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

To: Clarksterh who wrote (16716)	10/19/1998 9:21:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 152472

Clark, Thanks very much for the response. You said "Yes and no. First it needs to be understood that Ericsson doesn't have a much of a winning position outside of defining it as that which most destroys any Qualcomm advantage. Ericsson has no installed base since backwards compatibility with GSM is impossible and they haven't even finished their trials on W-CDMA (where all of the kinks are worked out). Thus, in a sense, a win-win compromise is not possible". I'm not sure I understand what you mean when you say backward compatibility with GSM is impossible.Are you saying that in order to implement WCDMA carriers will have to rip out their entire GSM infrastructure and start over again, and that what ERICY and ETSI are trying to do is create a "standard" that will also force CDMAone carriers who want to participate to rip the guts out of their systems too? If this is indeed the game, then we really are dealing with a level of absurdity that I find almost too surreal to be actually possible, although it helps me understand why the battle has often been characterized as a fight for Europe. CDMAone carriers will never rip out their infrastructure in order to participate in a standard of dubious technical advantage, be it a "world" standard or not.And who would buy a GSM network with all the surrounding uncertainties, both IPR and technical, when CDMAone(2,3) offer clear pathways into a data laden future? It's still not clear to me however why 2 standards, WCDMA and CDMA2000, would be so terrible for QCOM. Both would use Q IPR,Q would be able to sell into both. Is ERICY and Nokia's WCDMA lead so big that Q would have to play catchup? Thanks again..Dave MG PS..What is your interpretation of ERICY's latest threat to retaliate against Q by withholding IPR?