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

To: Ruffian who wrote (110827)	1/12/2002 11:16:14 AM
From: gdichaz	Respond to of 152472

Ruffian: Thanks. Best. Chaz PS Fun that Tero implies, now that he sees the Q's future as seeming to be attractive in a long run investment time frame, that he has been a closet Q fan all along.

To: Ruffian who wrote (110827)	1/12/2002 11:50:24 AM
From: METMAN	Read Replies (3) \| Respond to of 152472

Ruff .... it would appear that Tero's rhetoric is rising to the same proportions it did in the 1995-1998 years just prior to Qualcomm and Ericsson settling their long time disputes .... That bodes well for Qualcomm in 2002.5-2005+ ...... regards, metman

To: Ruffian who wrote (110827)	1/12/2002 12:27:11 PM
From: Keith Feral	Read Replies (2) \| Respond to of 152472

What a great spin for QCOM!! "The house takes all." Of course, his seperation of CDMA2000 and WCDMA is an interesting angle. QCOM collects the same royalties for WCDMA as CDMA2000. If he wants to make arbitrary predictions that QCOM will only receive 3% WCDMA royalties, he is entitled to his opinion. At one point, I'm not even sure QCOM would ever get paid. It's good to see him publicly applaud QCOM's IPR victory in the WCDMA equipment market. However, if people want to play WCDMA, QCOM's IPR assures that, "The house takes all." I don't mind his rhetoric about 1xRTT. QCOM still has an 12 month lead time over WCDMA at this point. Critical mass for WCDMA is at least 18 months away. J Phone and DoCoMo will both be live by June. VOD is not that far away once the standards get hammered out in Japan. The sooner that the house takes all for CDMA2000 and WCDMA, the better. It's ironic to sense the amount of nervousness about the outlook for CDMA2000 and WCDMA at the very moment that the product cycles are about to start generating revenue growth and EPS growth for the first time since Q4 1999.

To: Ruffian who wrote (110827)	1/12/2002 1:46:13 PM
From: gdichaz	Respond to of 152472

Ruffian: Thinking about Tero a bit, long, long, ago Tero and I used to have fun (on my side) with his blinders re: CDMA and Qualcomm. I used to sign off with, Qualcomm and Nokia, together the world. Wish that had happened. But it did not. Done. Now, we go from here, and Nokia lost. Even Tero is now implying so, not quite yet saying so, but the fun of reading between the lines for those who try to do so is clear. Nokia goofed. Once Tero is a Q fan, that's all she wrote. Best. Chaz

To: Ruffian who wrote (110827)	1/12/2002 10:27:23 PM
From: Rick	Read Replies (1) \| Respond to of 152472

The Economist, January 12th, 2002 edition: Does South Korea lead the world in third-generation mobile telecoms, or has it gone down a dead end? "....The split goes back to the early 1990s, when countries were moving from first-generation analogue phones to second-generation digital ones. Most governments—including many in East Asia—chose to adopt the European standard, GSM, which is now used in about 65% of the world's mobile networks. South Korea, however, opted for a rival standard called CDMA, which is used in around 15% of the world's networks. So far this has been a nuisance mainly to Asian and European travellers to South Korea, where they find that their GSM phones do not work. Now, however, it is proving a boon, because both rival 3G technologies, CDMA2000 and W-CDMA, are (as their names suggest) based on CDMA. Suddenly, equipment makers and operators that are already using CDMA have a head start. In such countries as South Korea, Brazil, India and Mexico, where existing 2G networks already use CDMA, upgrading to 3G's higher speeds in the form of CDMA2000 is relatively cheap and simple. Countries that adopted GSM, however, are having to build new networks from scratch at great expense. As a result, some parts of the developing world may have high-speed mobile networks before many European countries. Unfortunately, W-CDMA, the 3G standard that has been adopted by the Japanese and Europeans, is incompatible with CDMA2000, the version in South Korea and elsewhere. The former has been plagued by technical problems; aside from a few small experimental networks, no W-CDMA systems are yet up and running outside Japan. This is largely because W-CDMA is entirely new—unlike CDMA2000, which is an evolution of a mature standard. Another problem is that the W-CDMA camp is much larger than its rival, which means it takes longer to get everybody to agree, and to get their equipment to work together. The huge debts run up by European operators to pay for their 3G licences may have slowed things down too. The result is a face-off between CDMA2000 technology, which is already available, and W-CDMA technology, which is late and more expensive, but is more widely backed. Hardcore supporters of the former argue that the entire W-CDMA initiative will collapse, enabling CDMA2000 to emerge as the world standard. More realistically, makers of CDMA2000 equipment, such as Lucent Technologies, hope to tempt 3G operators to defect from W-CDMA...." economist.com - Fred