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

QCOM 137.34

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Feb 6 9:30 AM EST

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To: Mika Kukkanen who wrote (749)	7/12/2000 2:20:48 PM
From: gdichaz	Read Replies (1) of 197629

Mika: You are the professional, so I only offer this thought for you to consider: Are you not making a major, perhaps heroic, assumption up front. That assumption is that all or at least most of GSMland will become UMTSland. Suggest to you that while that is the conventional wisdom (or assumption), on examination it is shaky. That ignores the huge lead HDR (as enhanced) combined with CDMA has in data. There is likely to be a major market in Asia as elsewhere for wireless access to the internet. CDMA/HDR wins that hands down. GSM's rival data approaches are not even close. You know that well. So by the time WCDMA becomes reality, it may be either the Korean version (which is CDMA2000 in drag or disguise) or CDMA2000 itself with a simple change, or a compromise. The European UMTS looks least likely outside Europe. Comments? Chaz PS Will Europe ever permit HDR or some variant in your view?

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