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


To: engineer who wrote (33045)3/3/2003 2:18:02 PM
From: DiB  Respond to of 198323
 
Engineer et al,
may I ask you couple WCDMA-related questions? Would it be in QCOM's interest to help out the crowd and work on "fixing" WCDMA, so that it actually becomes a "carrier-implementable" standard? Could you name the top 5 or 10 list of current WCDMA problems?

Thanks a lot,

-DiB



To: engineer who wrote (33045)3/3/2003 6:03:48 PM
From: Sun Tzu  Read Replies (2) | Respond to of 198323
 
>> 2 Datang & Siemens win a lawsuit and do not have to pay Qualcomm royalties on TD-SCDMA

> 2. Maybe, but no likely.

>> 3 China licenses 4 carriers for 3G, but CDMA2000 is not allowed. Choices are WCDMA & TD-SCDMA

> 3. China will not do this EVER. They are on a path to take back domestic market from teh GSM group...

What do you think were China's motives in developing TD-SCDMA? It is not as if they can easily export it to the world. The most likely reason for development of TD-SCDMA, IMO, is so that China can somehow avoid paying loyalties and have a home brewed solution for the domestic market. Pardon my ignorance but why are you so adamant in dismissing TD-SCDMA as a threat?



To: engineer who wrote (33045)3/4/2003 6:21:08 PM
From: Maurice Winn  Respond to of 198323
 
<3 China licenses 4 carriers for 3G, but CDMA2000 is not allowed. Choices are WCDMA & TD-SCDMA>

Your comment:
<3. China will not do this EVER. They are on a path to take back domestic market from teh GSM group based on very favorable royatly rates and major assistance from CDMA group. They may adopt a second standard and deploy it IF they get an even more favorable deal from the Siemens group.>

I agree. Nokia has proposed 5% for W-CDMA. They didn't propose 2% for China. Anyway, China is stuck with 10% at present = 5% for QCOM and 5% for the rest. W-CDMA is going nowhere. Certainly not in China, where as you say, they can look over the fence at Korea and see how much money has been made for Samsung and co and how good cdma2000 is for the citizens and economy.

Mqurice