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

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To: Art Bechhoefer who wrote (395)	7/30/1999 1:05:00 PM
From: quidditch	Read Replies (1) of 13582

(1) It can accommodate both CDMA and GSM systems currently in use. But will it? Art, in my relatively naive view, this is the key issue (outside of China deployment, secular peaks in CDMA adoption in the Western Hemisphere and Japan and the rapidity (or lack of same) of availability of and customer demand for 3G services) and is the Holy War, Part II--the next generation: whether, and in what timeframe, GSM carriers opt to overlay GSM air interface with CDMA in Europe and whether that market becomes a CDMA market in the intermediate term. There was a radio news (WCBS AM) item this morning that T has added TDMA capacity in its NYC metropolitan area wireless network equivalent to a network that can accommodate a city the size if Seattle. Gregg reminds us that the GSM carriers are rabidly against carrier adoption of CDMA One (and beyond) because of the built-in advantages that such carriers (will) have when migrating to 3G networks. Other news items out of Europe speak in terms of deploying 2.5G (limited net access capability) through GPRS and EDGE adoption--i.e., anything, it seems, to avoid fundamental system overhaul. Here, the implications are a bit fuzzy as it is not clear what tinkering at the edges in terms of base station/infrastructure tweaks and modifications and new handset introductions will bring the GSM carriers in terms of new phone capabilities--and how much and for how long this will satisfy European wireless customer demand. Gregg views this in the positive light, which well we should. But the Holy War, Second Generation, is about how long GSM and its carriers can hold out and hole up in their legacy fortress. FWIW Best regards. Steven

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