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

To: Ramsey Su who wrote (12211)	6/28/2001 11:25:10 PM
From: Eric L	Read Replies (2) \| Respond to of 196985

Ramsey, << In 4-5 years, it is going to be a practically 100% CDMA world regardless of flavor. >> Not to be a spoil sport but, if you look at the sub forecast in latest QCOM slideware just posted, by 2005 end (4 years), CDMA (all flavors) will be 25% of the worldwide sub base, which is a big improvement over todays 12.1%, but quite a ways from 100% The same source that is forecasting CDMA subs of 375,000 (including 10 million WCDMA) by end of 2005 is forecasting 971.5 GSM (GPRS) subs end of 2005. Then there is TDMA and PHS, and if there are only 10 million WCDMA there is a lot of PHS left. << there is no 3G standards that is not CDMA >> Two are not. One is EDGE. Other is DECT. Neither are forecast currently to have major impact 4 to 5 years out. That could change. - Eric -

To: Ramsey Su who wrote (12211)	6/29/2001 9:41:57 AM
From: pcstel	Read Replies (1) \| Respond to of 196985

Ramsey: If my memory is not failing, I believe it was DSC, which was acquired by Intel. Yes, DSPCommunications was acquired by Intel.. Since then.. Intel has punted on the IS-95/2000 arena and moved to the WCDMA ASIC development theology.. Intel announced a partnership with Mitsubishi Electric some months ago for WCDMA Asic development. PrarieComm.. prariecomm.com Do you know anyone that is/planning on using their chips? And plans for their IPO seem to have submerged once again.. The "self supply" Asic licensee's were hindered by Technology Entitlement Aspect of being limited to self-supply.. How many CDMA phones did Nokia sell last year... Was it enough "Scale-wise" to justify a valid attempt at Qualcomm's Asic superiority? Even if they made a Asic better than QCOM.. They could not resell it.. So in my opinion.. Almost everyone has moved on to WCDMA Asic's development.. They may feel the playing field is a little more level in that arena.. That is why I contend that WCDMA has weakened Qualcomm IPR position.. Qualcomm no longer controls Administration of Technology Entitlement.. That is a BIG LOSS In my opinion!! PCSTEL