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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Jon Koplik who wrote (94286)	2/22/2001 7:57:11 PM
From: CAtechTrader	Read Replies (1) \| Respond to of 152472

QCOM has been pushing CDMA 2000 as the real deal 3G, the Europeans have tried to screw around with W-CDMA and cannot agree on standards...it is no surprise they will be delayed. QCOM was right and CDMA is not easy to implement. QCOM has the keys, no one else. With adoption of CDMA2000 in the US and Asia, QCOM will rule 3G for sure now. Anyone who sells QCOM off on this does not know what it means. It means the Europeans are failing in their attempt to work around QCOM. If they sell it, I will buy it...This news vindicates what QCOM has said all along. From the FT article: "However, Qualcomm, which claims to hold most of the intellectual patents on which the two main 3G standards are based, says there are serious technical hurdles still to be crossed before the standard used in Europe (known as wideband-CDMA) is ready. Mr Jacobs believes a rival 3G standard known as CDMA-2000 will be quicker to market, although its critics claim Qualcomm is biased against W-CDMA because of closer ties with CDMA-2000." CDMA2000 is the solution to 3G, not the WCDMA or GPRS promised by the European. Now the whole world know what the mighty Q is capable of.

To: Jon Koplik who wrote (94286)	2/22/2001 8:05:44 PM
From: slacker711	Respond to of 152472

IT IS NOT EASY to "do" CDMA technology. I dont argue with the above.... However, it is still not good news when W-CDMA is delayed. I have asked this question a couple of times....when IS-95/GSM were delayed in the early 90's, does anybody remember operators defecting to TDMA? It seems like once operators committ to an upgrade path that it becomes set in stone. OTOH....if W-CDMA were to be rolled out next year, Qualcomm would be in a position for absolutely huge earnings in '02/'03. There is absolutely no way that a delay in W-CDMA would increase their earnings during those years. I always think of the big fish in a little pond analogy.... Slacker