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

To: David E. Taylor who wrote (21968)	4/29/2002 5:36:53 PM
From: Eric L	Read Replies (1) \| Respond to of 197226

David, << I thought that R-UIM support (required for China handsets) was first provided in the MSM5100/5105, and not in any of the MSM3xxx's >> MSM3300 was first chip to support R-UIM cards and is being used in China. - Eric -

To: David E. Taylor who wrote (21968)	4/29/2002 5:55:24 PM
From: carranza2	Respond to of 197226

Now that we know that IS 95 A/B chips can support R-UIM, it appears almost certain that the Chinese are the substantial purchasers of CDMAOne chips we're looking for. Of course, someone could theoretically be getting ready for the Indian market despite the unresolved legal tangle, but that possibility seems highly unlikely. Plus, Unicom is upgrading the network to 1x, so why would they want any non-1x chips in their handsets? Price. Sell to customers who are looking for the cheapest CDMA phone they can buy. It's not a wealthy market and not all customers are going to need or buy the full bell and whistles 1x models, which aren't yet available in China anyway. Plus, the conversion to 1x won't happen overnight and phones need to be sold in the meantime. The CDMAOne phones will work on a 1x network, so that's not a problem.