Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: tero kuittinen who wrote (8634)	2/18/1998 3:35:00 PM
From: Walter Liu	Respond to of 152472

Tero: Please gets your facts correct before you post something. "Just like the whole W-CDMA concept seemed totally alien to Americans in the telecom threads just six months ago." Do you know what is the original bandwidth that Qualcomm propose for IS95? 5Mhz. Why 1.25Mhz as IS95 finally proposed? Why don't you do some research on US cellular band allocation and tell me what is the widest bandwidth that the US cellular companies can use their frequency. What you wish is not necessary what is the fact, please keep that in mind.

To: tero kuittinen who wrote (8634)	2/18/1998 5:22:00 PM
From: kech	Read Replies (1) \| Respond to of 152472

Tero- Hope you keep posting. It constantly amazes me how people can view the same set of underlying facts so differently. It is all in the spin. But you also have to realize that people may feel an obligation to save you from your own statist blinders. Even if the Nordic equipment suppliers are capable of manipulating the European Standards bodies to pick a standard for European protectionist purposes it doesn't go down well. It may be an accurate portrayal of what will happen but it is not a competitive outcome in the way that most people think of the term-- intense competition on colors of handsets notwithstanding. QCOM fans in general believe in free trade, the gales of creative destruction, brilliant managers and their unlimited possibilities. Maybe it too has its own blinders - but you have to envision the kind of world you would like to be in and act to make it possible. It also has the virtue that a lot of times these forces are stronger than the forces of statist monopolies, regulation, and protection. (Ramsey gags in the background , Maurice enters stage left to pick up mantra of idealism) Tom

To: tero kuittinen who wrote (8634)	2/19/1998 7:08:00 AM
From: qdog	Read Replies (1) \| Respond to of 152472

When are you going to have an open mind? Article out of the GSM World Congress confirms that QCOM IPR's are central to this variant of CDMA. Read the release. Fact NTT last year said that 3G would be backward compatible, not only with IS-95, but all stnadards, to include GSM, PHS, TDMA. But you seem to like to distort the facts with your smug Nordic arrogance. Fact, ETSI is Europe, but not the ITU, which will be the final test for any standard. ETSI is not a governing board that will influence anything done in the US. The ITU will be, however, will be recognized. Fact W-TDMA will be proposed to the ITU by a consortium of companies that includes, none other than Ericsson. Nothing like playing both sides of the fence. This from a company that has 5 patents pertaining to CDMA. How many patents does Nokia have? As to your knowledge of telecommunication I doubt it is very strong. You are more a cheerleader of a football team than someone that debates the merits and techincal side of technology. When you can do that then you get reasonable responds. Otherwise you are chanting BS and acting like a hooligan at a soccer match. Pay up the royalty fee's chump.

To: tero kuittinen who wrote (8634)	2/20/1998 2:06:00 AM
From: Asterisk	Read Replies (2) \| Respond to of 152472

First of all: I found the article that I have been referring to, it came from the Kyodo News Service, and was posted to the Frezzas Forum on July 24 of 1997, here is the full text: Kyodo News Service TOKYO, July 24 (Kyodo) - NTT Mobile Communications Network Inc. (NTT DoCoMo) and Qualcomm Inc. of the United States, two majors in the cellular phone industry, have agreed to promote technological exchanges toward a global standard for next-generation cellular phone technology, an NTT DoCoMo spokesman said Thursday. Koji Oboshi, president of NTT DoCoMo, and Irwin Jacobs, chairman of Qualcomm, reached the verbal agreement in a July 8 meeting on the opening day of an international cellular phone trade show in Tokyo, the spokesman said. ''We strongly want to accomplish global standardization of next-generation cellular phone technology...we do not want to make our cellular phones something that can be used only in Japan,'' the spokesman said. NTT DoComo is ready to adjust its cellular phone technology so that its technological format can be unified with that of cellular phones to be made by Qualcomm, he said. ''I personally believe that Qualcomm will also benefit from global standardization, because it would make it possible for the maker to sell the same cellular phones anywhere in the world,'' he said. Next-generation cellular phone technology involves boosting the speed of information transmission by more than 200 times from the current 9,600 bits per second (bps) to 2 mega bps. The higher speed would enable cellular phones to receive moving images on displays, on top of sound information. The next-generation cellular phones would also reduce the danger of communications being obstructed by congested flows of micro waves in urban areas with numerous simultaneous users. NTT DoCoMo wants to market its next-generation cellular phones in 2000. The company is now developing its own version of code division multiple access (CDMA) technology originally developed by Qualcomm, and has received support for the format from Nokia Group of Finland and Telefon AB L.M. Ericsson of Sweden. Qualcomm, based in San Diego, California, is at the core of an alliance of U.S. and Canadian telecommunications equipment makers that includes such titans as Motorola Inc., Lucent Technologies Inc. and Northern Telecom Ltd. The U.S.-Canadian alliance is also developing a next-generation version of Qualcomm's CDMA-based cellular phone technology. If the two camps' systems are not made compatible, users of the two next-generation cellular phones will be unable to use the devices in some countries. In view of this danger, the International Telecommunication Union (ITU), the Geneva-based 187-nation regulatory agency, is pushing to standardize next-generation cellular phone technology by soliciting technological proposals from makers and related government agencies from around the world. AP-NY-07-24-97 0053EDT You can interpret the true text however you want to. I think that you are truly right, the test of how much the european operators support the WCDMA proposal may be whether or not they convert some of their spectrum to use the CDMA overlay. Their is one large problem with this thesis currently. Until the authorities in Europe allow CDMA to be used (IS-95 CDMA more particularly) noone can use it in their systems. I truly believe that after the release of the report from Arthur Andersen, et al that the european operators realize that they have a choice in how to meet the demands of NOW without waiting for the promised capacity of WCDMA in 1999-2005 (depending on whou you believe as far as release dates). However, the other problem is that if they do buy into IS-95 it is possible to go around the Ericcson/ Nokia brand of WCDMA completely and wait for the Wideband cdmaOne. That could make for some interesting choices, no? Either way, it's pure hogwash. NTT just endorsed a 3G standard empathetically not compatible with IS-95. Ericsson and Nokia made damn sure of it. BTW, I said as much last summer. Everyone in this thread claimed that the Qualcomm-NTT deal is valid. I haven't seen anyone retracting. This unability to own up to past misstatements leaves people dangerously misinformed about basic issues in the industry. And believe it or not, this is why I post here. First, it should be emphatically not empathetically, but that is just splitting hairs. I think that most people on this thread appreciate the fact that you post here as the "alternative" viewpoint. Whether or not we like to admit it everyone needs to have a gauntlet trown at their feet occaisionally so that we have to justify the way we think. I believe in your words above you show that you also need to tone down a little, fighting words like you use some times can inflame and make your message appear less credible and relavant. Many times companies (like Motorola and Nokia currently) play all sides of the fence (AMPS, TDMA, CDMA, GSM) this has NOTHING to do with business. I think that some of Ericcsons statements about a "CDMA Mafia" (many times through their back channel spokesman Bill Frezza but not always) shows that they need to get past the rhetoric and down to the business of business. QCOM by no means has totally clean hands but I think that by any measure they have (up to now) been largely responding to the fights picked by Motorola and Ericcson. I hope that the more reactionary of us on this thread (including me) do not frighten away the nay sayers such as tero, when they have cogent arguements it can do us all good to listen... Then we can bash them :) (just kidding) Have a good night/ morning wherever you are everyone. P.S. sorry for the terrible spelling but I refuse to use the spelling checker provided here, it stinks.