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

To: Rajala who wrote (88488)	11/30/2000 8:46:28 AM
From: DaveMG	Read Replies (1) \| Respond to of 152472

As for the Q´s position even on the radio side, its weak. It will get something but very little. What happened is that the 3G technology that Q invested in, CDMA2000, well it lost. It thoroughly and indisputably lost. Look at Korea, the mother of all must-win cases It's the phones ding dong.

To: Rajala who wrote (88488)	11/30/2000 9:20:45 AM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Raj: Previous to now, there were no royalty estimates or ASIC revenues for infrastructure and handsets that QCOM could derive from ATT's network. With Lucent and others installing a UMTS system for AWE, i. e. a GSM core network with a WCDMA air interface, analysts have to begin building positive financial assumptions as QCOM begins charging royalties on the RF equipment and delivers ASIC's for the base stations that the infrastructure vendors will require. This is the same FUD we have seen before. WCDMA is a direct benefit to QCOM which will benefit from royalties and ASIC revenues. QCOM gets the same royalties in a WCDMA system that they would get in a CDMA2000 system since CDMA has nothing to do with baseband networks in a CDMA2000 system. We can finally put a date on AWE's decision to defect to 3G CDMA, 11/30/2000. I think it will be ironic that QCOm is indicated down on the biggest day of transition for US TDMA community so far. Of course, Cingular still has to announce which CDMA platform they plan to go with. This is the first day time that we can say the US fully operate under a harmonized 3G platform (even though the systems will not be compatible.) I can't help but to think back to Gregg Powers comments that the diversity of the 3G CDMA proposal was very positive for Qualcomm since it would dilute the economies of scale amongst the different infastructure and handset makers. This acute observation makes more sense today than ever as you consider the large number of companies competing for the same group of customers.

To: Rajala who wrote (88488)	11/30/2000 10:14:31 AM
From: waverider	Read Replies (1) \| Respond to of 152472

Anybody ever had one of those relatives who always came to holiday dinners...even if not invited? We had Aunt Margaret. She smacked her lips when she ate, was always critizing something...and worse of all...she had a terrible gas problem. Even worse than the dog. But at least the dog would leave the room when he cut one. Ali Baba...do you have a gas problem?

To: Rajala who wrote (88488)	11/30/2000 10:44:18 AM
From: nimingdn	Read Replies (1) \| Respond to of 152472

Dave and Raja: Dave is right, Royalty will come mainly from handsets. However, I believe the more important one is that QCOM has the chip sets for WCDMA. Their chips are most advanced. I am a chip designer in the telecom area. To me, it is not easy to achieve the same kind of quality and integration as QCOM has. Furthermore, they do not have to pay royalty to anyone for WCDMA practically. As I mentioned earlier, DR. Jacob said that WCDMA or CDMA2000 meant more or less the same to QCOM. Best regards, nimingdn

To: Rajala who wrote (88488)	11/30/2000 3:11:40 PM
From: pheilman_	Respond to of 152472

Just looking through the GSM world congress showcase brochure this morning and found: Confirmed exhibitor-Qualcomm Schedule- Rolling out W-CDMA & EDGE radio networks Tuesday 20th February the morning sesssion is about W-CDMA & CDMA experience. 3rd Generation Terminals Development Tuesday 20th February presentation by Johan Lodenius, Senior VP, Qualcomm (I just LOVE this speech title) "Lessons from existing CDMA terminals, applied to the design of W-CDMA" Always interesting to see what is happening at conferences. And, the core in a W-CDMA network is big complex and not expensive. Routing bits over wires or fiber is approaching zero cost. The expensive and difficult part is the radio. One of the major installation costs is site acquisition, I imagine. Existing sites are likely to be reused for 3G. "...Q's position even on the radio side, its weak..." The courts worldwide have consistently found for Q in patent disputes. And, on a nearby thread, engineer just let slip that it took ~5 years of parameter tuning to make CDMA work well. The W-CDMA proponents do not have 5 years of slow ramp to tune the system, they will need to pay for expertise. 5% on the mobile terminals is enough. Paul