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

To: tero kuittinen who wrote (11437)	6/12/1998 12:16:00 PM
From: Ramus	Respond to of 152472

Tero, Recently, Qualcomm published a white paper "The Technical Case For Convergence of Third Generation Wireless Systems Based on CDMA". I don't know if this has been published in any news media in Europe but can be found at qualcomm.com under the bullet "3G Information". I've read this paper and consider Qualcomms arguments very compelling from a technical POV. If you havn't seen it yet, it covers 5 aspects of the W-CDMA proposal that Qualcomm believes are technically bad and they urge standard bodies that these points "should be addressed by the wireless industry for successful global convergence of CDMA proposals to achieve the highest quality, greatest spectral efficiency and most cost effective service." Tero, not touting the merits or demerits of this white paper.....but I'm wondering if it is being seen in Europe? Have you seen it in any publications over there? Finally, have you seen any rebuttal? I would be interested to read. Thanks W.

To: tero kuittinen who wrote (11437)	6/12/1998 12:20:00 PM
From: marginmike	Respond to of 152472

Tero Motorolla and lucent due business with Erickson they build infrastructure excetra. They dont care who wins they just want to do business with everyone. The patent issue is irrelavent. Cdma growth and qcom exceleration of CDMA will be enough to grow this company substantially. Wcdma will be resolved and Qcom will benifit to some degree or another. Mexico, Korea, USA, Russia,Japan, China will still have CDMA buy 2001 qcom will sell their handsets to everyone, as well as the ASIC Chips. Wcdma willl not be until 2003 without Qcoms help. Therfore as an investement The WCDMA IPR are really just gravey! They have contracts with existing IPR's to boot

To: tero kuittinen who wrote (11437)	6/12/1998 12:25:00 PM
From: Greg B.	Respond to of 152472

Tero: 1. CDG is certainly backing Qualcomm. You only need to check out their home page: cdg.org and also check out articles on CDG's efforts to harmonize W-CDMA with w-cdmaOne. 2. Lucent and Motorola do not need to get in middle of an IPR debate. Why should they? It's none of their business to take a public stand at this point. 3. Ericsson, as you know, favors the low-royalty approach - not free royalties: ericsson.com 4. Don't you think that, if it came right down to it, that Qualcomm would only license its IPRs freely for cdma2000, and not for W-CDMA? But wait, even a 1-3% world-wide rate for cdma2000 or W-CDMA is something that Ericsson would agree is fair, based on above IPR statement, unless... Greg

To: tero kuittinen who wrote (11437)	6/12/1998 12:59:00 PM
From: DaveMG	Respond to of 152472

Tero, Perhaps you should look to the CDG for MOT and LU position with respect to IS95. They can speak through CDG without risking GSM relationships. I don't know for a fact, but find it hard to believe CDG is simply a QC parrot.Nokia has also been less vocal than ERICY for the same reason. The primary combatants are QC and ERICY because they are firmly ensconced in one standard or the other. I would be very surprised if Q patents are indeed essential for WCDMA that they will be unable to defend them. They are not so powerless that they will be steamrollered. It would have grave consequences for the right of patent holders worldwide. The US govt will support them, as will other co's.This is not merely politics and rahrah Go US hysteria. An abrogation of their rights would threaten all equally .If WCDMA can really be done without them, then we're talking about a different ballgame. Don't you think Q is going to do something with the Palm Pilot license, their investment in Unwired Planet, the Cisco license? It's not necessary for Q to make as broad an array of handsets as Noka.Once a large enough supply of commodity handsets reaches the mktplace, they can exit the commodity business and concentrate on making the best most advanced phones. They're gonna make money on all those commodity phones anyway, which is what bothers everybody else.BTW What are you talking about that nobody's selling their phones? If you stop into a Bell Atlantic Mobile store in NYC the first phone they push at you is a Q dual mode QCP2700 I beleive it is, even though Noka has some sort of cool looking emerald phone sitting right there on the shelf.At Sprint they sell Q phones, Sonyphones and Samsung phones. Guess who supplies all the ASICS? What are you talking about? Those numbers you posted still look good for CDMA. There's enough of a market for manufacturers to be interested in making products. They will not simply abandon CDMAone, especially since the 2nd gen is imminent.And what happens if WCDMA does end up in court, if there are injunctions, while IS95 marches merrily along?And exactly why is it so great that Europe is is so much more advanced in its adoption of digital tech? As I said before, doesn't that imply that it's a more mature maket? Don't forget about G. Real global roaming is only 1 yr away. For those who travel alot and need global roaming in the immediate future, G should do the trick at a reasonable price, leaving aside the issue of whether G* will actually print money(Maurice) or not.Q will make make $ on the handsets and the base stations. In addition, I beleive a considerable amount of prestige will accompany the successful implementation of G. Don't forget top look at the list of G partners,rather impressive don't you think? Oh yeah, G* just happens to be CDMA, something a very small irrelevant co named QUALCOMM holds a lot of patents on.. I think you're wrong that Q is all alone, David vs. multiple Goliaths. People are simply wrong when they say Q is arrogant, has to do everything themselves. Look at their track record, their long list of partnerships, licensees. I know, I didn't say anything about Iridium. It seems to me to be fairly rudimentary that if their handset prices don't come down, the only people that will be interested in them will be military, arctic explorers, etc...which has nothing to do with this standards issue. Tero, the land and skyscape is changing very quickly. Just because Wall St. doesn't recognize it doesn't mean it's not happening. Look at the PE ratio of the market today.Talk about out of it... Don't give up Tero.It's nice to have someone around who keeps the ball up in the air. I know I went over my limit, but it's for a good cause. PS: Gregg, Maurice,JLF, You've all convinced me.. THOSE DUDES ARE FULL OF IT. Dave