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

To: Ruffian who wrote (24116)	3/12/1999 2:49:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Ericy into cybermoney and demo of VW40 Message 8282015 VW40 as demonstrated didn't seem like a technology which would have a street price any time soon, even leaving aside the IP issues. If Q! needs Ericy technology to hook onto GSM networks and overlay with cdmaOne, cdma2000, HDR or WWeb then it is stalemate. Except that cdmaOne can just be built out as greenfield using cute little QCell Babes, leaving legacy GSM to rot under their Darth Vader towers. So Q! still has a way forward and it will become checkmate for Ericy who must be stalling because they know they don't have a show of getting VW40 working anytime soon. If they can defer 3G until some time next century, that is probably good for them - except that it isn't because they are missing out on billions of $$$$ as cdmaOne continues to rampage. Talk about horns of a dilemma. Lars must be thinking he made some wrong choices. Let's hope Q! isn't slow off the mark in converting their Eudora to a money transaction system using their encryption expertise. Ericy has figured out that moving money is going to be very big time in cyberspace. Probably the biggest time of all because we all do it, it has commodity value, computers love it and the volumes are stupendous. Email is trivial by comparison. If Q! can make CineComm happen, I bet they can beam money up. Mqurice

To: Ruffian who wrote (24116)	3/12/1999 5:27:00 PM
From: limtex	Respond to of 152472

mp - Well apart from Australia and the US I guess the lady actually has a point but she's getting it from slightly the wrong angle. It would have been somewhat more accurate if she had put it like this:- The companies selling GSM a far better at "obtaining" contracts than QCOM has been. Perhaps it has to do with the degree of political support which GSM companies get from their governments and from the EU and which Qualcomm doesn't seem to have had to such effect. Regards, L

To: Ruffian who wrote (24116)	3/12/1999 8:19:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

More "Huh?" //Despite all the hype leading up to its launch, CDMA (Code Division Multiple Access) in Asia remains pretty much stuck at the starting post.// Japan is going flat out, Korea is full up, Australia is going to cdmaOne, so will NZ other than Vodafone, China is holding fire while the find out about 3G, put the squeeze on royalties and the USA and while they sort out their political ownership of networks. That is quite a bit of Asia! Q! is running all day every day and expanding production. Licensees are pouring out handsets. Revenues for Q! are soaring. This is not 'stuck at the starting post'. //...increasing concerns about its ability to upgrade into a third-generation system.// What?!! Q! cdmaOne will be the most easily upgraded. GSM will not upgrade at all. It will be overlaid. Singapore and China are waiting to see what chip rates etc are selected and there is leaning on Q! That doesn't mean things are stopped at the starting post. It just means those who think they can stop the race are stopped at the starting gate - good luck to them - everyone else is racing ahead. Tammy is projecting the Singapore comments some time ago onto all of Asia, which is a bit of a stretch. They had had slower growth than expected and could afford to wait until 3G was sorted out to ensure backward compatibility of any system to be installed in Singapore. Good grief! Mqurice