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

To: Clarksterh who wrote (22742)	2/9/1999 12:30:00 PM
From: DaveMG	Read Replies (3) \| Respond to of 152472

Clark.. Confusing, and why shouldn't it be? Look at the varied interests of the biggest carriers. ATT, arguably the largest wireless co in the world is afraid of a converged CDMA standard that would force it to "upgrade" before it's ready to something that might be very expensive. Vod/ATI wants convergence and is determined to get it. NTT is hoping to use WCDMA to isolate DDI/IDO but needs the ITU to get spectrum.Sprint is moving ahead with CDMA2000, torpedoes be damned. Then there's the vendors. Nokia tests successfully WCDMA. QCOM is trialing HDR with CSCO, which according to Gregg wouldn't even need ERICY IPR like CDMA2000. MOT ties up with CSCO for wireless internet. Wireless Knowledge.Symbian. Noka signs with Interdigital. BTW I noticed that IDC is a prominent player in GSM Assocoation deliberations.How the hell is anybody supposed to be able to sort all this out? I've taken some solace that You, Walt, and others have been able to debunk the various technical arguments that have surfaced, and that as of today we are unaware of any realworld technical advantages offered by WCDMA.The politics and economics of the situation are almost mindbogglingly complex in comparison. Even though it seems to me that the QCOM position is the most reasonable, certainly one standard would be easier for us all to deal with, I'm still not sure I understand why Q would be hurt by a multiple standard environment, assuming Q does indeed hold essential IPR in any CDMA proposal, especially if that's what the operators want.I suppose they'd suffer a PR defeat which would be bad for moral. But how different is WCDMA? Couldn't Q sell chips and phones into that mkt too? And what if CDMA2000 is the 'better" network? I wonder how long this can go on? We should expect harsh press criticism if Q is seen to be holding up the whole thing much longer, although I just don't buy this crap which is propagated by Tero and Mika,both perhaps incidentally Scandinavians, about how nobody likes poor Q. I sense you've lost a bit of conviction since the the earnings report and the less than stellar rev growth. One quarter of lackluster rev grwth does not a trend make but it better not continue. Besides, the stock is doing great, which proves that after all, even though we've spent alot of time ouside freezing our butts off in the doghouse, we're all in fact certified geniuses. DMG