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

To: LarsA who wrote (9922)	4/17/2001 2:06:41 PM
From: Peter J Hudson	Read Replies (1) \| Respond to of 196656

LarsA, I don't think Qcommies hate GSM, but those of us that have followed the QCOM story remember the attacks from the GSM proponents. Both ERICY and NOK maintained that they didn't need QCOM's IPR for WCDMA. Now NOK claims it doesn't need a new license agreement. The Q zealots didn't just wake up one morning hating the GSM guild, there has been a concerted effort to thwart the proliferation of CDMA. However, I agree with you it's time to get over it! Lars, it is statements like this that offend Qcommies <<They are QCOM customers already. But that's not enough apparently - they also have to buy the chips and the BREW and what not, from QCOM.>> I assume you know that BREW is licensed without charge and regardless of technology and there is no requirement to purchase chips from QCOM. So what is the point of your statement. Pete

To: LarsA who wrote (9922)	4/17/2001 2:40:37 PM
From: Art Bechhoefer	Respond to of 196656

Lars: Re "Buy some Nokia to go with your QCOM." Actually, I am beginning to think that Nokia is turning into an ideal short sale. Your analogy to other standards doesn't quite hold up. First of all, in regard to 110 vs. 220 volts, most modern structures in the U.S. receive 220 volts and use that service for appliances such as electric ranges, electric dryers, and domestic hot water heaters for the reason that you gave--the need for thicker wires for lower voltage. As for which CDMA system is adopted, especially now that QCOM has chips that enable a GSM user to migrate directly to CDMA2000, I am arguing merely that with a level playing field and no political or financial pressures applied to certain customers, CDMA2000, along with the high data rate upgrades available for CDMAOne, would be the sure winner because of price and performance. Except in Europe, where the pressure to maintain a GSM environment is intended to exclude CDMA2000, I think competition will eventually determine the winner. Further evidence of my argument comes from the specifications for WCDMA, which at the time they were adopted as a standard guaranteed that CDMAOne handsets would be incompatible with WCDMA--and that was the intent. Now that QUALCOMM has the products that create a seamless compatibility for GSM or CDMA moving toward 3G, and now that QUALCOMM has licensed dozens of Asian manufacturers with low labor costs to produce CDMA appliances, I hope you will understand why I conclude that Nokia, with its higher production costs and lower grade technology, is a rather good potential short sale. Art