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

To: Clarksterh who wrote (16739)	10/19/1998 10:37:00 AM
From: DaveMG	Read Replies (2) \| Respond to of 152472

Thanks Clark, Yes, I see.."2) The big advantage that CDMAOne offers is cost of ownership. CDMA-2000 will lose much of that advantage to W-CDMA". But what would happen in the interim, say the next 2-3 years? Would it be cheaper for a GSM operator to move to WCDMA than CDMA2000? That's not yet clear is it, although I suppose GSM equip manufacturers would have the advantage of their long standing vendor relationships.And why should Q care which system wins out, since it has critical IPR for both. The competition in all aspects of any converged standard is going to be intense as well. It does seem no matter how one slices it Q is a winner, which has long been Greggs argument. Thanks again..DaveMG

To: Clarksterh who wrote (16739)	10/20/1998 9:59:00 AM
From: gdichaz	Read Replies (2) \| Respond to of 152472

To Clark Hare: Thank you for posting the two references to the Clinton administration/trade rep push for opportunites for consideration of CDMA2000 in Europe and Japan and not limit consideration to WCDMA alone on the companion Qualcomm "News" thread. This makes referral to them much easier than wading through the mass of posts here. And they are major initiatives in the political arena. And in Japan at least seem to have had an impact already. Fortress Europa is a harder nut to crack, but a full court press by the US for considering either a standard for backward compatibility per the Q's position or at least the opportunity for both CDMA2000 and WCDMA in Europe beats the current zero in Europe for CDMA. Both these political initiatives are welcome, no? And by the way, show that the Q is not without influence in the administration. :-) Not a surprise, that - but evidence always welcome. Chaz