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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 (7123)	2/8/2001 5:51:34 PM
From: grinder965	Respond to of 196772

Another piece to the puzzle as this seems to provide a few more specifics into the reasons surrounding the TI cross licensing pact. Betcha the Q has a much easier time doing GSM than TI will have be able to do CDMA!

To: foundation who wrote (7123)	2/8/2001 7:40:48 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 196772

<font color=blue>Get<font color=red>IT<font color=blue>Here <Qualcomm's multi-mode chip set will also support various 2G and 3G standards, such as code-division multiple access (CDMA), cdma2000, wide-CDMA (W-CDMA), global system for mobile communications (GSM), among others, said Sulpizio. > QUALCOMM was dangerous [to competitors] when it was little. It is growing up to make Tyrannosaurus Rex look like a naked sparrow. If, as Irwin Jacobs said a couple of years ago, the cost, efficiency and size of this multimode ASIC are without significant penalty, then it means that the whole reason for W-CDMA is about to be ruined. W-CDMA was set up as a divergent standard with product differentiation and ring-fenced countries with the hope of developing critical mass network effects to ruin the advantage that CDMA early-adopters had in upgrade path and to capture market share. Ooops!! It looks as though subscribers will be able to buy a Q!-powered phone [or computer] and go anywhere. They'll use RadioOne, LaunchPad, BREW etc. The GSM Guild at their next meeting to discuss UMTS SETI 3GSMPP VW-40 are going to say to themselves as Q! CDMA races off into the distance, "Now what?" Texas Instruments [TI] probably thought they were smart, getting hold of the CDMA crown jewels and figuring that with their size and markets they could dominate Q! But perhaps Q! has got a very good strategy = do an IPR swap with some company which thinks they will mash Q! then simply apply amazing brainpower and beat that company. It makes the whole IPR business irrelevant other than as a negotiating tool. Just do better and get the markets. Take the TI IP [intellectual property], turn it around [into internet protocol] and IT [TM]. Then advertize Get IT Here and send enormous dividend checks to shareholders. It's all looking good. Mqurice

To: foundation who wrote (7123)	2/9/2001 12:11:05 PM
From: grinder965	Read Replies (3) \| Respond to of 196772

Ben, If the Q is successful in producing a multi-mode chipset that allows a user to "run multiple flavors" as Sulpizio puts it, W-CDMA's reasons for being cease to exist. If this happens, and happens soon, I fear my prediction of a world that is 80% cdma2000 and 20% W-CDMA may be on the low side <ggg> Seriously, this kind of development would be the ultimate seminal event in the Q's evolution and, on a fundamental basis, would dwarf the Ericy deal of two years ago by many orders of magnitude. It's now time for the Q to fully exploit the technical and "time to market" advantages that they have made for themselves! P.S.- No one's talking much bout India just yet, and given the delays experienced with the rollout of CDMA in China I can understand the Q's reluctance to publicly voice their excitement re: this opportunity, but I suspect there's soon gonna be lots of CDMA handsets making there way over there.