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

To: Mika Kukkanen who wrote (17533)	11/2/1998 10:41:00 AM
From: brian h	Read Replies (1) \| Respond to of 152472

Mika, Okay the long term prospects look good for CDMA as they emulate the TDMA based developments. But by then we would have moved on to 3G anyway, with TDMA still being the dominant legacy system. China now becomes the most important geo-political, accounting for 20% of the world population, it is imperative that mobile infrastructure is in place - currently very problematic for Qualcomm. I do acknowledge facts at hand and yes, in the past CDMA was seen to be an unlikely workable system. Okay, it works. But i would still say that it is late to market and unlikely to ever get the dominance TDMA systems have today. That is a double talk to the most. It is OK to acknowledge CDMA works in one hand, but not in competition with GSM current systems on the other. It is OKto dream WCDMA works to be more compaitable with current GSM, but at the same time IS-95 though is many years behind on its development. IS-95 is actually working only two years. What other development you are talking about. ERICY and NOKA and others' secret weapons? They do not want to show until 2001? Hey. Do they know about data and Internet will be so popular back in 1990? And, they were dreaming Internet on wireless back in 1990. I thought ERICY just announced its data and internet plan about one month ago. That is the vary reason QCOM should hold its patent rights. Let ERICY and others find ways to implement their WCDMA and see them in courts. As for the Chinese, they are no dummy either. You think they do not understand technology? What is good and what is not? China Telcom. signed up for Globalstar's exclusive service provider in China. Do you think ERICY told them to do so? They always blend political clouds with business decisions. I.E. Airbus airplanes vs. Boeing's. And numerous other examples. They got what they want most of the times. Just wait for the changing tide one day and Nokia and ERICY turn upside down. With the right political bait and price, they will certainly change! Sweden and Finland governments better give even more sweets for the Chinese. Regards, Brian H.