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Technology Stocks : The New Qualcomm - a S&P500 company

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Nov 28 12:59 PM EST

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To: Eric L who wrote (390)	7/29/1999 11:52:00 PM
From: Maurice Winn	Read Replies (3) of 13582

NTT What we want and what we get, even if we are steadfast, are often two different things. <I think NTT Docomo (Japan) launch already pushed back to at least 2002 earliest. Also think that NTT Docomo (Japan) is steadfast in requirement for a physical UIM (3G SIM) not a logical one. This would make it dificult for a cdma2000 implementation I think.> Imagine a fairly rapid success for the cdmaOne competitors, which has already happened and will accelerate. Imagine a long and nervous wait by NTT for the 3G SIM while their subscribers flood over to cdmaOne and in 18 months from now, start on the HDR route and cdma2000 is looming not far behind that. Meanwhile, VW40 continues 'in trial' and the glitches will be ironed out 'any time soon'. The benefits of VW40 compared with cdma2000 might be looking not that great compared with the loss of business to the cdmaOne/HDR/cdma2000 world. Competition is a merciless technology driver. The ThinPhone and a notebook puter might be a very hot combination in conjunction with reasonable minute rates, especially if Airtouch is true to their word and they start billing in data moved rather than minutes 'connected'. Mqurice

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