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

To: kech who wrote (60729)	3/3/2007 12:37:20 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 197001

Ketch, Re: "They must have some really compelling arguments to put the business through that kind of disruption and diversion of product." In addition to your reply--- I seem to recall Sprint's spectrum license required it to be put into use by a date certain, or loose it. Also Posted last month>>> A Slamasi Nextwave article. From the quotes-- all roads still require CDMA based technologies for backwards compatability and ubiquity reasons. And, CDMA + whatever = QCOM royalties + chipset sales...and the beat goes on!!! Snips>>> Ultimately, Salmasi does not see WiMax as decimating the CDMA technology he helped bring to market while at Qualcomm. “CDMA was my baby,” he said. “CDMA is a great technology, and it's going to remain a great technology in the marketplace. It's just that the road map for CDMA right now is not such that it's going to be more competitive than WiMax. WiMax will probably be more competitive, but these technologies will evolve over time. At some point in time, one would envision that they ultimately will converge.” signonsandiego.com

To: kech who wrote (60729)	3/3/2007 5:04:35 PM
From: slacker711	Read Replies (4) \| Respond to of 197001

For all we know, the whole investment Sprint has to make could be paid for by Intel and Motorola, so the risk (apart from disruption) to Sprint could be pretty small. Dont you think that the $3 billion dollars would show up on Sprint's balance sheet....and if it was off balance sheet financing (say future handset discounts) that they might have mentioned that to keep their stock price from a multi-year low? It is amazing how far people will reach to find reasons why a decision will go against the Q.... Slacker