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

QCOM 176.31

+1.9%

Jan 5 3:59 PM EST

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To: pyslent who wrote (53123)	7/3/2006 7:20:26 PM
From: voop	Read Replies (2) of 197083

I think you have misread the article... Would not be the first time! "Over the last three years 25 mobile telecoms operators have decided to replace or upgrade their CDMA networks to GSM or its successor known as the Wideband CDMA (WCDMA) system." I thought the writing was couched in that they said CDMA operator went from CDMA to GSM OR WCDMA. Well I will grant you that to migrate to GSM sucks from a Qualcomm royalty point of view unless that GSM platform migrates to WCDMA quickly (operator would likely have to absorb the first forklift before embarking on second) BUT to say a GSM operator going to WCDMA was a repudiation against CDMA was disingenious depending on the intent. If the intent is to say its bad for Qualcomm then I think it hurts so good. If the intent was to say the CDMA migration to EVDO is disrupted because these carriers are going to get there via WCDMA then okay probably so. The bad news is if they stay at GSM 2G ad infinitum. As long as the operators keep on plugging and chugging to 3G it really makes little difference. Hopefully sales lost to CDMA operators now promoting GSM will be replaced by a LOT more WCDMA HSDPA type subscribers of Qualcomm should get a healthy portion.

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