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


To: Cooters who wrote (120247)6/12/2002 8:07:50 PM
From: techlvr  Read Replies (2) | Respond to of 152472
 
How on earth do they continue to get it wrong!!!

"EV-DO is crucial for its developer, Qualcomm, which aims to make a chipset that will win widespread acceptance when W-CDMA 3G begins. W-CDMA is based on the rival European Global System for Mobile Communications (GSM) standard. But if Qualcomm can show EV-DO has faster data transmission and can be integrated into GSM, it will grab market share. "This is a survival tool for Qualcomm," says Julius Kim of ABN Amro Asia. "If it doesn't come up with a working model in Europe, it won't have any customers.""

????

Still no idea that QCOM holds the essential patents to WCDMA and has agreements with almost the whole wireless tech world to prove it.

The article makes it sound as if WCDMA is the gold standard, and that EV/DO is some temporary bandaid. This gets frustrating.......



To: Cooters who wrote (120247)6/12/2002 8:58:51 PM
From: golfinvestor  Read Replies (3) | Respond to of 152472
 
<In fact, EV-DO could act as a bridge to the next generation, whetting consumer appetites for speedier data transmission and allowing carriers to collect the huge revenues needed to fund full-blown 3G.>

LOL! The EV-DO bridge is built and wCDMA is still on the drawing board!

<SK Telecom announced in April it would delay its full-blown 3G launch by a year to 2004.>

I'd be surprised if they ever build out wCDMA. It can only mean more royalties to Q.



To: Cooters who wrote (120247)6/12/2002 9:53:11 PM
From: Dexter Lives On  Read Replies (1) | Respond to of 152472
 
Julius Kim, telecoms analyst for ABN Amro in Seoul , says he was told by European telecoms carriers during a recent trip that they preferred to wait for 4G, in the form of data speeds approaching 10 megabytes per second, in the absence of solid markets for W-CDMA's signature applications like videoconferencing. "About 75% of them said they don't need 3G. They were very curious about EV-DO, but some said they don't want to go to 3G at all. They thought they should skip to 4G."

That's a pretty bitter pill to swallow!

Rob