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

To: carranza2 who wrote (94399)	2/23/2001 12:48:17 PM
From: Keith Feral	Respond to of 152472

Carranza: QCOM is on the verge of completing the standardization process for 1xEV in a 5 MHZ channel. 1xEV is already standardized for 1xEV in a 1.25 MHZ channel. The white papers floating around should be accompanied with a new ASIC for 1xEV in a 5 MHZ channel. This is the big enchilada. Let's think about what 1xEV does to GPRS once it is standardized. Wait a second, let's think why didn't any of the US CDMA2000 companies consider GPRS for data. The mere thought of Sprint PCS abandoning 1xEV to install GPRS in a CDMA2000 network has me ROTFLMAO. The same conclusions should be equally obvious to Euro telecom operators once they examine 1xEV (5MhZ) vs. GPRS. The problem is that up until now, QCOM could only say that 1xEV would work in a 5 MHZ spectrum. Now, they have the documents (and products) to back them up. When you look at the white papers for 1xEV, there was a priority for narrowband spectrum. With that work done, the standards are finally being delivered for wideband spectrum. The visibility for 1xEV data solutions should no longer be thought of as a CDMA2000 overlay of the GSM network to compete with WCDMA. 1xEV will exist as a data solution to replace GPRS and build a eveolutionary pathway to WCDMA. Wouldn't you rather have a 3G network with 2 IMT approved standards - 1xEV and WCDMA? Why would you waste your time on GPRS & WCDMA? GPRS is never going to be approved as a 3G standard. To realize the highest degree of harmonization (not to mention performance), 1xEV is a much better data solution for a UMTS network than GPRS. The beautiful thing for QCOM is now they can participate in the immediate upgrades of GSM to 2.5 G (1xEV vs. GPRS) for data. The next evolution of the network to 3G for voice, data, video, etc... will also directly benefit QCOM. The immediate impact from 1XEV sales to Europe would have a significant improvement in QCOM's discounted cash flow as they would be delivering chips and generating royalties by the end of the year.