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

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To: John Biddle who wrote (20014)	3/8/2002 6:36:21 PM
From: Maurice Winn	Read Replies (1) of 196639

John, good summary, but I think the GSM MAP wireline equipment should be referred to as "legacy" rather than "heritage" in the soon-to-be European GSM1x world. "Legacy" implies obsolete, but still functional enough to get by. "Heritage" implies traditional and well worth holding on to down through the ages. If I understand the wireline end of it, the legacy GSM network is circuit-switched. When internet protocol is all the rage, circuit-switched is not going to be the good way to handle a big pile of data, which will include voice. But that could be totally ignorant - I'm sure there are a dozen technical whizzes who will correct my misunderstanding if necessary. Fingers crossed, Mq PS: When GSM1x gets a foothold in Europe, there will be powerful forces driving it: * Spectrum limits - moving subscribers to GSM1x will vastly increase capacity and therefore profits * BREW applications and 3G - subscribers love the stuff [see Korea for proof]. Companies not offering them will fail. * Price - GSM1x service providers will be able to undercut competitors using their huge capacity. Subscribers will want it. * Phone and device technology - hordes of CDMA licensees are producing a huge array of 3G devices. Subscribers will want them. *** RadioOne, SnapTrack and other technology will make GSM1x in huge demand.

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