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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Ramsey Su who wrote (397)	7/7/2000 10:09:18 AM
From: foundation	Respond to of 197519

(((THERE WILL BE NO GLOBAL 3G STANDARD.))) The NTT/SK wCDMA version appears divergent from Europe in one key trait - SK states that it will be compatible with its existing CDMA in place. And if it is possible that both CDMA 2000 and wCDMA can evolve from 1x installations (ERICY), it becomes clear how NTT can meet their May 2001 roll out schedule. The Asia/Europe axis may soon show visable cracks. regards, blg

To: Ramsey Su who wrote (397)	7/7/2000 10:33:04 AM
From: limtex	Respond to of 197519

RS - Monthly Korean trade surplus with the US - ($ hundreds of mn) -213 (April 99) -659 -732 -795 -426 -879 -958 -1224 -809 -1002(Jan 2000) -745 -600 -540 (April 2000) If they really do mean to participate in a concerted move against the Q then should we consider trying to pursuade people to reduce the above deficits by refraining from buying Korean goods? It wouldn'tt tkae much to build up such a movement and it seems to me that since the DoJ is much more interested in attacking MSFT and WCOM then a simple reduction in the Korean trade deficit would seem only fair in the circumstances. I'm sure the EU would take up the slack in korean exports displaced by such a movement, surely the EU would be only too happy to take on a few more Korean exports ....it wouldn't cost them much in jobs. Best regards, L

To: Ramsey Su who wrote (397)	7/7/2000 10:39:35 AM
From: nbfm	Read Replies (5) \| Respond to of 197519

"QC is a major cost factor for 3G." A very good point -- but according to many who post here, WCDMA will have a much more expensive royalty rate (because of the sheer numbers of companies that claim essential IPR). Therefore, from a cost perspective, CDMA2000 is, in thoery, a cheaper alternative (and this ignores the supposed technical advantages of the competing technologies). If CDMA2000 was cheaper, then the carriers should be jumping on board rather then jumping overboard. As for the thought that this is a ploy to reduce the royalty rates Q charges, why would a carrier commit to a technology (WCDMA) which costs more in royalties? (Every negative piece of news recently can be explained on a piecemeal basis -- but the sum total of this news indicates that either carriers around the ENTIRE world have been bamboozled, or I need to re-think my base assumptions that Q is the toll gate to the wireless world.) (P.S. If Korea goes WCDMA, I expect DDI to do the same. If this happens, the U.S. will stand as an island in a sea of WCDMA. If this comes to pass, and if there is an easy path from 1x to WCDMA, I expect Sprint and Verizon to jump ship.)