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

To: Rajala who wrote (88505)	11/30/2000 10:52:46 AM
From: waverider	Read Replies (1) \| Respond to of 152472

>>>Remember Rajalala was the smelly guy making all the wrong noises when everyone else was quietly eating their Thanksgiving dinner.<<< Even the dog left the room... God, I crack myself up!!!

To: Rajala who wrote (88505)	11/30/2000 11:09:18 AM
From: DaveMG	Respond to of 152472

And how possibly it could be good for Q that their system lost In the past any sort of interaction with you has been a waste of energy but I'll give it one more try.. Obviously a world dominated by CDMA2000 would have been a better outcome for QCOM, and I wish I could say that I really understand why things have turned out the way they have. Nonetheless, WCDMA is also in a sense"their system" is it not?True enough they've got to share the IPR with plenty of others , but QCOM claims their IPR take remains essentially the same. Or are you somehow suggesting that all of these royalty agreements are frauds, or Q is misrepresenting them? As others have suggested, the risk for Q due to the "system" loss is that GPRS will suffice for quite a while and WCDMA is delayed..

To: Rajala who wrote (88505)	11/30/2000 11:10:04 AM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

Raj: You can either accept CDMA or reject it. You can call a UMTS system a "GSM" system if you want to refer to the system by the baseband network. You can equally refer to a UMTS system as a "CDMA" system if you want to refer to the WCDMA air interface. The WCDMA RF equipment in the air interface level accouts for about 70% of the telecom equipment that goes into a UMTS network. As for the point about multiple pathways to 3G, I think it works out better to have certain companies focusing on the UMTS market for WCDMA and other compnies focusing on the CDMA2000 market. By splitting the pie, it works out better for everyone since you don't have too many resources committed to CDMA2000 or WCDMA initially. It could be resonably argued this will help the equipment makers across the board by avoiding too much price competition. Regards, Keith