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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 152.73+0.8%1:37 PM EST

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To: Ramsey Su who started this subject7/2/2000 4:40:37 PM
From: Kent Rattey   of 197458
 
igigroup.com

Other highlights from CDMA Wireless Business Opportunities:

1). GSM (PCS 1900) is the only one of three competing digital wireless technologies in North America that: A). is not participating in the 800 MHz band, B). was not selected by a nationwide wireless operator, and C). does not enjoy the support of one of the top four long-distance carriers.
2). CDMA is unopposed by GSM in Asia’s first and third largest markets: Japan and South Korea. CDMA’s versatility as a cellular, PCS, wireless local loop, and mobile satellite solution will overwhelm GSM in the region as a whole. PDC, used only in Japan, will fade due to limited coverage. PHS, a limited-mobility system, will continue the decline in subscribers that started in late 1997.
3). U.S. cellular operators will accelerate their migration to digital. More cellular operators have committed to CDMA than U.S. TDMA. GSM was never designed to overlay existing analog networks, and is not a factor in the U.S. cellular market.
4).GSM has a commanding lead in Europe. But CDMA is taking root as a wireless local loop (WLL) solution in Eastern Europe. Intensifying competition will drive some West European operators to deploy CDMA for capacity, rural coverage, and to capture roaming revenue from visiting North American and Asian CDMA users.
5). CDMA’s higher capacity and larger cell radius make it the clear choice for wireless local loop applications. CDMA WLL networks are being deployed in China, India, Brazil, Russia, and other populous, developing countries.
6). The Globalstar satellite network will give CDMA a worldwide footprint. There is no worldwide GSM satellite network in the works. The leading GSM manufacturer, Ericsson, plans to produce and sell Globalstar handsets.
7). GSM’s open interface between base stations and switches makes it possible to overlay CDMA radio access. This will facilitate the development of CDMA-GSM “dual-standard” networks.

8). The World Trade Organization Agreement calls for an end to government technology mandates that have barred CDMA from dozens of markets .CDMA is being considered for use as a PCS technology in countries that previously standardized on GSM.

9).IS-95 CDMA’s technical advantages are real. CDMA is demonstrating 2 - 4 times GSM capacity, the ability to cover a city using half as many cells as GSM, longer battery life, and superior audio (fidelity, noise suppression, and performance under high error rates).
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