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: Caxton Rhodes who wrote (8967)	3/1/1998 5:48:00 PM
From: Gregg Powers	Read Replies (2) \| Respond to of 152472

Caxton: An IS-95 license does NOT apply to W-CDMA applications. I know, I was surprised to learn this myself. Bottom line: to the extent that QC's IPR is needed for W-CDMA, the company will need to license (or relicense) everybody. This fact makes ERICY's W-CDMA strategy all the more suspect. Since high data-rate IS-95 will be available prior to W-CDMA, all the latter offers is a clean bifurcation of the technology with no backward compatibility to existing IS-95 systems. It's hard to understand how W-CDMA will succeed against 3G IS-95 since the former will (a) come to market sooner, (b) have equivalent functionality and (c) be backward compatible to legacy systems. Moreover, since QC is the locus (that would be locust to ERICY) of either technology, it could always choose to develop a W-CDMA solution in parallel to IS-95. Either way, the TDMA-based GSM world would seem to have a real problem. Gregg