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

To: foundation who wrote (5731)	12/25/2000 11:15:23 AM
From: 100cfm	Read Replies (2) \| Respond to of 196822

Ben, LG certainly has a dog in the fight but what about the other two carriers who were against CDMA2000 as much as LG. They all went for WCDMA even though they knew one of them would lose out if they didn't choose cdma2000, to risk losing out on a 3G license requires an almost hatred of cdma2000. So LG's comments on their own must have a few few grains of salt added but taken in context with the actions of the other carriers, I think they hold some wieght. No it's not ultimately important what flavor of CDMA wins but I think we should know which will win and why. As investors we should know as much as possible what is going to happen and why. In this market you can't know enough, it's the litlle things you don't know that get you. So I do think it is imperative that we know if WCDMA is superior to CDMA2000 or not. IJ states CDMA2000 is far superior, the rest of the world states otherwise. I would like to know why. As a previous poster stating we should no longer feel that all the carriers in the world going WCDMA are idiots, we are better off knowing the true reason why and thus better understandin how and why Q will benefiet. For instance if the KOs went CDMA2000 the timeframe for increased earnings would have been shorter. So if the world is truly going to be a WCDMA world, that time factor must be taken into account when figuring Q's income stream. Saw a full page ad from DOCOMO with a picture of it's president in Barons this week. Still saying their WCDMA rollout will be in May. I don't think this guy would set himself up for this kind of humiliation if they weren't positive they can make that date. So yes it would be best for Q to get it's nose under that tent. But even if it doesn't the question remains who is supplying the handsets and therefore will royalties be paid willingly or by a court order.

To: foundation who wrote (5731)	12/25/2000 2:45:13 PM
From: gdichaz	Read Replies (1) \| Respond to of 196822

Ben: In the desert of info, your reports are an oasis - or more properly a continuing series of them. Thanks to you we have considerable knowledge of how the 1xEV process is proceeding in the GPP2. What is curious is how little we know about WCDMA or its politically correct name (note that CDMA is omitted completely in its label) UMTS. One of the most fascinating bits of stray info I recall is that the Koreans have referred to the "WCDMA" they are working on as "backwardly compatible to CDMA One". Did I misunderstand that? Could that possibly be so? Again it is very interesting to me that WCDMA seems to have various Asian versions as well as the "UMTS" European version. What we do not know is what "WCDMA" will actually be in the real world. What will be its specs and how much will it be "converged" toward CDMA 2000 3x? We do know the DoCoMo version is an old old version (1999) as a base and then has "modifications" to boot. To call this WCDMA is stretching the nomenclature and to pretend any real relationship of that hybrid to UMTS is a joke at best, FUD at root. I for one look forward to watching the "evolution" of WCDMA in various countries and regions. What we don't know about what it will eventually be in actuality as it evolves is massively greater than what we do. Meanwhile in the real world the 1x 1xEVDO and 1xEVDV process is where the test of 3G will take place over the next year or two. DoCoMo and the Isle of Man geographically limited and technologically non state of the art "tests" are all we will have for comparison. Will be fun to watch. And the most fun will be in Japan - and later in Australia, the US and Latin America where 1xEV should be operational alongside (and often prior to) "WCDMA" of whatever mutation. Suggest primary attention be given the current spectrum - where 1xEV should star as opposed to "new" spectrum - where "WCDMA" will make its debut. Best. Chaz