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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 (7145)	2/9/2001 11:06:45 AM
From: David E. Taylor	Read Replies (1) \| Respond to of 196804

Ben: In the BAS Q&A session yesterday, when Sulpizio was asked about DoCoMo's WCDMA service start-up this year (a Q in response to his statement that WCDMA roll outs wouldn't start until 2003), he said that first, that DoCoMo's service would only operate at 64 Kbps and so wasn't really 3G, and second that DoCoMo itself acknowledged that they didn't expect more than 150,000 subs until 2003. Looks like even that may be optimistic if they have problems producing the handsets, and maybe QCOM will have a 1X/WCDMA chipset ready to help them out. On another topic, I heard Sulpizio say something that fits with your notion about China getting a piece of the CDMA IPR royalty pie. He said that the QCOM had an R&D team in China working with Chinese manufacturers to develop CDMA products, and that the Chinese government doesn't want to happen with 3G/CDMA what happened with GSM, where foreign vendors came in and "took it all". They are determined to get a piece of the 3G action 'In-house". FWIW. David T.