Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Ruffian who wrote (26027)	4/4/1999 3:32:00 PM
From: SKIP PAUL	Read Replies (1) \| Respond to of 152472

Deal closes rivals' CDMA dispute BLOOMBERG in Stockholm Ericsson, the world's third-largest cellular-phone maker, and rival Qualcomm have agreed to share technology for CDMA phones and equipment, ending a 2.5-year patent dispute. Ericsson will buy Qualcomm's unprofitable unit that makes cellular-network equipment, and the companies will jointly support one standard for next-generation gear that lets users send and receive e-mail, hold video conferences and browse the Internet. Analysts predict there will be 700 million to one billion new cellular-phone users in the next five years. The agreement will help Ericsson take on rivals Nokia and Motorola in the US cellular-equipment market and lets San Diego-based Qualcomm focus on making phones and developing computer chips. Most importantly, analysts say, it means next-generation equipment for cellular networks will be the same worldwide, enabling users to make and receive calls wherever they go. "Resolving this issue for the industry is the big story here," said Brian Modoff, an analyst at BT Alex Brown. Before the agreement, Ericsson was supporting a standard that primarily benefited operators in Europe, while Qualcomm's standard was biased towards US customers. Ten years ago, Qualcomm introduced a standard for digital cellular networks, called code-division multiple access, or CDMA. When no one would adopt the technology, Qualcomm, which was founded to focus on research and development, chose to manufacture equipment and phones to prove that CDMA, which provides more capacity on networks than rival standards, worked. "We needed to seed the market," Qualcomm chief executive Irwin Jacobs said. The agreement gets Qualcomm out of the cellular-network business, which has less than US$600 million in annual sales and loses about $150 million to $200 million a year, analysts estimate. Ericsson is expected to have better luck with the unit. Now Qualcomm can focus on its more profitable chips, which other manufacturers use in their phones and equipment. Ericsson says it will use Qualcomm's chips for its current line of CDMA network equipment and is considering buying more for future products, as well as phones. Mr Jacobs denied speculation that Qualcomm was looking to exit the phone business as well. Unlike Nokia, Motorola, Lucent Technologies, Northern Telecom and others, Ericsson has avoided the CDMA market, partly because of the patent dispute. Getting in could be a huge opportunity, analysts said. Some of the largest US cellular providers, including Sprint PCS, Bell Atlantic and AirTouch Communications, use CDMA. There are more than 23 million CDMA subscribers today, and Ericsson estimates the standard will account for 15 per cent of one billion new cellular users worldwide in five years. Ericsson expects to begin making CDMA phones early next year. Qualcomm will get access to Ericsson's patents on GSM technology and could start selling phones based on that standard. It will also gain royalties for its CDMA technology. Cellular carriers are eager to install next-generation equipment that allows for faster data services, taking advantage of mushrooming demand for Internet access, e-mail and other services. Y2K Archive What's On Tech Pix

To: Ruffian who wrote (26027)	4/4/1999 4:58:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

Eudoracoin [TM] Very, very interesting! ------------------------------------------------------------------ ... Without talking specifics, he plans to expand the company's relatively small Eudora e-mail business, its OmniTracs global satellite positioning service, and its newly hatched digital cinema business -- a venture Jacobs called "very, very interesting." Qualcomm has developed technology that can beam motion pictures via satellite to digital projectors. The upcoming Star Wars movie will be the first shown using digital projectors on four screens in two cities yet to be announced. "Qualcomm is always looking at new directions," Jacobs says. ------------------------------------------------------------------ Let's talk specifics. What do we suppose they will do with email which would make it first in the list? Email in most people's minds is now an idle curiosity handled for the most part by Outlook Express and all the other options. Given away for free with other software. Eudora Light is given away. Eudora Pro is sold, but not in enough quantity to get Q! excited. Irwin isn't interested in some marketing hype to make Eudora more accepted. Q! is hot stuff in PureVoice, encryption, fabless ASICs, CDMA transmission, with Wireless Business Solutions [OmniTRACS], WirelessKnowledge and a Peripheral Processor [TM] division which is tops in CDMA. They also have this pokey little division called Eudora. As we know, Yahoo! and other Web things garner a lot of excitement in the collective consciousness developing via the internet. People intuitively know that the Web is where it's at. For people like Irwin, Andy and Klein, 'new directions' with elegant solutions is much more fun than lolling around a Club Med pool with a tequila. Communication is what people are by definition [for now anyway]. We only exist in relation to other people. Obviously physiological functions carry on in isolation, but a lot goes missing from people in solitary confinement or even if they live alone in a Californian Ecosphere for a few months with no radios, tv, newspapers, phones etc. Yahoo! is fine, but that isn't enough. A means to communicate is needed, one to one. On a contractual basis. WirelessKnowledge is fine too. An extra-somatic brain only a voice command away. Well, a keyboard click away at the moment. But Eudora is a potential carrier of voice, image, script, and cold, hard, encrypted, cash! Direct from me to you. Or from you to a shop you are standing in. Or from anywhere to anywhere. So, all you newby mo-mo, Rah! Rah! Rahrians, with greed in your mind and '$-$' signs in your eyes, forget about OmniTRACS, forget about 'cellphones' with CDMA in them. You missed that boat. BUT, you are in time for the REAL FUN. Which hasn't even begun yet. Q! could open an encrypted cyberbank using their stock as currency, you could have an account there, you could buy a cdma2000 or WWeb handset and the world's your oyster. EFTPOS is doomed. The Fed is doomed. Alan Green$pan is due to retire soon anyway. National currencies are doomed. Freedom is around the corner. Once you are encrypted, they can't get your money. Q! has got the financial resources to do it, they have all the bits and pieces. Nobody else can do it! Bear in mind I'm making all this up and Q! has not said anything about any of this that I'm aware of. It just seems to make sense. Plus it's a nice day. Mqurice [not selling Q! stock] @913 PS: Irwin earlier said that the quarter to 31 March was 'very, very good'. We'll soon know what 'very, very' means when Irwin says it. We can then overlay that 'very, very' onto his comments about Eudora, OmniTRACS and Cinecomm. Anyone else got ideas about why Eudora should be so very interesting? [Peripheral Processor [TM] is the handset and devices on the periphery of the internet. The base stations are there too. George Gilder reckons that is where the action is going to take place and that makes two of us]