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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 117.35-0.9%Sep 29 3:59 PM EDT

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To: Maurice Winn who wrote (70968)4/24/2000 1:32:00 PM
From: Uncle Frank  Read Replies (1) of 152452
 
Maurice, I'm perplexed by comments attributed to the president of Q Japan.
Message 13485550.

Dr. J has said on many occasions that adoption of any form of cdma is good for Q, but Ted Matsumoto's comment is in sharp contrast:

"We cannot live with a situation monopolized by the wrong technology," Ted Matsumoto said in an interview with Dow Jones Newswires, explaining the U.S. telecommunications giant's surprise decision to launch a last-minute application for a 3G license in Japan.

I'm also surprised that Matsumoto implies Q wouldn't be successful as a supplier of wcdma asics:

Although Qualcomm generates the same royalty rates from both W-CDMA and CDMA2000 technology, he noted that a shutout of CDMA2000 technology would hurt Qualcomm's sales of semiconductor chip sets for mobile handsets in Japan.


It may be that Matsumoto is basing his comments on the narrow interests of Q Japan rather than Q worldwide. His comments about DDI certainly seem to reflect a state of panic rather than statesmanship which might facilitate negotiations with DDI.

Matsumoto said he was "very surprised" by DDI's possible change of heart, and that DDI's prevarication left Qualcomm no other choice but to apply for a license itself.


Finally, I'm surprised that Q, who has carefully unwound its infrastructure and handset divisions and spun off its US carrier operations is now pursing an operating license in Japan rather than doing so through one of its Japanese partners.

As a relative newcomer to the Telecom Holy Wars, I'd appreciate your comments.

uf
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