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

To: Maurice Winn who wrote (6979)	2/5/2001 8:54:33 AM
From: Harvey Rosenkrantz	Read Replies (1) \| Respond to of 196564

"According to QUALCOMM, W-CDMA is not as efficient as cdma2000. I will continue to believe them ..." You are not alone. During Sprint's last conference call it was stated that cdma2000 is 3.5times as efficient as WCDMA.

To: Maurice Winn who wrote (6979)	2/5/2001 10:39:10 AM
From: Eric L	Read Replies (1) \| Respond to of 196564

mQ. << Forgive my senility. >> I'll forgive yours if you will forgive mine. <g> << I can't recall the links or 20 advantages of W-CDMA over cdma2000 ... I guess they were non-persuasive >> They were not meant to be persuasive ... nor were they presented as "advantages". Sometime back I was asked my thoughts on why W-CDMA was being selected disproportionately to cdma2000 as a 3rd Generation solution. I quickly rattled off a few possible reasons, and when I was done the list was longer than I expected. FWLIW they are here: Message 15105100 It was not intended to be a list of Advantages of W-CDMA over cdma2000, simply some of the possible decision points that carriers considered in making a technology selection for implementation of CDMA in 2GHz ITU IMT-2000 spectrum. << The 'Network Effect' is the obvious one and that has been the strategy of the GSM Guild all along. >> One can not rule out the 'Network Effect', by any means. I myself, however, have not examined Network Effects very closely. Some of my threadmates on another thread have asked me to examine "Network Effects" in relationship to QUALCOMM, and one of these days I may get around to doing that. I am, however, handicapped by the fact that I really have not given much thought to how the "Network Effects" can potentially affect shareholder value. There is a whitepaper linked below called "Network to Net Worth", by Michael Mauboussin. I have only given it a quick scan, but will revisit it. You might wish to give it a read: capatcolumbia.com Certainly QUALCOMM is developing a strong network of its own, and can exploit this network to their advantage. Maybe you would care to explore this? Also, there is a whitepaper by Mauboussin linked off the same page called "Why Strategy Matters" . I have not read it, but the title is intriguing. Certainly QUALCOMM needs to develop a winning strategy and I am sure they attempting to. Ben had some interesting thoughts on this. There is no question that China is where it's at, and QUALCOMM seems to have the pedal to the metal, China wise. We both know that QUALCOMM develops great technology and makes great chips. There is evidently more to promoting technology adoption than just developing the best technology or developing the best chip. QUALCOMM has had some great wins in commercializing CDMA, but not many that are apparent recently. They need some, we need some, that are visible to all. Getting from 0% to 12% market share in 6 years is by no means shabby, but we need to get to 15%, then to 20%, without W-CDMA. Some momentum has been lost. Momentum needs to be reestablished. I think QUALCOMM needs a winning strategy and I think they possibly need to exploit the "network effect", to exploit the great product family they are assembling. << Apart from GPRS being a dead duck >> Let me tell you this - dead duck or crippled pigeon - GPRS networks are coming on line at the rate of one per week, and that run rate will continue all year. I get sick and tired of reading about them, but that is my point. There was a time when I thought we would be reading about 1xRTT coming on line at that rate - didn't you? 3G contracts and technology selections are being announced at about the same run rate. It would be nice to see a few more for 1x, would it not? Commencing in 1994 and continuing into 1996, during the worlds first spectrum auctions, the technology wins for CDMA were coming fast and furious for CDMA. Summer of 1995 produced 2 that were truly exhilarating (PCS PrimeCo and WirlessCo Sprint). I sure would like to recapture the thrill of reading about them. Perhaps we will. Your thoughts? - Eric -