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

To: Eric L who wrote (7881)	2/27/2001 8:12:52 PM
From: kech	Read Replies (1) \| Respond to of 196633

Eric L. - Why so irate with Dr. J's comments? For anyone waiting and waiting for the first implementation of CDMA it really did take a long time to get the bugs out of the system. There were endless software patches from Motorola on systems in LA, Seattle and Chicago. Why is it off base to think that this kind of tweaking wouldn't have to occur with W-CDMA systems? If you are mad though that he didn't have a concrete announcement of a company clearly interested in using 1x-evdo on current spectrum, then I can agree. However, it could still be forthcoming and maybe he doesn't have a strong enough commitment yet to make an announcement but some could still be in the wings - waiting for 1xevd0 or 1xevdv approval into IMT-2000.

To: Eric L who wrote (7881)	2/27/2001 10:28:00 PM
From: A.L. Reagan	Read Replies (4) \| Respond to of 196633

Eric, as you know from the NOK thread I too am irate about IJ's comments. For those here who just "don't get it" see if you can follow these simple steps: 1. IJ spends two years preaching the gospel that don't worry if w-CDMA gets 70-80% of the 3G market, QCOM will get the same royalties. 2. QCOM announces two new w-CDMA chip families (in the past two months). 3. IJ sez, essentially, w-CDMA is a near term mirage. (Connect the dots, gang, that means no w-CDMA royalties, no w-CDMA chip sales). IT IS TOO LATE FOR THE MAJOR OPERATORS IN EUROPE TO CHANGE TO A DIFFERENT NETWORK PROTOCOL. HERE QCOM SHOWS UP AT THE GSM CONGRESS AND BASICALLY URINATES ON THE CARPET! (Please understand puffery and salesmanship are one thing, but in a questionable attempt to "diss" the competition, IJ ended up pissing all over himself. It is handsets that are the technical issue, not base stations, so here we have QCOM announce handset chipsets and then a very short time later de facto announce they will be vaporware for years - whether true or not, that's what the man said.) Now, off the rant and onto my next question for the thread. Here is a snip from a Reuters article today from the shareholder's meeting: Jacobs said he was optimistic of the likelihood that China would sign contracts to use CDMA by the end of the year. siliconinvestor.com From loadeng's postings, and other news, is sounds like contracts have already happened. Bad Reuters reporting, IJ hoof in mouth redux, or the honest truth? Comments?