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

To: The Reaper who wrote (4104)	10/29/2000 11:13:40 PM
From: Jon Koplik	Respond to of 197275

Another explanation of the purported desire for W-CDMA amongst wireless carriers in Korea (and I cannot remember who said it here first ...) is : The Koreans hope that some people making decisions at some of the wireless carriers elsewhere in the world (in addition to some of the wireless analysts on Wall Street) will indeed have had brain transplants with hamsters, and therefore ... WILL NOT see the obvious economic absurdity of going with (an as yet totally non-existent) W-CDMA. And then -- the Koreans can adopt CDMA2000, and "run circles around" a lot of their competition. Jon.

To: The Reaper who wrote (4104)	10/29/2000 11:15:22 PM
From: engineer	Respond to of 197275

No, I don't think you read either what he was saying or what I said. Simply, IF they already have IS-95, then they don't have alot of cost. SK Telecom has some LARGE foreign investors who own alot of stock and have board seats. At the point where the board ORDERS you to install it, you probably will or loose your job. I said that MOST of the 3G operators are starting from scratch anyway and at that point they can do whatever they want. In terms of risk, however they have a higher one from WCDMA than from 1x/HDR and CDMA2000. If however these same operators were the ones that have IS-95 and they don't have the Board problem, then installing WCDMA over CDMA2000 is pretty crazy as you state. I would think that most of this is a giant negotiating tactic on the part of hte Koreans for perceived lower royalties that the Chines may or may not have gotten. In past experience, I would say that giving the Koreans the perception was good enough to go entirely back to the negotiating table for quite a few months. What they risk here is that Q may have some limitation in chip supply and if they were to hold out they may have a worse time trying to book new chip orders when people like China and India start booking CDMA2000 chipset orders. The supply may be sold out by then and the Koreans would have to get in line. What I mean here is that the China and India orders may be like 200% to the upside and Q already strapped from trying to meet such a large demand, may not have more supply room to accomodate people who can;t seem to make up their minds. But then isn't all of this just one big political game anyway?