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

To: Mika Kukkanen who wrote (19299)	12/8/1998 11:31:00 AM
From: Greg B.	Respond to of 152472

<<I am digging up the RF information and what it really means with regards to your question. All I know was that the RF harmonization would not impinge on the IPR issues. >> Well then, the conclusion is hard to arrive at without all the facts? Indeed, could not the ITU also adopt a cdma2000-harmonized W-CDMA, and Europe choose not to implement? By virtue of both company's IPR statements (in the ITU press release), this would resolve the IPR issues? Cheers, Greg B.

To: Mika Kukkanen who wrote (19299)	12/8/1998 5:31:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Mika, Charlene Barshefsky, the USA trade representative, and many international organisations, are increasingly of a mind to preclude restrictive trade practises such as standards bodies stopping competing products. While Europe is sovereign [or whatever arrangement the individual sovereigns have agreed] and can stop cdmaOne or cdma2000 by way of SETI, it means they will have trade problems. Those trade problems and membership of various international bodies would become problematic. Telecommunications was a special deregulated case earlier this year with the specific intention of opening competition. cdma2000 will be! VW-40 will not, unless QUALCOMM is willing to allow use of their property for an extorquerationate fee. Since VW-40 was a crock, cobbled together to stop cdmaOne having a trajectory into the 21st century, it will be fully harmonized all right. Fully harmonized with cdma2000 and an upgrade path for cdmaOne. Meanwhile, the waiting game is all to the benefit of Q! Though of course they would do better still if there was no waiting. But the wait is causing much, much more damage to L M Ericsson than to Q! which is blithely going about producing all the cdmaOne handsets they possibly can, preparing pdQ, high data rate, cdma2000, Globalstar which will swoop over Europe next year, and all the rest. Each day that goes by sees L M Ericsson fall further and further behind. Now we are wondering whether NTT will can VW-40 completely and simply make a lunge for cdmaOne with upgrade to cdma2000. China is waiting - GSM on hold along with everything else. I still think we'll see an announcement on 22 December to the effect that L M Ericsson and QUALCOMM have agreed in principle to a harmonized cdma2000/VW40 3G direction with Q!'s chip rate and some of L M Ericsson's bells and whistles by way of a fig leaf for them to cover their nakedness. And Q! will be $80 by 31 December. Mqurice [Funny that it almost made it to the Natural Home in the roaring 40s ---- Oh, oh! VW40 is Limitexing Q! to the 40s. Oh well, expect a breakout when the deals are announced.] Gregg - "somebody's in check...we shall see shortly who gets mated." Made me giggle! PS: Oooops, reading through the thread some more - it grows quickly, I see that L M Ericsson is agreeing to a lower chip rate! Sorry for the dated post...and thanks for the information. Message 6739239