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

To: kech who wrote (28499)	4/27/1999 11:50:00 AM
From: engineer	Respond to of 152472

Rather than try to find the negative, I would look at it more psitively. Until such time as they get this capability, they get royalties to pay for the development of those capabilites. Who else gets paid to catch up to the new technology?

To: kech who wrote (28499)	4/27/1999 11:51:00 AM
From: JGoren	Read Replies (1) \| Respond to of 152472

Qcom got the license for W-CDMA from Ericy. It can clearly sell chipsets for the handsets; don't know for sure on the equipment ASIC's but I would think that was part of the deal.

To: kech who wrote (28499)	4/27/1999 11:54:00 AM
From: Clarksterh	Respond to of 152472

Tom - The royalty is just as sweet but can QCOM sell CDMA phones and ASICS to the phone makers for NTT if there is any difference in the standard other than name (W-CDMA)? In several months I suppose the Q can adopt these characteristics to their ASICS. If it is exactly the same then no problem. Undoubtedly Qualcomm will sell ASICs and phones for W-CDMA (now called DS mode of 3gCDMA), but the question is will they have the same share in that market as in the CDMAOne family. I think it is unlikely, not because W-CDMA is more complex, but just that any cell CDMA system is complex and in order to get it right you need trials etc with the particular parameters of the version for which you are building parts (and Ericsson et al have been intentionally keeping Qualcomm as distant as possible.) Clark PS I agree with whoever said that the picking of Lucent (a current CDMAOne supplier) vs a European company is a good sign that CDMA experience is counted for something.