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


To: gdichaz who wrote (12598)7/20/1998 6:15:00 PM
From: Gregg Powers  Read Replies (3) | Respond to of 152472
 
On the evolution if IS-95.

I spoke with the company regarding the Lucent/Nortel disclosures and this should not be interpreted as a balkanization of the IS-95 community. Within cdmaOne vendor community there is a desire to offer a higher data-rate solution by the year 2000 (at least 2 years before ERICY's proposed W-CDMA). This has resulted in a standards-setting process which invariably contains posturing and agendas..like making sausage, the process ain't pretty, but the result is generally tasty. It's in nobody's interest to bifurcate the standard (and get themselves be orphaned). Moreover, Nortel is obligated to share its infrastructure orders with QC (so it is cannot really build something incompatible) and Lucent is actually proving to be quite a friend of QC (to an extent that I find a little worrisome actually). Finally, none of this has any impact on QC royalties. So guys, its really much ado about nothing.

Best regards,

Gregg



To: gdichaz who wrote (12598)7/20/1998 6:25:00 PM
From: Clarksterh  Read Replies (1) | Respond to of 152472
 
Chaz - You're right. I'd just read/written another post inre LU (and MOT, ...) and suffered a brain hiccup. Substitute NT everywhere in my last post that you see LU. Sorry. As for QCOM getting a cut, I'm sure they still get a large cut, but my concern is that a complete fracturing of a standard often sows confusion and slows implementation.

Clark