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

To: gdichaz who wrote (2703)	9/2/2000 10:17:56 PM
From: foundation	Respond to of 196652

Of course in Europe...the only way to go is new spectrum, but in the world, why? ---------- Europe can build 3G in new spectrum without disturbing operations in existing spectrum. Asia can grow their market. NTT and KT are well ahead with UTRA FDD DS. They could be very powerful players by the time Euro 3G happens. ---------- *Forces are working to cook the standards into "soup".* ((( EricL - "The evolved IS-2000/IMT-2000 network shows a GSM-MAP component. It also shows a IMT-DS air interface (for global roaming). Theoretically, The IMT-DS air interface does not have to be UTRA FDD (WCDMA) DS. It could theoretcally be 3xRTT operating in DS mode on a 5MHz channel, and given the changes of the last several months maybe we throw in a little HDR (EV phase 1, 2, or 3) and ..." ))) Add possible CWTS convergence (China LAS-CDMA/TD-SCDMA). ftp://ftp.3gpp2.org/TSGC/Working/TSG-C%200008/TSG-C%200008% 20San%20Fran/Plenary/C00-20000821-022__CWTS_Proposal_for_a_ merged_1xEV-DV_solution.PDF *I think the soup tastes good.* Developments show signs of what some of us have predicted - that wCDMA would begin to "look" a lot more like CDMA (though nothing above modifies what wCDMA is). Nothing about the above equation, in my view, limits QCOM's ability to dominate the standard with equal success as with CDMA. The core technologies are intact. For that matter, will CDMA, as a virgin standard, become unnecessary for QCOM to continue? It strikes me (as I repeat perhaps too often) that QCOM is a natural fit in this Asian puzzle. KT brings formidable CDMA skills to the project, but not with chipsets. In light of NOK and INTC's efforts, I suspect "Small and Strong" Yozan is lacking more than a license. And 5% is small price to pay....