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Technology Stocks : Interdigital Communication(IDCC) -- Ignore unavailable to you. Want to Upgrade?

To: D.J.Smyth who wrote (4588)	11/9/2000 11:59:36 AM
From: Bux	Read Replies (1) \| Respond to of 5195

Mr. Smyth, you speak as if Qualcomm will only release one WCDMA product. The WCDMA chipset announced by Qualcomm is their first offering and is well ahead of any chipset announced by IDC. Sure, it's single mode, do you think they won't follow it up with a GSM/WCDMA chipset? IDC's first announced 3G chip is said to be "production ready" before the end of 2002. If Qualcomm will already be shipping actual WCDMA chipsets by 2nd Qtr. 2001, do you think the GSM/WCDMA chipsets will be that far behind? (These chipsets will actually be released by Spinco assuming the spin-off happens in January). The fact that Q's first WCDMA chipset will be single mode is a reflection that they are well funded as well as leading in CDMA development and can afford to approach this market methodically, working out any kinks along the way before combining multi-mode on the same chip. Their development efforts will not be stalled for lack of capital if their first chip isn't immediately profitable. IDC on the otherhand, is counting on their first chip being an immediate success, they might not have the option of approaching this market so methodically. Sounds like an "all or nothing" effort. And don't forget, assuming wcdma is deployed, there will be a market for single mode WCDMA MSM's right from the start for use in laptops, handhelds, and other specialized data applications. Regular voice handsets have no great need for the speed of WCDMA. And don't forget Qualcomm's CSM5200 (cell site modem) chipset. There is no need for dual-mode GSM/WCDMA chipsets in the base stations. But I suspect you are correct that multi-mode GSM/WCDMA would outsell single mode WCDMA in most applications. Look for Qualcomm (Spinco) to hit the market window with a superior multi-mode GSM/WCDMA chipset. The writing is already on the wall. Can you read it? Bux