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

To: Ruffian who wrote (95677)	3/13/2001 3:36:21 PM
From: Jon Koplik	Respond to of 152472

Re : Korean hopes of "drawing investments from Japanese and European service providers" -- the Japanese and European companies that committed to the GPRS, then (possibly) EDGE, then WCDMA path ... look about as clever as people who wanted to contact Maurice to invest in his Reverse Graviton (perpetual motion) machine. Jon.

To: Ruffian who wrote (95677)	3/13/2001 5:38:49 PM
From: Rajala	Read Replies (5) \| Respond to of 152472

>also said Qualcomm's licensing and royalty position >is as strong in wideband code-division multiple access >(WCDMA) wireless technology as it is in current CDMA >technologies. > Hmmm. So Q´s position is as strong in WCDMA as in CDMA1 or CDMA2000. Well well well. This can mean only one of the two things: a) Q was so extremely sloppy in drafting their own CDMA1 and CDMA2000 standards that their IPR position can be challenged by others, or b) E, N, S, A et al when crafting the ETSI standard, systematically and intentionally worked in Q´s patents to the extent that they themselves will go belly up as soon as the 3G arrives Of course there is also the distant possibility that Mr. Thornley´s statement was complete baloney. That´s unlikely though. If the situation really was (this is hypothetical of course) that WCDMA patents were assailable, and the company would be left with what is essentially a betamax 2G system and a loser 3G concept, he would surely tell us so. >Even so, Thornley said Qualcomm's CDMA2000 wireless >technology, the next-generation competitor to WCDMA, >will provide carriers cost savings. Mr. Thornley is obviously suffering from serious short memory black outs. Someone should remind him that since Q will receive similar income of WCDMA and CDMA2000, there is really no need to struggle for CMDA2000. - rajala

To: Ruffian who wrote (95677)	3/14/2001 7:28:39 AM
From: Labrador	Read Replies (1) \| Respond to of 152472

>>Thornley also said recent decisions by Korean wireless service providers to use a technology migration path to WCDMA was influenced by their hopes of drawing investments from Japanese and European service providers.<< I suspect also that there's a benefit being able to use the phones in neighboring countries [e.g., Japan]. Also Korean providers are cash strapped and looking for cash from such deep pockets as Docomo [which already has an investment in one Korean provider]. There's an obvious cost advantage with CDMA2000 but the move to WCDMA seems to be political and based on receiving $$ from investors. And these investors are in the WCDMA camp.