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

To: 100cfm who wrote (4025)	10/26/2000 11:57:57 PM
From: Kent Rattey	Respond to of 197238

WCDMA may make it out of the lab, but the multi-billion dollar question is how far behind will it be vs CDMA2000? Looks like it will debut as a IS-95b cousin to me at best(2 years behind 1X). QCOM's lead grows and grows...

To: 100cfm who wrote (4025)	10/27/2000 12:20:17 AM
From: tradeyourstocks	Read Replies (3) \| Respond to of 197238

They expanded their licensing agreements to cover ALL CDMA modes of 3G, not just WCDMA. I doubt that Fujitsu and the other Asian manufacturers who have signed deals with Q are only interested in WCDMA. I'm sure they plan to make devices for all 3G technologies and are covering all the bases with Qualcomm. IMO, WCDMA will continue to be VW until I see chips, software and handset specs as well as sample shipment dates. MicroE

To: 100cfm who wrote (4025)	10/27/2000 1:53:43 PM
From: Getch	Read Replies (3) \| Respond to of 197238

>>This only strengthens my belief that WCDMA is not as vaporous as some beleive<< This clip is from an article posted by Cooters this morning on the buy range. >>Tokyo, Oct. 27 (Bloomberg) -- The following are comments by NTT DoCoMo Chief Executive Keiji Tachikawa on the outlook for high-speed cellular phone service using W-CDMA, or wideband code division multiple access. Tachikawa also spoke on the company's overseas expansion plans. He made his remarks in an interview. On DoCoMo's new high-speed cellular phone service, scheduled to start in May 2001 in Japan: ``We expect profit (from the high-speed cellular phone business) for the first time in the year starting April 2005.<< ``We want to have 150,000 users by March 2003. Our target will be mainly corporate users at that time. ``Our subscription forecast is modest. It's because our service area is limited (to Tokyo, Kawasaki and Yokohama). ``I know there will be bugs in the service at the beginning. We want to remove all those bugs before we expand the service area.''<< Limited Service Area, Goal of less than one months additional DoCoMo subs in 22 months, Buggy initial release, Not available to individuals, Profit possible in four years.

To: 100cfm who wrote (4025)	10/27/2000 7:59:41 PM
From: Brihack	Read Replies (1) \| Respond to of 197238

100, I was wondering if Fujitsu might have been partially motivated to sign up with Q in order to receive some engineering help from Q's experts. I believe that the license may afford the licensee the right to request Q's technical assistance for a specific period of time (i.e. for the first year or for X number of man-hours)in order to get the technology working. I'm unsure whether Q would want to provide such assistance with respect to W-CDMA (or whether Fujitsu could afford the rates that Q might want for their technical assistance on W-CDMA!) Just a possibility, I suppose. BriHack