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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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To: slacker711 who wrote (11187)	5/31/2001 4:33:29 PM
From: Maurice Winn	of 197098

<The problem is that the differentiation that CDMA provides for operators has not translated into differences for the consumer. The only operator that is truly taking advantage of the opportunities provided by CDMA is Leap. > True, but behind the scenes, there are some effects. CDMA is positioning those service providers ready for some vicious competition which will come at some time. It is giving them more income per minute of calling [since their costs are lower] so their balance sheets will strengthen compared with GSM providers. Sprint will soon be raking in millions for data while TDMA networks blunder on in the old style. CDMA gives a big chunk of spectrum advantage with which service providers can do a lot of tricks. When the VW40 GSM 3GSM UMTS W-CDMA EDGE GPRS WAP stack of cards collapses, it's going to be more fun than all of business history combined. They are struggling to hold the line with a half-baked GPRS and now, with idle promises of EDGE, while proclaiming that speed is irrelevant but the 'high-speed GPRS is great'. They also say, "...anyway, nobody wants 3G services, although those bids in Europe for a fortune were worthwhile" [even though they claim they couldn't afford to bid that much because the QUALCOMM royalties were supposedly too high, which, oddly, didn't cause them to lower their bids...weird...]. Anyway, Nokia will give huge vendor finance to help hold the line to boost GSM sales. We are down to synchronous versus asynchronous as the quoted difference between cdma2000 and VW40. When the a in asynchronous is dropped along with the pretence, we are going to be getting nicely close to convergence. Multimode ASICs by QUALCOMM will smooth the last differences. Meanwhile OneTel bites the dust. That's the silly Australian company which only a year or so ago built a new GSM network. Funds came from Kerry Packer's son and Rupert Murdock's son, which shows that wealth and power don't necessarily demonstrate good sense. We will see the same lesson on a grand scale in the VW40 slime world. All good fun. Mqurice

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