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

To: Dexter Lives On who wrote (123545)	8/26/2002 11:01:07 AM
From: qveauriche	Respond to of 152472

robv- they have flipped a number of TDMA carriers in LA to CDMA. China Unicom, previously a pure GSM carrier, now operates a CDMA network. CDMA carriers are springing up worldwide. The progress is much slower than I had hoped, largely because of the faith GSM carriers placed in the empty promises of Nokia, but even within Mother Europe the friction of those relationships is growing. I want to stress again that I think you're arguing a different point. I am arguing purely the tech point. I could be 100% right and QCOM could still crater as an investment for many other unrelated reasons. But as for the heat GSM is feeling from CDMA, consider the following. In 1995, GSM dominated wireless WORLDWIDE, with virtually every system operating on it or its American variant TDMA. Nokia was the undisputed king or wireless, and the darling of Wall Street. Who would have imagined that, within 7 short years, CDMA would take up to 20% of the world market; that cdma would be the 3g choice of even the world's GSM carriers; that Nokia would wage an expensive campaign to try to engineer around QCOM patents and would fail; that Nokia would have agreed to pay a royalty to QCOM on every 3g phone it sells where in the 2g world Nokia and other GSM pool members got away with themselves charging royalties totaling 28% to outsiders, that the form of CDMA declared by QCOM to be the highest exponent of the technology would beat Nokia's version to market and roll up such a huge lead in 3g subscriptions. If one had submitted to Tero and Nokia in 1995 such predictions for a mere 7 years hence, the hoots and hollers would have been.....interesting. So I think its wrong to say that CDMA has not made important inroads against the GSM hegemony. Respectfully.