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

To: EJhonsa who wrote (3888)	10/21/2000 5:41:07 PM
From: limtex	Read Replies (2) \| Respond to of 196713

EJ - Is there working W-CDMA today or not? I keep asking this question and no-one seems to have an exact answer. The importance is two-fold. Firstly everyone seems to admit that QCOM is at the very worst 6 months ahead of the competition. So does WQCOM have a working marketable W-CDMA ASIC and if yes why haven't we heard about it and if it doesn't then how comes anyone else has? Secondly the whole royalty issue and the GGP or 3GGP group or whatever they call themselves where is the whole issueof Q's royalties on W-CDMA and if these handest are going to be sold then lets see who is going to enter into royalty agreements. Best regards, L

To: EJhonsa who wrote (3888)	10/21/2000 5:59:57 PM
From: quartersawyer	Respond to of 196713

Eric-- <<it's hard for me to believe that carriers...will be seeing greater sales of GSM or PDC handsets than sales of W-CDMA handsets.>> If you use the search feature at the CDG site for "Digital Standards", then click on "9." you should be able to bring up an interesting slide from Prudential Volpe depicting a mere 10% "3G/CDMA" base out of a huge 1.8 billion in 2005, while GSM worldwide is anticipated at 44% (CDMA 30%; TDMA 14%; PDC 2%.) This forecast seems to be in play with the analysis here.