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

To: 100cfm who wrote (41555)	7/19/2004 9:09:12 AM
From: Art Bechhoefer	Read Replies (1) \| Respond to of 197225

Didn't QCOM sell its CSM business to Ericsson? Art <eom>

To: 100cfm who wrote (41555)	7/20/2004 12:43:48 AM
From: pcstel	Respond to of 197225

Do you know why Q won't or can't make a CSM for WCDMA. It seems to me they are missing out on big market as the rest of the world ramps their wcdma network buildouts. My guess would be too many potential problems for too little financial gain. In theory, Qualcomm gets the same royalty rate on the infrastructure, independent if Qualcomm's CSM are used or not. So there is no incremental gain in royalty rates for producing CSM's. And size and power requirements are not as big a concern for the Base Station Equipment as it is in the handset. So there would be no large competitive advantage in more compact CSM's compared to the competition.. (Except for Tero's Base Station the size of a "postage stamp" theory"). And if VW-40 had any technical problems.. They (The GSM Cabal) would surely point their finger at Qualcomm's CSM as being the source of the root of all WCDMA evil.... (That would be bad for the stock price) Seems much easier to just skip all the interop. testing with all the vendors of MSM ASIC's and just stick to the MSM side of things. (Hint... With several WCDMA CSM vendors.. The margins probably are not as good as on the 1X, 1X-EV-DO side of things). PCSTEL