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

To: Clarksterh who wrote (27145)	4/15/1999 1:00:00 PM
From: Minnow	Respond to of 152472

Clark - ERICY now has an interest in backward compatibliity. After all, Q! infrastructure customers are now ERICY customers. Do you think ERICY is about to piss off its new customer base that it just paid 1 billion Swedish thingies to get? Enjoying the posts today. Minnow

To: Clarksterh who wrote (27145)	4/15/1999 1:11:00 PM
From: Gregg Powers	Read Replies (3) \| Respond to of 152472

Clark: You are missing the point. W-CDMA was designed first as an obstructionist standard (IMO) and second to require 5mhz of spectrum. IS-95 is a 1.25mhz standard. Some markets around the world will allocate spectrum in a fashion that may favor 5mhz networks, but little markets like the U.S. and Japan have already adopted 1.25mhz systems. Since interoperability can, and will, be achieved through ASIC design, I suspect that this is exactly what will occur, i.e. ASICs will be designed to support both modes in all geographies. Once such ASICs are available, the operator can enable or disable whatever functionality it requires. You seem to be forgetting that Ericsson claimed to have invented soft-handoff; that it claimed not to need QC's power handling IPR, etc. This position is now moot (i.e. the lies are now obsolete) because ERICY has licensed QC's IPR. Implicit in this capitulation is the fact that QC can engineer EITHER mode, i.e. Direct Sequence or Multi-mode, to its heart's content. Even if ERICY get's Europe to standardize entirely on Direct Sequence, QC get paid large royalties AND is positioned as an ASIC vendor. This is the most important, most fundamental insight....ERICY has lost the ability to balkanize Qualcomm and compress the company's economic opportunity. All the best, Gregg