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Technology Stocks : Qualcomm(QCOM) -> SpinCo -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (75)	8/1/2000 11:37:11 AM
From: Ruffian	Respond to of 172

Friends Response> Well Mike, anything in public domain will be sales brochures. Access to the MSM software and documentation is granted after some pretty hefty licensing steps, so sorry, can't give Molloy anymore insight than he can glean from reading in between the lines. Ironically, I think he might actually be affiliated with a major CDMA phone manufacturer in San Diego and is quite familiar with older CDMA software from QCOM/SpinCo - things have changed dramatically the past few years, especially the last two. Quite a few companies are rapidly coming out with CDMA phones based on the new software APIs and support. Quite an amazing lot of manufacturers actually (Japan, Korea, China and of late, quite a bit in the US and Canada). QCOM/SpinCo's VR is now being incorporated in several phones (again, one has to go to Japan unfortunately) - why are we in America, such technology laggards? Anyway, Molly's points are well taken - the GSM waters are not to be treaded lightly. We're learning our lessons. Regards,

To: carranza2 who wrote (75)	8/1/2000 1:33:23 PM
From: gdichaz	Respond to of 172

Yes, the European gauntlet is formidable. But the point sometimes forgotten is that Qualcomm has nothing to lose in Europe. It is zero at present. So there are two points: 1.Nothing can be less than zero (the CDMA market in Europe now) 2.And, data will be the key for the future. The comparison between GSM data upgrades in current spectrum and that of CDMA/HDR (1xEV) put the latter so far ahead in practical terms that perhaps, just perhaps, VOD and others will want to use Qualcomm's technology next year or the next, or the next ... or.... And Qualcomm can only gain. Meanwhile, outside of Europe in any head to head competition CDMA/HDR (1xEV) will easily outdistance GSM in current spectrum when it comes to wireless / internet connections. Will be fun to watch. And Qualcomm has absolutely nothing to lose, just a great deal of potential gain. Best. Chaz