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

To: Clarksterh who wrote (19552)	12/11/1998 10:46:00 AM
From: marginmike	Read Replies (2) \| Respond to of 152472

There is a negative article coming in BW that uses the dataquest numbers. It says that Qcom is getting its assed kicked by NOKIA and loosing market share!

To: Clarksterh who wrote (19552)	12/11/1998 12:08:00 PM
From: Greg B.	Read Replies (1) \| Respond to of 152472

Clark, Agree that the CDMA camp has put together a excellent response, though I would not characterize it as Ericsson style. Believe that many telecom companies were taking a look at the ATI business case, as well as the technical business case, for convergence. ATI has been very active in the encouraging dialogue with carriers world wide. Even the North American GSM Alliance was silent on Ericsson's "proposal". THIS IS IMPORTANT. There could be many reasons for the silence (such as not looking dumb for supporting the position that the CDMA carriers must be equally impaired for competitive reasons) but the silence also seems to suggest that multiple CDMA standards and open competition would harm their business in the longer run. In this respect, it might be interesting to hear from the North American GSM Alliance. Perhaps we will not hear from them until a compromise is reached, given their prior stance that multiple (CDMA) standards are better for the industry, in direct contradiction with the ITU mandate of minimizing the number of different air interfaces. Best regards, Greg B.