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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 (1513)	7/28/2000 9:33:57 AM
From: Kent Rattey	Read Replies (2) \| Respond to of 196631

Ramsey, From what I can gather, Yozan is producing WCDMA chips for NTT. You can find them here: yozan.co.jp Kent

To: Ramsey Su who wrote (1513)	7/28/2000 10:12:24 AM
From: gdichaz	Respond to of 196631

Ramsey. In brief, yes. But since that is not what the rules are here, a bit of add on. One of the most clear, direct and improtant points Dr J made was that of "covengence". Now no one knows what will really happen in the future. But the idea that "WCDMA" will be 80% of the future is - to put it mildly - absurd. There is no "WCDMA". If there were, what version is dominant? The Korean which is bandied about as "backwardly compatitble" to CDMA One, or UMTWS which is non existent in the real world, or the bastard form of DoCoMo which is neither apprarently. At least not yet, and of course not real in the sense of being in the market. Since the whole point of UMTS is to prevent backward compatibilty to CDMAOne - there seems to be little point to it otherwise since it is a limping entry - the backward foot cut off. What "Spinco" does will be fun. A wonderful open playing field for a good runner. Best. Chaz

To: Ramsey Su who wrote (1513)	7/28/2000 8:46:27 PM
From: cfoe	Respond to of 196631

Anecdote re: QCOM from Wind River 7/26 stockholders' meeting. I was there and asked the following question: Can you say more about what you are doing in the wireless area in general and specifically with Qualcomm? First part was answered by VP of Marketing pretty well - they are moving forward in this area. Then he asked me to repeat the second part of the question and I did. This was their response: He started to say something, hesitated, turned to the CEO (St. Dennis), they both looked at each other, then at me, hesitated, and finally St Dennis says: 'Qualcomm has been a customer for a long time. They can not say more as they might say something Qualcomm is not ready to have known yet.' Anyone out there want to speculate?