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

To: Skeeter Bug who wrote (130016)	7/1/2003 9:39:43 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Skeeter, you probably saw that in Europe about $100bn was bid for spectrum in 3G. The reason for the high bids is that spectrum is valuable. CDMA can fit a lot more into a given amount of spectrum, namely about 6 times as much as GSM. Not only that, the functionality is so much more with CDMA. GPRS, which is a GSM upgrade, can do a bit of data, but W-CDMA and CDMA2000 can byte off big chunks in a short time. 1xEV-DO can byte of megachunks. Since everyone will want Google on the hoof at a cheap price [to be in touch with It wherever they are], they will have to have CDMA or combo CDMA/WiFi. You are right that QUALCOMM will be paid a royalty for all versions of CDMA. Even if GSM was good enough for some people, it's not good enough for the telecom companies because they can squeeze 6 times as many people into a given bandwidth with CDMA and that means more profit for them [or, if not more profit, at least they will remain competitive with other telecom companies]. So, there is large scale pressure in the direction of CDMA of whatever version. Mqurice