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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 (1501)	7/28/2000 8:52:57 AM
From: Cooters	Read Replies (1) \| Respond to of 196649

Ramsey, If SpinCo produces a GSM/CDMAwhatever ASIC, do we expect using these chips will include pass-through rights for the device maker to the GSM IPR. Otherwise, the device makers will be back at the cabal's door licensing GSM, no? Cooters

To: Ramsey Su who wrote (1501)	7/28/2000 9:00:50 AM
From: 100cfm	Read Replies (3) \| Respond to of 196649

Ramsey I now see where you are coming from and agree that WCDMA as a stand alone technology may very well be DOA. Without the GSM tie in I don't see any reason for WCDMA to begin with. That is why Spinco was created, to get the GSM x-licenses to produce a dual mode chip, otherwise Q didn't need anyone else to produce a pure WCDMA chip. WCDMA without GSM is useless, as you say who would they roam with and what coverage would it have. I can't imagine DOCOMO coming out with just a pure WCDMA system with no GSM compatibility, it makes no sense what so ever. The problem is we know so little about their rollout. Who is building the chips and basestations and in what configuration. Maybe as Benjiman has been stating it's 1X in drag. Given the rest of the world's inability to produce any current version of CDMA, I consider all CDMA claims by anyone other then Q as vaporware. 100