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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.35-0.4%Dec 4 3:59 PM EST

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To: limtex who wrote (5735)12/25/2000 12:47:45 PM
From: Peter J Hudson  Read Replies (2) of 196830
 
Limtex,

The Korean operators choosing to go with WCDMA makes sense. What would CDMA2000 (3Xrtt) offer that they don't already enjoy with 1xrtt progressing to 1XEV. They have a clear upgrade path to high speed voice & data using existing 1.25Mhz spectrum. Using WCDMA in the new 5Mhz bites at the least will create new roaming markets for them and probably encourage additional foreign investment in their build-out. I am beginning to believe that 3xrtt CDMA will never be deployed. The service providers around the world want a single wideband 3G standard. Even in the CDMAone strongholds, US, Japan, Korea we know WCDMA will be deployed. Whether 3xrtt is superior or not it appears WCDMA has won the wideband battle. I think that QCOM is concentrating it's R&D efforts on narrowband 1XEV. The Koreans are betting on a world standard for wideband while using the most efficient cost effective solution for narrowband. Smart guys.
JMO

Pete
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