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

To: Gregg Powers who wrote (11140)	6/4/1998 8:27:00 PM
From: DaveMG	Read Replies (3) \| Respond to of 152472

Gregg, I'm wondering whether you've seen any independent data on this chip rate issue. For those of us not in the know we're stuck with "he said, she said",although I personally find Dr. Viterbi far more credible than ERICY.Also this statement in Maurice's post from the Yahoo board this morning about the core architectures of IS95 and IS136 was somewhat perplexing, as if to imply that there really is no compatibility problem. Sounds like talkin out of both sides of ones mouth. I agree with you that Tero's jabs seem rather jingoistic and am curious to what extent you think this continental rivalry is actually influencing events.I don't think one should underestimate the lengths to which people will go to "prove themselves", and how ERICY might be turning this to their advantage. Do you hink QC and the CDG are viewed by everyone else as "The Americans"?. Once again, I really appreciate all the time you're devoting to this thread, although I assume we're not the only ones learning... Dave

To: Gregg Powers who wrote (11140)	6/5/1998 9:57:00 AM
From: Raymond	Read Replies (2) \| Respond to of 152472

Gregg! I think this thread is getting more interesting to read again.But there are some logic in the 3 g discussions I don't understand 1. QCOM wants W-CDMA to be compatible with IS-95.If not according to them the operators of IS-95 will have a disadvantage.Why what is CDMA-2000.Why can't they use that standard? 2. QCOM is complaining that Europe is only using 1 standard for GSM.Now they have decided for one new standard for 3g.QCOM thinks that is wrong.They should go for QCOM:s variant if not they will not be able to use QCOM:s IPR.Now suddently many standards is not good.I think it must be good for everyone if there are different 3 g proposals that can compete and then everyone can compare and see which one is the best.They also say that GSM was developed to protect the European companies.All the big companies has IPR:s for and was involved in the standardprocess.For example the speechcoder used came from Motorola. 3. I still don't know how it can be good for competition if one company that owns a couple of the thousands of patents that are involved to build a system can use that to stop all competition.If other companys did the same to QCOM they would have to close down the shop tomorrow. Is the problem for QCOM that they know that they can't compete against Ericsson Nokia and the japanese if there is an open competition. And why are they so keen to change the WCDMA proposal.If they want's to have a piece in the transformation of the GSM to 3g market they just have to make CDMA2000 compatible with the GSM switchingsystem and then they cans sell it to any GSM-operator in the world. I have a theory why that is not happening.They need companys like Nokia and Ericsson to make that standardwork.That is why they want WCDMA to change to be like IS95.They will be able to use Ericcson and Nokia for the heavy work to write the standards because they don't have the competence for it and will get a nice free ride just the same as they are getting in US.Ericsson for example has done big parts of the IS-41 standard which is used by the IS-95 as the network signalling standard.That is one reason why so many people are pissed of by QCOM.They are getting a free ride on many fronts but are asking the same companys to pay heavy licensing fees for using there IPR:s/R