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Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Raymond who wrote (2771)	2/11/1999 4:18:00 PM
From: DMaA	Read Replies (1) \| Respond to of 5390

QCOM interest is to get as much licensing money as possible. I thought their interest was to defend good (CDMA)against evil (ERICY).

To: Raymond who wrote (2771)	2/11/1999 5:51:00 PM
From: P2V	Read Replies (1) \| Respond to of 5390

Raymond, I'm glad that you brought up the subject of synchronizing to a GPS satellite. Speaking as an old Air Navigational Aids technician, I would have continuous heart burn knowing that my system relied on a standard over which I have absolutely no control. The Federal Aviation Agency in New England has had one potentially nasty experience with a GPS that was jammed for several days, by a non-government transmitter. This has made me think seriously (against) using GPS as a standard. In times of natural or man-made disaster, we may want to rely on an air interface. During those times, can we be sure that the synchronization source(s) would be available ?? Mardy.

To: Raymond who wrote (2771)	2/12/1999 3:24:00 AM
From: Clarksterh	Respond to of 5390

Raymond - QCOM interest is to get as much licensing money as possible. First, I agree absolutely that this is about money, but probably not about licensing money. Do you really think that Qualcomm is going to make their numbers from license fees? Currently they make much more Gross Profit from sales than from license fees. I think that their real goal is not to give up the lead that they have in 3g systems. They will probably start deployment of CDMA-2000 in 2000, several years ahead of W-CDMA, but if there is a separate W-CDMA with the backing of Europe no one will come. The service providers will wait until the W-CDMA vendors have caught up - especially with Ericsson whispering in their ear as they are wont to do and are especially good at. (Note that this is not a slam at Ericsson, just a comment on their style. I don't happen to like it, but in some sense it is good business.) They [NTT] need to synchronize without GPS. So then they decided to go for asynchronous basestations.You use systemframenumbers and timingcells between the basestationcontrollers and the basestations to synchronize.This is a technical advancement but it will not give QCOM any money so they are very much against it.I think this is one of the big problems with QCOM:s position. Qualcomm has said publicly that they want synchronization for two reasons - higher performance and backwards compatibility. However, they have also stated that it doesn't need to be GPS if that is a problem. And the paper NTT just presented alludes to that kind of compromise being in work and probably acceptible. Clark PS Note that Qualcomm's only license fee requirement stated so far is that it should be accretive. Given a base 5 or 6 times larger than CDMAOne that means that they are probably willing to cut the license fees by 3 or 4 times from their current levels. Hardly scandalous.

To: Raymond who wrote (2771)	2/13/1999 5:02:00 PM
From: Maurice Winn	Respond to of 5390

Raymond, Qualcomm has said exactly what they want = the most efficient system. Of course we also want to charge what the market will bear for royalties. Those royalties should be very high - a bit like if you want to buy the Mona Lisa you have to pay a lot more money than for some common daub by a Caveman. Qualcomm knows how to make basestations synchronize. Just get the royalty money out or get out of the way. Don't worry about the VW40 standard delays holding up technical developments because they aren't. Qualcomm and others are rolling out cdma2000 as fast as they can. Why, there is even one planned for Finland! Contrary to what some of you thought as recently as 6 months ago, Australia is rolling out cdmaOne flat out. Ericy/Nokia should make a very good case study for MBA schools in a few years. How one achieved brilliant success. Maurice