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

To: DaveMG who wrote (30094)	5/15/1999 11:48:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 152472

Dave, QCOM MUST execute flawlessly over the next few years if this strategy is to have any chance to succeed, more the province of royalty than gorillahood to use GG parlance. Now that you've touched so sensitively on the essence of the issue I raised (though I'm not convinced to agree witb you), I'll now post the quote in more complete context along with the author's name. "Qualcomm effectively had to give up proprietary control of the architecture in order to get it designed into GSM3. If that is the case, then it converts them from a gorilla to a player in a king/prince/serf game where Ericsson, I believe, is the current king." Who wrote it? Geoff Moore, primary author of The Gorilla Game --Mike Buckley

To: DaveMG who wrote (30094)	5/17/1999 2:43:00 AM
From: Bux	Read Replies (2) \| Respond to of 152472

While it's hard to say what will happen over the next few years, the placement of CDMA at the center of all 3G proposals, and the fact that these standards are being negotiated today, essentially secures the future in this regard. Good post Dave, I agree except for the above. I think the future of the Q is secured not by the 3G proposals or current negotiations, but by the fact that the Q's IPR is at the heart of any CDMA system and there is no better way to transmit voice and especially data than CDMA. The recent agreement with ERICY was nothing more than a fast and painless way out of a lawsuit (with little or no merit) and a quick way to unload the infrastructure business to a company with the capacity to help expand the CDMA market. While the phrase "proprietary control" has no formal definition, I would say it is inaccurate to say the Q has given this up. True, they do not have the authority to decide what the 3G standard(s) will be, but they never did. They have retained the royalties of CDMA and I am convinced 3G will be based upon CDMA. If CDMA is bastardized on purpose or through inexperience, the Q retains the right to compete with such systems, all the while collecting royalties from these competitors. What could be better? Bux

To: DaveMG who wrote (30094)	5/17/1999 11:53:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 152472

Monday May 17, 9:03 am Eastern Time Company Press Release Worldwide Wireless Handset Sales Nearly Double From 1999 to 2003 With Digital Technology Dominating the Landscape NEWTON, Mass.--(BUSINESS WIRE)--May 17, 1999--Coming from two years of record growth it seems likely that worldwide sales of wireless handsets will continue on the path to dominating the communications revolution. Unit sales will grow from 207 million units in 1999 to 392 million units in 2003, according to Cahners In-Stat Group, a high-tech market research firm. -- Handset growth will be confined to digital cellular and PCS in the future. -- By 2003, over 95% of the handset market will be using digital technology. -- The rest of the world controls total market growth throughout the forecast period, as compared to the Americas, Europe and Japan. -- In the long run, only true multi-air link manufacturers will garner top ratings, which currently results in a market that will favor Motorola and Nokia. -- CDMA will have the fastest worldwide growth rate (24.69%) followed by TDMA (22.46%) and GSM (22.66%). -- GSM, nevertheless, enjoys an insurmountable lead accounting for nearly 203 million of the 392 million units forecasted for 2003. ''The remainder of 1999 will be a pivotal time for wireless handset manufacturer,'' said Ray Jodoin, senior analyst for Cahners In-Stat Group's Wireless service. ''As digital users begin to implement 2 1/2 Generation data and Internet ready handsets, we will finally learn if data is the killer application that most believe it is.'' Ray Jodoin's 1999 Handset Unit Forecast is a comprehensive report that includes unit sales forecasts by technology for the U.S., Canada, South America (to create a combined Americas forecast), Western Europe, Eastern Europe, Russia (to create a combined European forecast), Japan and the rest of the world. Graphs and charts are available to press upon request. Cahners In-Stat Group is a high-technology market research firm covering the consumer and convergence, networking, wireless, telecommunications, Internet and semiconductor markets. Headquartered in Newton, Mass., offices are also located in Scottsdale, Ariz. and San Jose, Calif. Cahners In-Stat Group is part of Cahners Business Information, the largest publisher of specialized business publications in the United States, and a division of Reed Elsevier. Visit Cahners In-Stat Group online at cahnersinstat.com.