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

To: Valueman who wrote (5083)	11/30/2000 9:57:41 PM
From: samim anbarcioglu	Respond to of 196545

Valueman, to keep in mind is also that he is on the payroll, so he has to speak and walk the party line. But I agree with you completely, Tero is an idiot. He thinks he is a writer, orator or such. Th fact remains that he is an idiot.

To: Valueman who wrote (5083)	12/1/2000 9:30:06 AM
From: DaveMG	Read Replies (1) \| Respond to of 196545

Hey there, A few months ago I asked whether people thought IJacobs might have lost some credibility because "WCDMA" seemed to have whupped CDMA2000 so thoroughly and you jumped down my throat. I have to say now that because of the way the court cases and licensing deals are going that it's pretty clear that IJ has kept control of the crown jewels. But imagine for a moment how much better things would look if Q had gotten a sweep for CDMA2000. I'm still looking for a cogent explanation for why things have evolved the way they have. Have Docomo, Nokia and Ericson bribed everybody? . And one thing that I'm starting to wonder about with respect to royalties is how Q will be effected by GPRS. It sure does look as if everyone is going to try and copy iMode's success with limited data rates. If they're successful WCDMA will roll out quite slowly, which it seems is going to happen anyway due to technical hurdles. I've never seen anything substantive about the expiration of Q patents with respect to WCDMA but it would seem that the later the rollout the shorter the life of the royalty stream. And I know this has been discussed but why GPRS at all? One would think that if WCDMA is really so late that Docomo is going to be in trouble at home, but perhapps KDDI is so inept that they'll get away with it.. Dave

To: Valueman who wrote (5083)	12/1/2000 5:10:22 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 196545

<font color=red>Get IT Here .... Oh, I've just noticed that SI doesn't like people using colour in headings so they've cancelled it! Spoilsports. Gee Vman, that was a succinct analysis of Tero's comments! The big thing in all this remains spectrum efficiency. The TDMA world wastes spectrum. Spectrum costs a lot of money because it is in short supply [in a few years]. Right now, the cost of a minute has little to do with the value of spectrum because a minute is 20c or so and the spectrum component of that cost is something like 1c or less. The rest is marketing hype, offices, salespeople, profit, civil engineering and stuff. When push comes to shove and market share becomes crucial and price wars start, spectrum efficiency will be paramount. It is then that the faulty ATT decision for TDMA, GSM, GPRS and a long, slow pathway to 3G will be revealed in all its stupidity. I think ATT must have chosen TDMA because it rhymes with their name, sort of, and looks similar. Leap Wireless is showing what counts. They are selling 1000 minutes a month to people. That's what people want. Lots of cheap minutes of yakking and lots of cheap or free Internet - IT. The price wars will sort out who has made the right investments. Cheap will be in fashion. At present, it's probably cheaper to install GSM than CDMA because they'll be slashing their prices to retain business. Hence CDMA infrastructure is more expensive than TDMA or GSM. But that will change as CDMA capacity continues to build and buildout costs reduce and spectrum efficiency starts to bite. There are going to be some fun price wars! Profit will hinge on teeny margins. ATT shareholders will learn about efficiency at that time and that technology DOES matter, even if consumers don't know a TDMA from a GSM or CDMA. Mqurice