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

To: kech who wrote (5101)	10/30/1997 3:40:00 PM
From: Scott Zion	Respond to of 152472

More on third generation CDMA ---------------------------------------------------- Japan Takes Broader View of Wideband CDMA's 3G Future By Jeremy Scott-Joynt 30-OCT-97 Japan is preparing to secure its role in next-generation cellular by forging relationships between NTT DoCoMo's W-CDMA standard and the wideband formats under development by the CDMA Development Group. ÿÿÿÿÿÿ Sources close to negotiations between the CDG and the Japanese government say that despite NTT's traditional dominance of telecoms standards, the Ministry of Posts and Telecoms is sure that Japan must also back the CDMAOne narrowband standard and its descendants. ÿÿÿÿÿÿ "Talking to MPT officials, their position is very strongly that Japan should not reinvent the wheel," said one CDG staffer. "Don't treat yourself as an island is the rule." ÿÿÿÿÿÿ The officials were very keen that the CDMAOne manufacturers, supplying operators DDI and IdoTsushin, "should not be intimidated by NTT", he said. ÿÿÿÿÿÿ In order to sustain a leading role in Asia, Japan knew it had to find ways of converging the two CDMA standards, the CDG official said. "NTT's boss, Junichiro Miyazu, said publicly in Singapore recently that there would be convergence between CDMAOne and W-CDMA. If it does happen, that's great. If it doesn't, then that's just the way it is." ÿÿÿÿÿÿ Such a move was important to ensure that roaming would be as widely available as possible, he said. But he went on: "The differences [between the two systems] are not that great. [By doing this] NTT has the opportunity to become a major international player." ÿÿÿÿÿÿ W-CDMA, which, apart from NTT DoCoMo has the backing of ten vendors including Motorola, Lucent, Nokia and Ericsson, is a strong candidate for the third generation standardization process in both Japan and Europe. But Motorola and Lucent are hedging their bets by backing wideband CDMAOne too, with the cooperation of Nortel, Qualcomm and - most recently - Korean maker Samsung. ÿÿÿÿÿÿ "The South Korean government and Samsung made a smart decision to go for CDMAOne" and to join the wideband development process, said one Samsung Telecoms executive. "We've been participating in the standards processes, and our strategy has now solidified - thanks partly to changes in the organization in Seoul" to support the shift in emphasis. ÿÿÿÿÿÿ

To: kech who wrote (5101)	10/30/1997 5:33:00 PM
From: IKM	Read Replies (1) \| Respond to of 152472

UMG merged its domestic cellular business into a JV with ATI's domestic cellular business. They had planned to sell it outright to ATI, but the consequences of the 1997 tax law put the kibosh on it. Now they intend to keep their interest. USW bought PCS licenses in its major cities and is launching CDMA at 1900. Nynex is now Bell Atlantic. They, ATI, and UMG own PrimeCo.

To: kech who wrote (5101)	11/7/1997 6:04:00 PM
From: Maurice Winn	Read Replies (11) \| Respond to of 152472

Tom, being the First Poster, I guess you get the privilege of this, which is not the Last Post. techstocks.com Just so people know where I've gone. No, I haven't sold my Qualcomm or Globalstar shares. Yes, I have full confidence in them, though I wish they'd figure out how to price their systems properly to overcome technical problems, increase system use, reduce costs and greatly improve customer happiness. But somebody else will have to pick that up and push it if they want their share price to maximize and their profits to be prolific instead of very good. Thanks to all the contributors over the past nearly 2 years to the SI Qualcomm discussions. I've appreciated your contributions very much. Bill Frezza was vanquished. Ericsson is on the ropes. Jim Lurgio was converted [thanks Jim for being an enthusiastic contributor]. cdmaOne should be at 7 314 159 subscribers by year end with growth prospects looking amazing for 1998. Not bad for a product which was supposed to break the laws of physics. Quite a while ago, the whole cdmaOne world got too big for me to keep up with. I need a smaller paddock to play in. 1997 results out in a couple of days, so that should be a good time to bow out [again] from discussions. Progress seems slow on a day by day basis, but look back 18 months to when it was questionable - and buying opportunities were great. $2bn revenue should be no trouble, as predicted by this lone voice over a year ago when Frezza was still seriously talking about failure. Profit remains elusive due to massive reinvestment, but Qualcomm should keep pushing it up to keep the graphs looking good for people who focus on that. I still haven't worked out a new trading range after the last one lasted only a few months. At a rough guess, I suppose it has to be somewhere between $60 and $100. Thanks to all you Qualcomm people who have been working to make cdmaOne, Omnitracs, Eudora, Globalstar etc the successes they have been. Congratulations [before even seeing the report] on an excellent year's result. Ramsey, Chris, Harvey, all you lot, isn't it a wonderful world, this SI place! Thanks for the company. No doubt we'll bump into each other. Gotta rush, otherwise I'd do a LONG post! Have fun Monday! Mqurice