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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 172.72-4.4%3:59 PM EST
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To: T L Comiskey who wrote (42866)9/29/1999 8:46:00 PM
From: MileHigh  Read Replies (2) of 152472
 
from the Gilder thread~ I am not sure if EDGE 3G is good for Q, please advise.

>>>a snippet commenting on presentation by AT&T Wireless CEO Dan Hesse at PCS'99 last week courtesy of CSFB wireless analyst Cynthia Motz:
CDPD customers will eventually migrate to the EDGE 3G platform

On the topic of 3G, AT&T thinks it is in an excellent position as a TDMA player. AT&T plans to deploy 3G using the EDGE platform in late 2001, with a national launch in 2002 that will coincide with its international partners. AT&T expects a smooth migration to EDGE by its CDPD customers, who will only have to up-grade to a faster modem. AT&T is currently working with more than 150 solutions partners to develop content for its wireless data offering. AT&T expects to see such applications as messaging (email, calendars), imaging, e-commerce, entertainment, and vehicle-oriented applications (maps, traffic information). Although we believe they are making progress on the wireless data front, we believe AT&T may still have some capacity issues as relates to using TDMA and CDPD. TDMA's capacity is the lowest of the digital technologies, and CDPD has been around for a while and has not really taken off.
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