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

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: Ken S. who wrote (31378)	1/19/2003 9:55:14 AM
From: John Biddle	Read Replies (1) of 197153

The same company, he says, targets the youth market in France. His bet was that this company was going to introduce CDMA across France. This is great, and your detective work has paid off well with an answer that correlates closely with the Andy Seybold datum about 3 European companies trialing GSM1X. My pessimistic side keeps bothering me, though, about the fact that CDMA is not allowed in 2G spectrum in Europe by law. Since a GSM1X implementation would not in any way diminish the ability of GSM users to roam seamlessly as they do now, it might be possible to get approval to do this, but it's far from a sure thing. Like most on this thread, I see this as an opportunity for European nations to help get themselves out of their existing telecom quagmire without having to admit anything about less than prescient actions in the past. They won't be taking a stand for one technology over another, they will simply be allowing companies to take risks with their capital and profit or loss based on how they do in the marketplace. Without hobbling existing subscribers they can, by allowing for GSM1X overlays, create an alternate path to the 3G world they've sought for years. By recommending, or maybe even demanding dual mode phones, to "protect" the new users from naively buying a CDMA phone that won't work everywhere, they could ensure that no user would suffer from the telecom standards fight that would ensue. But just because they could do this doesn't mean they will. After all, we've seen them make less than ideal decisions before.

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