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

To: limtex who wrote (86293)	11/5/2000 2:21:21 PM
From: quartersawyer	Respond to of 152472

limtex-<<Underlying all the FUD against the Q's cdma 2000 system is the risk to the World wide GSM sponsored cartel to allow customers to roam seamlessly from territory to territory>> IJ would appreciate that you have duly incorporated in your thinking his July 7 00 interview with Bloomberg: There is an issue that's been raised about roaming worldwide. I think the roaming issues will probably be taken care of before we get to third generation in that we're already providing the capabilities, and in many cases providing multi-band phones. The manufacturers are providing multi-band phones that operate in the cellular with PCS and will operate in the new 3G bands when those become available. Secondly, they'll be multi-mode so they'll operate not only with different flavors of CDMA which is relatively straight forward but also probably with the TDMA mode used by GSM today and so you'll see the multi-mode phones which allow worldwide roaming and finally the two networks that exist in the world today, one in which GSM is based, GSM MAP, the other in which U.S. TDMA, CDMA and AMPS are based, ANSI-41, those two are being connected now and so that the roaming support because of having two different networks, that issue will go away.

To: limtex who wrote (86293)	11/5/2000 5:10:09 PM
From: JohnG	Read Replies (3) \| Respond to of 152472

Limtex, Since you are articulating various well worn conjectures that most of us know to be true, here is a new one. I propose that China has finally bought into QCOM's CDMA big time. Appearantly they are to have sone IPR in the final specifications. Because the Chinese are not the most trusting of people, having been shafted by various countries more than a few times, I propose that they are pissed by whatever sales pitch they received on GPRS and W-CDMA that turned out to be untrue -- according to their own manufacturers who worked with QCOM.They realize that they almost made a big mistake. I propose that because China needa a dual mode (GSM/CDMA) ASIC from QCOM that they are pressing the Europeans to come to terms with QCOM on GSM IPR and technology. I propose that the recent mandate that foreign phone manufacturers export 1/2 of the phones made inside China and that 50% of the content of those phones be of Chinese origin (thus accomplishing a neutral to positive trade balance effect) is their heavy handed way of making this point. just a conjecture JohnG