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

To: Gregg Powers who wrote (19275)	12/8/1998 9:27:00 AM
From: Harvey Rosenkrantz	Read Replies (2) \| Respond to of 152472

Maritius has finally been "officially" announced. Tuesday December 8, 7:30 am Eastern Time Company Press Release SOURCE: QUALCOMM Incorporated Mauritius Telecom Awards QUALCOMM Contract to Supply 50,000-Subscriber cdmaOne Wireless Local Loop Network First cdmaOne Network in Mauritius Will Provide Wireless Telephone Service Nationwide SAN DIEGO, Dec. 8 /PRNewswire/ -- QUALCOMM Incorporated (Nasdaq: QCOM - news), demonstrating its leadership position as the premier supplier of cdmaOne™ Wireless Local Loop (WLL) networks worldwide, today announced a signed contract with Mauritius Telecom, an established wireline and mobile wireless service operator. Mauritius Telecom has contracted QUALCOMM to supply and install a cdmaOne (IS-95 Code Division Multiple Access) WLL network to initially add 50,000 subscribers nationwide to Mauritius Telecom's modern and 100 percent digital wireline network, which already supports 240,000 direct exchange lines. ''Mauritius, which has experienced phenomenal growth rates in telecommunications development in recent years, has the highest telephone penetration of any African state, with a teledensity of 22 phones per 100 people for fixed telephony. The introduction of cdmaOne fixed wireless service is indicative of Mauritius Telecom's continuing commitment to bringing the most advanced, reliable and cost-effective technologies to the country,'' said Megh Pillay, chief executive officer of Mauritius Telecom. ''We selected QUALCOMM, the pioneer of CDMA, for this important project because of their proven cdmaOne WLL platform, their advanced products and services, and their ability to maximize the performance of CDMA technology -- providing customers with exceptional voice quality, dependable service and advanced features.'' ''As a gateway nation to both Africa and the Indian Ocean, QUALCOMM recognizes the strategic importance of our project in Mauritius, and we are proud to be participating in Mauritius Telecom's vision for telecommunications,'' said Marshall Towe, Jr., vice president of operations for QUALCOMM Wireless Systems. ''We intend to establish a strategic presence and to train local professionals to support every aspect of the Mauritius Telecom project.'' QUALCOMM will provide Mauritius Telecom with its 800 MHz QCell™ base stations, QCore™ switching and base station controller equipment, and wireless local loop telephones. The CDMA system will provide coverage to Mauritius' varied communities -- oceanside cities, towns in volcanic and mountainous terrain, and remote island populations -- complementing Mauritius Telecom's existing landline network. The system will be designed using QUALCOMM's industry-leading network planning software tool, QEDesign®. QUALCOMM will also provide a range of deployment services, including installation, commissioning and optimization.

To: Gregg Powers who wrote (19275)	12/8/1998 9:34:00 AM
From: Jeff Vayda	Read Replies (1) \| Respond to of 152472

Seems like great news to me also. I agree with your analysis. Q will not license variations of CDMA, period. Say it often enough eventually people will come to see you are not BS'ing. From the dispatch: <<The global telecommunications industry is at a critical juncture and the ITU believes that global competition based on IMT-2000 standards will be a key driver for the world wireless market; incompatible standards , [my bold] sometimes softly referred to as "technology differentiation", can however only mean bad news for consumers through higher costs and lack of interoperability across regions and around the world.>> Nice to see the ITU on the same lines as Qualcomm statements. I guess Ericson is still trying to take the high ground with the "We will give up our IRPs for the good of the world", to bad what they are throwing in the pot isn't worth diddly. One point I am unclear on. I dont remember my high school grammar hierarchy that well. Can some one help out? <<Ericson holds that it has patents and/or pending application(s) for patent that are essential to the two different proposed 3G standards based on W-CDMA and cdma2000.>> <<But Ericson claims were rapidly rebuffed by QUALCOMM in its statement according to which it holds essential IPRs on 5 proposals based on CDMA technology or variants of it.>> Which one is better - An underlined 'essential' (Ericson, need some help on underlining also) or an italic 'essential' (Qualcom)? Jeff Vayda

To: Gregg Powers who wrote (19275)	12/8/1998 9:39:00 AM
From: Harvey Rosenkrantz	Read Replies (2) \| Respond to of 152472

"Ericsson holds that it has patents and/or pending application(s) for patent that are essential to the two different proposed 3G standards based on W-CDMA and cdma2000. Ericsson stated that it was fully prepared to grant license to these patents on fair, reasonable, and non-discriminatory terms, however, subject to conditions of reciprocity which are required to create fairness in a multi-standard environment. " 1)Doesn't this statement indicate that Ericy feels they can block cdma2000. 2) It seems from this announcement that the ITU makes no judgement about claimed IPR validity and/or its "essential" nature. Is there any mechanism that they use to determine the veracity of the validity and "essential" nature of the patents?

To: Gregg Powers who wrote (19275)	12/8/1998 10:10:00 AM
From: Valueman	Read Replies (1) \| Respond to of 152472

Gregg: Do you believe the ERICY "holds sufficient IPR to force QC to horse-trade on 3G"? Re: DoCoMo--Was it their intention to take their 16.67 million(Jan. 98) PDC subscribers directly to W-CDMA when it became available? Their web site touts the data abilities of their system(max 28.8 kbps) at this time. They would appear to be waiting a long time for W-CDMA while IDO/DDI evolves into significantly higher data rates right before their eyes(and their customers' eyes). In light of these facts, is it plausible that DoCoMo goes IS-95? How reasonable is that possibility? My take on the ITU piece is simple. It is like a mother telling her boys to play nice or we are not going to the movies. QCOM and ERICY, get together and solve your differences or you're both SOL. How would they solve their differences? Converge, or be converged!