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

To: JGoren who wrote (21914)	4/28/2002 1:56:15 PM
From: kech	Read Replies (2) \| Respond to of 196599

Would Siemens purchase of MOT network biz be good or bad for Qcom? Beats me. If Siemens/MOT can take CDMA "where it has not gone before" then it is good. On the other hand, if it deep sixes new MOT contracts in CDMA and pushes for 3G/UMTS (kind of like Ericsson) it might be considered to be not so good. In general I am a little uncomfortable losing one of the 3 horsemen of CDMA infrastructure (Nortel, LU and Motorola) and having them owned by a dedicated member of Euro cabal. I guess previous hopes of Ericsson pushing CDMA2000 were dashed so it is hard not to see something similar happening. Maybe this time it is different.

To: JGoren who wrote (21914)	4/28/2002 3:53:58 PM
From: Dennis Roth	Read Replies (1) \| Respond to of 196599

Would Siemens purchase of MOT network biz be good or bad for Qcom? Siemens signed a CDMA Subscriber Equipment License with Qualcomm for IS-95 in July 1996, icn.siemens.com , but to my memory has never produced IS-95 CDMA subscriber equipment. That and its European based upper management make me think that their taking control of Motorola's wireless infrastructure business would be bad for CDMA-2000. Having two less-than-enthusiastic CDMA-2000 infrastructure providers, Ericsson and Siemens, along with Lucent and Nortel being so financially weak, would not be good. But then, unless Motorola is so hard up for cash or so desperate to exit the infrastructure business that they are willing to sell the CDMA infrastructure business for less than it is worth, Siemens wouldn't want to buy it. My WAG is that the newspaper story is just talk. Siemens is just feeling Motorola out about the idea, but won't want it if Motorola demands a price near what it is truely worth. BWDIK? 151