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

To: engineer who wrote (23883)	3/9/1999 10:18:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 152472

How long will it take for all the people they got spun up to understand that there is no dispute and that it will be all converged? Pardon me but what does it will all be converged mean? Dr J has apparently given up on a completely harmonized standard and admitted at the annual meeting that the probable outcome was "not optimal but something we can live with". Armstrong's statement that TDMA will "merge" with GSM and will never be compatible with CDMAone should be taken seriously I presume, although I wonder how they're going to do all that data on their seemingly already overtaxed network. It's looking to me like we're dealing with a kinder, gentler version of what we started with, multiple standards, WCDMA predominant. As Walt suggested there's no reason not to trust Dr Jacobs but it's pretty clear QCOM has been forced to back down. A lot hinges on the exact nature of the compromise with ERICSSON. I presume that quote from Sulpizio that there will be no settlement without a "comprehensive" arangeement is the operative one. One of those negative BusWeek articles last year had a quote which stuck in my mind from Dr J that went something like .."without a converged standard Q will lose its economies of scale". It's not really clear to me why things have changed, although as they say, God is in the details, and we don't have them do we? DMG