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

To: Maurice Winn who wrote (11337)	6/10/1998 3:19:00 AM
From: Raymond	Read Replies (1) \| Respond to of 152472

The QCOM white paper says it all.They wants to change WCDMA to be exactly like IS-95. for example .QCOM has patents covering synchronization of the system using GPS.In the WCDMA standard they have come up with another way to do it not needing any GPS.Thats wrong according to QCOM.It's to complicated to do.Maybe it's complicated but its already done in the experimental systems in Japan.A second example is the multiple pilot tones.The reason for implementing this was that in this case you could implement intelligent antennas that follows each mobile.This antennas is coming out now on other cellular systems.I really didn't understand what is bad with that.I think the same reason is that 'It's not invented here" which gives no licencing money for QCOM.IS-95 will helplessly fall behind all other standards if QCOM has some veto about what to implement and what not to. I said this on my last 2 posts that the big job in the standardproccess lies in the networkstandards to adopt WCDMA and IS-95 to IS41 and GSM MAP which was also echoed by Lucent in a previous post here.The complexity lies in the network and not in the airinterface. QCOM put forward a lot of things they want to have into the GSM-WCDMA standard.Why should companys like NOKIA and Ericsson that will have the heavy job to to do this standardization do the extra work to adopt it to both IS-41 and GSM? It may be impossible because the signalling is so different in IS-41 and GSM. The systems will anyhow be more complexed.It's not like Maurice thinks that telephone exchanges is just a couple of computers you connect and make some software for.It's the reason why a company like Ericsson can get ETSI to adopt the standards they are proposing. The systems are so complicated that there are just a few companys that can come up with new concepts how to design the systems on the networklevel. If it's so easy to to this job with the standardization why don't QCOM and the rest of the LMNQS to it themselfs.They could make CDMA2000 both compatible to IS-41 and GSM.Could it be so that QCOM is all alone.All the other companys are now supporting WCDMA over CDMA2000.It has been awfully quiet from the other American companies.QCOM for me sounds like Kodak and Motorola,Just whining.They will probaly get the support from Clinton.US used to support free trade during the Bush and Reagan era.Now the definition of free trade for US is.If we don't dominate every hightecharea then it must be something wrong and we should start a trade war.Just what QCOM is hoping for here. The problem for both Motorola and Kodak was that they didn't have the right products for the right price.Motorola could sell a lot of old heavy phones in Japan after the tradewar but it didn't help them in the long run.Maybe something for QCOM to think about.They may win some small victory if they get the government behind them but in the end the market will decide. /R

To: Maurice Winn who wrote (11337)	6/10/1998 5:33:00 AM
From: Maurice Winn	Respond to of 152472

From Loral thread: "At a joint news conference today with South Korean President Kim Dae Jung, Clinton was asked why he allegedly resisted the advice of the Justice Department last February and granted Loral a license to export another satellite to be launched on a Chinese rocket. At the time, the Justice Department was in the midst of a criminal investigation of Loral for allegedly providing technology information to China." "But Clinton said: 'I didn't resist the advice of the Justice Department. I took the advice of the National Security Council, the Defense Department, the State Department and the Arms Control and Disarmament Agency.' "Clinton added, 'The National Security Council also gave the Justice Department the opportunity to make whatever comments they wanted, evaluated all that, and concluded that I should approve the satellite.' "The president said as was the practice in the Bush administration, 'it was from my point of view, a pretty routine decision' that 'furthered our national interest....' ---------------------------------------------------------- Bernie Schwartz was about the biggest individual donor to the Democratic Party [or something like that]. Irwin Jacobs was awarded the top USA Technology Medal of Honor or whatever it's called by Al Gore. Qualcomm was defended over the spying allegations in Rostov by Gore, Clinton and the State Department or whoever the big guns are. Bernie and Irwin conspired to build Globalstar. The USA depends on selling their technology around the world and not having it stolen. The USA subscribes to international patent protection agreements and other intellectual property rights. There is NO chance that Qualcomm will be rolled over and embezzled by a bunch of YETIS. Get used to it Ericsson. Mqurice