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

To: Maurice Winn who wrote (25299)	3/27/1999 8:03:00 AM
From: DaveMG	Read Replies (2) \| Respond to of 152472

Mq...NTT is obviously the biggie and the parameters they choose to use may set the trend. I find it hard to believe they'll go CDMAone because then they'll be pitted directly against DDI/ IDO, late to mkt with exactly the same technology. If you're correct it's a flat out slaughter for CDMA over WCDMA and GSM so don't hold your breath, as Clark said Ericsson is not up to speed on IS95 yet and things don't seem to tidy themselves up so easily in the wireless world. We still haven't heard a peep about what happened at that NTT equipment procurement meeting in Jan that was announced with fanfare and went silently into the night, but we have heard that WCDMA handsets are still as big as a washing machine and Dr J said only yesterday that there's no test equipment so it's a bit farfetched to believe NTT is gonna roll this thing out next year. It also sounds right what you're saying about the chiprate although I confess there's alot in this respect I just don't understand. Are there differences in the way the spreading/handoffs etc are to be done in WCDMA compared with CDMA2000,leaving timing issues aside? Why is WCDMA called direct sequence and CDMA2000 multicarrier, as if CDMA2000 were not direct sequence? Isn't this just a spectrum issue which has nothing to do with synchronous/asynchronous pilots, chiprate, concatenated convoluted Solomon turbochargers and the rest? Is there any reason CDMAone can't be used in these new slices of spectrum? Of course we won't know until later but perhaps the 3.8x rate is 10% more efficient and someone building an entirely new network ie NTT might be willing to take the risk with the hope of gaining that capacity. And what about data? Is there even a kernel of truth in these factoids we've seen numerous times claiming WCDMA will do data better? Clark, Walt? This ultra high speed data thing is a tad overblown IMO although new apps are likely to come along which I could imagine might make it an absolute necessity. Certainly most of us will not need full speed 2way 30 frame per second live video of our mother in laws on our portables.It gives me a headache just thinking about all the radio waves I'm already being bombarded with on the streets of NYC. So again, you're probably right, why not go with the proven technology? I like this: Qualcomm, nonetheless, is still holding out for further harmonization between the cdma2000 and wideband CDMA modes of the 3G umbrella standard, but is relinquishing the campaign to its customers. "Operators have been looking to see whether there are advantages to having further convergences," said Irwin Jacobs, chairman and CEO of the San Diego-based manufacturer. "Operators will make the decisions how to proceed." Message 8557459 Why should Q twist in the wind, these guys should be able to fend for themselves..

To: Maurice Winn who wrote (25299)	3/27/1999 8:26:00 AM
From: kech	Read Replies (2) \| Respond to of 152472

WAKE UP YOU FROM THE BUILDING K PARTY! Maurice and Clark Discussion- Since we are looking for something to worry about - it has become a "state of mind" after all - the risk of the deal seems like ERICY doesn't have any incentive to push CDMAOne or CDMA2000 vs. its own W-CDMA. This is the problem of any license situation - you get 5% of X but you have no control over what X is. This was what was nice about owning the infrastructure division. At least the Q (with infrastructure) could prod and increase the size of X. I haven't heard the conference call yet (out of touch with my computer for the big fireworks day!) but let's hope that Maurice is right -- that the competitive push for providers to be compatible with early installs of CDMAOne and CDMA2000 will push providers away from waiting for W-CDMA. Not sure if this would happen in Europe though. From what I can gather, the Q will still benefit more from incidental ASIC's etc for CDMAOne or CDMA2000 installations than from W-CDMA installations. Maybe these issues will get clarified more in the quarterly conference call. Just me concerns after a great day! Tom