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

To: Perry LaForge who wrote (25031)	3/25/1999 3:10:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

Perry - the harmonization of the modes is still in the works. Please do not draw premature conclusions at this point on any parameter. Thanks for that information. That is certainly not the impression given in all of the press releases about multiple modes etc. . But even if you do not consider it cast in concrete that there will be incompatible chip rates, Qualcomm gave up most of their leverage in this area by agreeing to IPR terms. It is now entirely up to the operators, and if it weren't for Vodafone I wouldn't be too sanguine about that. (and even Vodafone is only one operator). Clark

To: Perry LaForge who wrote (25031)	3/25/1999 4:21:00 PM
From: JGoren	Read Replies (1) \| Respond to of 152472

It seems to me that Ericy will go for a converged GSM-cdma standard. It now has entree to both GSM and cdma installed bases. What value is there to offering two different modes unless the carriers want that; if cdma does not have to switch chip rate now and its GSM installed base has to switch chip rates, what difference does it make to Ericy unless it can offer a cheaper 3G to GSM under a different mode. But, why spend the bucks to continue to develop and manufacture W-CDMA unless it's already perfected, uses existing parts, etc. and is significantly cheaper to the GSM folks. It seems to me as the wireless carriers become international, carriers such as Airtouch would want a converged standard to which they can move all their properties over time as the investment makes sense on each. Certianly if I had GSM and cdma, I would want a single standard and mode. Mode may end up being little more than temporary way to get to convergence because the different systems will want to upgrade on their own schedules. Doesn't use of the term a single "transmission standard" mean they agreed on a chip rate? And, that the cdma standard was agreed to? Qcom seems to have made a decision to use the Mftst-Intel model, believing it can make more money with less capital investment selling chips, software and being a key player in services. wirelessKnowledge, OmniTracs (GPS), cinema services hold potential for very large income down the road without the kind of capital investment required for infrastructure production lines. The real question in my mind is whether Ericy has agreed to purchase Qcom chipsets to make this thing really profitable to Qcom. Trading ending up a little over 11 pts up, actually one pt higher than I predicted on settlement formal announcement. We are ending the day at an all-time high, apprx. 98.5; very good past week. I assume Karl Strauss Brewery will start serving a Swedish beer.