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

To: Theophile who wrote (7990)	3/1/2001 8:10:34 PM
From: foundation	Read Replies (2) \| Respond to of 196649

after November ---------- mt, My reference to November was that it was the likely month for 1xevdo to receive imt2000 certification by the ITU .... and that imt2000 certification is really mandatory for serious consideration by Europe's operators. I would not feel comfortable speculating on 1xevdo prospects beyond this point.... imo, 1xevdv - operating on a 5mhz band - is the standard that may prove tempting... and the odds are increasing that it will not receive imt2000 certification until perhaps as late as November 2002 (but Q could well have commercial volumes of chipsets ((and most certainly sampling)) ready concurrent with this date)... which may still provide sufficient time to generate Euro fireworks - if IJ's and Seybold's 2004-5 timeline for wcdma/umts is correct. ben

To: Theophile who wrote (7990)	3/1/2001 8:17:18 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 196649

Tables Turned against the GSM gang I have no problems with Company A promoting its product as a better or timelier solution than Company B's. But it seems those Holy War fightin' attitudes don't die easily - including with Dr. IJ. For the past 12 months QCOM has done an excellent job supporting the idea that it is in the WCDMA business - both as a licensor and as a chipset provider. Lots of press releases and conference calls have been made to beat this concept into the minds of WS. So then the CEO essentially says: hey, WS, 70% of those 3G royalties we've been telling you are just like CDMA2000, and these wonderful new chipsets we've announced... don't be holding your breath on seeing these in our P&L anytime soon. And then there was kind of the "rub their noses in it" attitude that came across... and this is no way to treat a customer or a potential customer. W/r/t "it is not possible to lose what doesn't exist" then QCOM should have downplayed WCDMA licensing revenues and chipset sales potential the past 12 months - not hyping it, and then dissing it. Had the comments on WCDMA been a bit less time-specific, and more to the point of "here's a lower-cost of ownership solution that will be available earlier, but regardless, QCOM will be at the forefront whenever WCDMA technologies are deployed" then I doubt there would have been such a furor.

To: Theophile who wrote (7990)	3/1/2001 9:19:47 PM
From: samim anbarcioglu	Read Replies (1) \| Respond to of 196649

mthomas77 >>WRT the FUDD missile launched by IJ at Cannes. What about it FUD? I don'y mind the CEO of the company pushing our wares? This what we have, this is what we have to can do for you considering the particular circumstances, it may be the best option etc.. What's wrong with that? He wasn't rude, he wasn't in aany way or form out of line. He did not piss on the carpet, it's his job to push our products. Best regards,

To: Theophile who wrote (7990)	3/2/2001 2:34:16 AM
From: cfoe	Read Replies (1) \| Respond to of 196649

...but it IS possible to take a stance and stop the eternal push-out of launch dates, hence, revenues. I believe that Irwin spoke up about WCDMA because of the GPRS experience. As Irwin reminded everyone at both the SHM and the AM, QCOM said over a year ago that the GPRS phones would be delayed and said why. No one believed them. Now GPRS phones are delayed another year, and no one from the GSM/GPRS camp (vendors, SPs or the public) has come forth to say "QCOM, you were right." They just ignore the facts and put out a new spin, a new promise that may very well be just as reliable (which is not very). I think Irwin was correct to "challenge" NOK and DoCoMo on WCDMA deployment. If it spurs them to prove him wrong, QCOM wins whatever the outcome. Either WCDMA gets rolled out by next year and QCOM starts getting mega-bucks, or the truth that it does not work (at least not up to 3G standards) is clear and the SPs will know that their choice will be to switch (even if only "temproarily") or suffer real financial hurt. I remember that someone else on this thread recently posted something to this effect, that QCOM needed to bring this issue to a head now, since they have most of the chips. Time gives other players a chance. Time is on QCOM's side for now, and it is "Internet time," not European GSM migration time.