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

To: Gregg Powers who wrote (20493)	12/29/1998 10:30:00 AM
From: tero kuittinen	Read Replies (3) \| Respond to of 152472

Look - different points of view are fine, but spinning fantasies is another matter. "Ericsson was surprised that QC made CDMA work and that the technology proved so commercially successful so quickly. Belated recognition of this fact left the company behind competitively, so Ericsson formulated a strategic, response, i.e. W-CDMA, and put its huge marketing resources behind the proposal as a migration path for GSM." It has been pointed out again and again that W-CDMA has been under development for 7-9 years. Yet this legend that W-CDMA is somehow a response to IS-95 lives on. Look, I know Nokia people who were working on W-CDMA back in 1993. Short of buying them tickets to San Diego and making them swear on a bible that the W-CDMA program existed in early Nineties, just what does it take to convince Qcom enthusiasts? Equating W-CDMA with Ericsson is preposterous - Nokia and NTT-Docomo have more or less equal stakes is this standard and in the R&D effort. I know that the W-CDMA development effort has not received coverage in USA, but I've been reading articles about it for several years here in Scandinavia. Ericsson and Nokia are both entitled to licensing fees from W-CDMA, because they are the principle developers of the standards. No doubt Qualcomm will also get something, but portraying the huge, decade-spanning W-CDMA project as somehow revolving around this company - come on. You know better than that. Ericsson has a real chance of blocking cdma2000 by claiming that it has some necessary IPR, because they have been filing CDMA patents for years. I don't doubt for a moment that the infighting between Qcom and Ericy can sink both W-CDMA and cdma2000. Then we'll end up with TDMA as the 3G platform. Hope that everyone is happy then. Tero

To: Gregg Powers who wrote (20493)	12/29/1998 11:39:00 AM
From: DaveMG	Respond to of 152472

Gregg, Ironic that in two out of the three pictures you paint Q comes up smelling like a rose, and that even in #1 it's fair to assume Q has IPR and might also do just fine, yet the market continues to treat it like a loser. Dave