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

To: DaveMG who wrote (31491)	6/2/1999 10:57:00 AM
From: Valueman	Read Replies (1) \| Respond to of 152472

No announcements? -- Chinese Carrier Plans Huge CDMA Network (05/27/99) -- Bell Mobility Signs Estimated US$200 Million Deal with Nortel Networks (05/20/99) -- Nortel Networks to Supply US$86 Million CDMA Digital Wireless Network to Haitel Haiti's Largest Ever Private Investment to Provide Phone Service to 500,000 People (05/19/99 -- PRIMECO: Record-breaking quarter has PrimeCo gearing up explosive growth (05/07/99) Investing an additional quarter of a billion dollars in network expansion -- Motorola, Sprint Wireless Network Expansion Deal Focuses on New Markets (05/03/99) minimum value of more than $220 million. -- TRICOM Launches PCS Offering; Announces Cellular Market Share Leadership (04/30/99) -- Telgua Launches PCS Using cdmaOne Digital Wireless Solution From Nortel Networks (04/28/99) -- KANSAS CITY, Mo., Apr. 21, 1999 -- Sprint today announced it has awarded Lucent Technologies (NYSE: LU) a new three-year contract worth at least $780 million to supply equipment and services for the next phase of Sprint PCS' nationwide wireless network development and expansion. The contract is in addition to the previously announced $2.5 billion in contracts between the two companies for the first two phases of Sprint PCS' national roll-out of its 100-percent digital, 100-percent PCS nationwide wireless network -- Leap Wireless International Agrees to Pay $18.7 Million for 36 Markets Won in U.S. Government's PCS Reauction (04/15/99) -- All-Motorola cdmaOne Digital Network Goes Commercial in Japan (04/14/99) -- Alamosa PCS LLC to Build, Operate cdmaOne Networks (04/14/99) -- Motorola Expands CDMA Network in Beijing (04/07/99) -- Lucent Technologies Signs Contract with Argentina's CTI Movil to Provide CDMA Overlay of Its Wireless Network (04/06/99 -- Lucent Technologies wins CDMA wireless network contract in China (04/02/99) Ok--so there is the infrastructure contract list for April and May. Is that enough? Do we need to go back to include Mexico, Brazil, Canada, etc.? Seems busy enough for me.

To: DaveMG who wrote (31491)	6/2/1999 11:12:00 AM
From: Valueman	Read Replies (1) \| Respond to of 152472

On to point #2: QCOM has consistently delivered its total solution(ASIC, software, and support) to its customers on time, and even ahead of time. New designs have been announced, and you can rest assured that they will be on time. Manufacturers know this, and appreciate it. Handsets: Where are they? Well, you can pick up your ThinPhone at US West today. You can think about a Nokia phone, but there are none available. You can buy a 4 oz. ThinPhone now, or wait for the 6 oz. Nokia someday. You can get extended talk/standby times now, or get talk/standby (times that our Finnish fanatic deemed dismal not too long ago) from Nokia eventually, at twice the price. It was important to get ASICs to Japan first--there are a potential 5 million subs there this year. They best pay attention to their ASIC needs. The Nokia offering is poor at best. The idea that GSM phones get the "good stuff" and CDMA phones get the "old stuff" is ludicrous. Nokia has trouble making a CDMA phone. Period. Their offerings are poor, and invariably way late. The vaunted Tri-mode advantage is an odd rally cry being that there has not been a demand as of yet for such a device. If The Airtouch/BAM/PrimeCo customer is the target, we have yet to see any roaming agreement there, and the market is small at best. 3)No vibrating ringer--sorry. No cover either.

To: DaveMG who wrote (31491)	6/2/1999 11:19:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

W-CDMA vs cdmaOne <I'm speculating here but it seems to me that QCOM is taking the position that if there isn't going to be harmonization the royalty rates are going to have to be quite high, which sounds perfectly reasonable to me. So there's probably going to be another protracted fight which means we aren't going to be able to count on 3G related income for quite a while, I'd say at least 3 years other than licensing fees. > The pressure is all on the W-CDMA camp now. NTT is watching IDO start eating their market. NTT cannot wait '...at least 3 years...'. Neither will they want to depend on some ethereal, 'King Isn't Wearing Any Clothes' ASIC from Ericy for W-CDMA. We saw what happened to Motorola's and Nokia's cdmaOne efforts in ASICs. NTT can't afford to wait 3 years for an incompatible W-CDMA with obscure chip rates, concatenations and synchronisation only to find that there won't be one. NTT will want some competitive response to IDO and the cdmaOne bandits and they'd like it now. The only response available is a cdmaOne network with an upgrade path to a compatible W-CDMA [well, they could wait for the MSM5000 but that will upgrade from cdmaOne so why wait even that long]. Therefore, expect some action sooner rather than later. Don't expect Qualcomm to reduce the royalty rate. Ericy caved and that set the benchmark on royalties. Telecom New Zealand is being eaten alive by Vodafone and GSM so they'll have to very soon move to cdmaOne. They can't wait 3 years either. Same for many places. Tero is getting excited about China and GSM growth, but at the current rate, it will take them half a century for all to have a handset in China. He is right that cdmaOne is still just getting ready to roll. But GSM and horseshoes won't be coming back into fashion. GSM is Toast! You should not expect a very protracted 3G fight. Meanwhile, crude oil prices are sagging, which will ameliorate the Dow drop. But at $14 per bbl for Dubai it is still far from the good old days of December when it was $9. Look for more downside Dow! Mqurice Dow 8099 21 June 99 [Wow, it'll have to be steep to get there now].