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

To: rf_hombre who wrote (4925)	11/24/2000 1:10:04 PM
From: John Biddle	Respond to of 197014

With the recent news about NTT DoCoMo backing way off (and increasing their pessimism), what's the thread's opinion on what portion of the disappointment is due to: 1. Using W-CDMA instead of CDMA2000 2. Not being able to use QCOM W-CDMA ASICs 3. Using W-CDMA instead of 1X-EV

To: rf_hombre who wrote (4925)	11/24/2000 5:33:01 PM
From: FaultLine	Read Replies (1) \| Respond to of 197014

There are a number of CDMA tricks that are manufacturer dependent and not part of the IS-95B/C standard and yet they are "essential". ... This process too is manufacturer dependent...and pretty fundamental. Do these statements mean that only Qualcomm handset ASIC's will work perfectly with Qualcomm-based ground station equipment? Do they mean that a handset using, say, a NoName CDMA ASIC might actually be stuck at less than optimal performance due to the lack of these particular parameter (and algorithmic?) setttings? If this is true then the other manufacturers, knowing the nasty realities of this situation, would be very constrained by the airtight control Qualcomm has over exact implementation issues ("My way or the highway."). Under this scenario it seems like it would be impossible, on technical grounds, for someone to successfully evade Q's CDMA patents and standards because Q's full cooperation would be required to obtain the necessary performance characteristics. Oddly enough, the critics may have been right - CDMA doesn't work (for anyone other than Q that is... ). --FL