SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: 16yearcycle who wrote (3613)12/1/2000 9:47:14 AM
From: 16yearcycle  Read Replies (1) | Respond to of 57684
 
In case you all are unclear of the alphabet soup of wireless, there is no other 3g standard left since T is going to w-cdma(qcom) now. Part of the confusion is that qcom gets a slightly lower royalty from w-cdma then cdma-2000...but they get money from both. Furthermore, they have taken the lead on w-cdma chip development:

-----------------------------------------------

QUALCOMM Applauds AT&T Wireless' Selection of WCDMA for 3G
More than 30 Manufacturers Licensed for WCDMA by QUALCOMM

SAN DIEGO--(BUSINESS WIRE)--Dec. 1, 2000--QUALCOMM Incorporated (Nasdaq: QCOM - news), pioneer and world leader of Code Division
Multiple Access (CDMA) digital wireless technology and chipset solutions, today applauded AT&T Wireless' decision to embrace CDMA technology and
deploy third-generation (3G) WCDMA networks beginning in 2002 with rapid expansion thereafter.

``AT&T's plans represent a long-awaited decision in favor of CDMA technology by another leading U.S. operator,'' said Dr. Paul E. Jacobs, executive vice
president of QUALCOMM. ``We are pleased that AT&T customers will be able to enjoy the benefits of CDMA which include crystal clear voice quality,
fewer dropped calls, enhanced security and high-speed, wireless Internet access at unprecedented speeds in the future.''

QUALCOMM has essential patents for the WCDMA standard and has now licensed some or all of its essential patents to more than 30 companies to
manufacture WCDMA equipment. Each licensed manufacturer has agreed to pay QUALCOMM the same royalty for WCDMA as that licensed
manufacturer is paying for other CDMA standards, including cdmaOne(TM) and cdma2000. Some of the companies now licensed to manufacture WCDMA
equipment include Ericsson, Fujitsu, Hitachi, Hyundai, Kyocera, LG, Lucent, Matsushita, Motorola, NEC, Nortel, Philips, Samsung, Sanyo, Sharp, Sony,
Toshiba and other Japanese and Korean licensees expected to be announced shortly.

``As an increasing number of wireless carriers around the world migrate from legacy networks to CDMA-based 3G systems, the total addressable market for
CDMA will expand and QUALCOMM will benefit in a variety of ways, including through a growing royalty stream,'' said Steve Altman, executive vice
president of QUALCOMM and president of QUALCOMM Technology Alliances. ``Just within the past six months, many manufacturers, including NEC,
Fujitsu, Kyocera, Toshiba, Sanyo, Sharp, Agilent and others preparing to participate in the WCDMA market, have entered into multi-million dollar WCDMA
amendments to existing royalty bearing license agreements with QUALCOMM. We expect that other manufacturers interested in participating in the 3G
CDMA market will also wish to quickly enter into or extend their existing licenses with QUALCOMM.''

QUALCOMM is developing WCDMA chipsets (the MSM5200(TM) and CSM5200(TM)) and system software for WCDMA phones and infrastructure
equipment that support the third-generation Universal Mobile Telecommunications System (UMTS). Additionally, QUALCOMM is shipping its
MSM5000(TM) and CSM5000(TM) chipsets and system software to South Korean manufacturers in support of the world's first commercial 3G networks
utilizing cdma2000 1x technology. QUALCOMM also recently announced the MSM5500(TM) chipset and system software solution that supports 1xEV and
cdma2000 1x. QUALCOMM's 3G product offerings meet the requirements of IMT-2000. cdma2000 1x supports data rates up to 307 kbps and 1xEV
(HDR) supports data rates up to 2.4 Mbps.

``QUALCOMM looks forward to the opportunity to supply WCDMA chipsets to manufacturers supporting AT&T's WCDMA deployment,'' said Don
Schrock, president of QUALCOMM CDMA Technologies. ``Our industry-leading, advanced chipset solutions will enable CDMA manufacturers to offer
powerful and cost-efficient wireless products for AT&T's customers.''

QUALCOMM Incorporated (www.qualcomm.com) is a leader in developing and delivering innovative digital wireless communications products and services
based on the Company's CDMA digital technology. The Company's business areas include integrated CDMA chipsets and system software; technology
licensing; Eudora® email software for Windows® and Macintosh® computing platforms; digital cinema systems; and satellite-based systems including
portions of the Globalstar(TM) system and wireless fleet management systems, OmniTRACS® and OmniExpress(TM). QUALCOMM owns patents that are
essential to all of the CDMA wireless telecommunications standards that have been adopted or proposed for adoption by standards-setting bodies worldwide.
QUALCOMM has licensed its essential CDMA patent portfolio to more than 90 telecommunications equipment manufacturers worldwide. Headquartered in
San Diego, Calif., QUALCOMM is included in the S&P 500 Index and is a 2000 FORTUNE 500® company traded on The Nasdaq Stock Market® under
the ticker symbol QCOM.

Except for the historical information contained herein, this news release contains forward-looking statements that are subject to risks and uncertainties,
including the Company's ability to successfully design and have manufactured significant quantities of CDMA components on a timely and profitable basis, the
extent and speed to which CDMA is deployed, change in economic conditions of the various markets the Company serves, as well as the other risks detailed
from time to time in the Company's SEC reports, including the report on Form 10-K for the year ended September 24, 2000, and most recent Form 10-Q.

QUALCOMM, OmniTRACS and Eudora are registered trademarks of QUALCOMM Incorporated. MSM5200, MSM5500, MSM5000, CSM5000,
CSM5200 and OmniExpress are trademarks of QUALCOMM Incorporated. Globalstar is a trademark of Loral QUALCOMM Satellite Services,
Incorporated. cdmaOne is a trademark of the CDMA Development Group. Windows is a registered trademark of Microsoft Corp. Macintosh is a registered
trademark of Apple Computer Inc. All other trademarks are the property of their respective owners.



To: 16yearcycle who wrote (3613)12/1/2000 10:56:29 AM
From: GST  Read Replies (1) | Respond to of 57684
 
Gene: It is still pretty early in my world nd I have not made a list -- but yours in interesting. I see it is a tech list -- no surprise I suppose. I am looking at the market with my sleepy eyes and thinking this is short-covering in an oversold market -- but the dollar looks shakey and this court stuff is going to weird people out -- so I bought a few puts, sold a little stock, and I am going to put on a pot of coffee -- list making next week.

Best of luck and I will look at your list.
Thanks



To: 16yearcycle who wrote (3613)12/1/2000 2:25:49 PM
From: Tom Kearney  Read Replies (2) | Respond to of 57684
 
Gene - i asked my self the same question the other day - can I just pick 10 stocks to go with? My reasons are that it has gotten so crazy, I want to stop the churning, find a list I'm comfortable with and ignore for 18 months. As you say, prices today actually make that easier to find a list of techs. I actually reorganized, and this is essentailly my port now, and no margin. Well, none to speak of. I finished the buying today.

My driving goal is find 10 gorillas in slightly different areas, and go with that. For example, LSI and TXN compete against each other a lot, so if I like DSPs, just pick one, rather than flipping back and forth (which I've been doing). BRCM or PMCS are in a similar boat.

So here it is:

JNPR
BRCM
BRCD
CHKP
QCOM
ITWO
JDSU
YHOO
BEAS
EXDS,LSI,NPSP,MERQ,NUAN,AMZN

Well, I didn't quite make 10! But, the positions after EXDS are all smaller. So for tracking, you can ignore them.

Tom