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

To: Rajala who wrote (16329)	10/12/1998 9:13:00 AM
From: DaveMG	Read Replies (2) \| Respond to of 152472

Raj, Obviously Dr J thinks he's got the goods or he wouldn't be taking such hard line. Maybe you should give a guy who's played a pivotal role in an important technology and subsequently built by what are most peoples standards a rather large company some benefit of the doubt. I think the most salient thing Dr J said was that carriers would be unlikely to devote the kind of resources that are required to develop, test, and field systems that have serious overhanging uncertainties, ie whether or not certain core techniques will or will not actually end up in the system, until these issues are resolved. By implication one can infer that if there is no convergence, WCDMA will never be able to keep to its timetable, unless of course they are able to choose alternative ways of doing things. dave

To: Rajala who wrote (16329)	10/12/1998 3:48:00 PM
From: Maurice Winn	Respond to of 152472

Not at all Rajala, not baloney to bash GSM. Even the GSM people bash GSM by saying that it is not the future. They are hoping that it will be given an economic advantage over cdmaOne in 3G, but Irwin Jacobs and co are adamant that it will not. Qualcomm is going to ensure a smooth pathway for cdmaOne operators to upgrade. They will not allow cdmaOne to be penalized. So prospective GSM operators should be aware that the smoothest trajectory to 3G will be via cdmaOne. They should buy in now to get an early lead. Many will prefer, like China, to wait for the smoke to clear and agreements to be made before they develop GSM or cdmaOne further. They will expand existing systems where needed, but will be more reluctant to install new systems. Why not get carried away in our enthusiasm? Qualcomm has achieved great success. Why be stone faced? Life is fun you know. Invest with your emotions and live a little. People who say keep emotions out of investing don't understand how humans work. They have emotions in their investing whether they like it or not. They need to have a balanced package; emotion is the engine room, thinking the bridge [another stuffed analogy bays the mob!]. Qualcomm has demonstrated a GSM overlay at Newbury. That costs more money than just going cdmaOne and cdma2000 in the first place. Your assertion that GSM is the most widely installed wireless system and will remain so is wrong. I think analogue is more widely used. Both are horseshoe technology. On their way out. Why on earth would anyone buy a new GSM system now? Unless they are imprisoned in Europe's communist telecoms world; or is it fascist = where the state doesn't own the means of production but dictates its use and takes the profit? Q has credible business case eh? You are observant if patronizing. Which infamous IPR case are you talking about? You imply there is some question about Qualcomm's ownership of vital cdma technology. GSM needs LOTS of bashing. The sound quality is rotten, the cost is high, the technology is a dead end, etc... Operators shouldn't pour good money after bad. Flogging a dead horse is popular. GSM is not even dead yet. I'll be dragging it out for a flogging for decades! Mqurice PS: I know I'm misusing the flogging a dead horse expression, but that seems to be okay these days. It is actually L M Ericsson flogging a dead horse by beating GSM to keep it moving. It can't and won't move because it is a dead horse. You and they are flogging it and flogging it. But dead is how it will soon be and how it will stay. No matter how much you beat it! With L M Ericsson, you, me, Tero, and others flogging the dead horse of GSM, it is not going to be a very happy horse. Meanwhile, cdmaOne and cdma2000 are cantering away to victory.