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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.52

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10:45 AM EST

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To: Joe NYC who wrote (43274)	10/5/1999 2:30:00 AM
From: Bux	Read Replies (2) of 152472

Anyway, I think I have some idea about the list of features of CDMA and it's advantages. But in the marketplace, this has not been translated to a significant difference to the consumer. Jozef, I was under the impression that you understood this issue better than you appear to here. The advantages of CDMA lie with reduced capital expenditures/subscriber. This is not a contest that will be decided by the consumer but by the network operators who want to maximize the return on their investment. The savings do not appear until a CDMA network begins to carry an amount of traffic that would begin to tax a comparable TDMA based(GSM)network. At that point a TDMA network would need additional capital to upgrade network capacity to handle either more subscribers of more usage (data?) from existing subscribers in order to maintain acceptable service. The CDMA network will keep adding subscribers and increased amounts of data traffic without additional capital expenditures. The actual capacity advantage of CDMA is variable (depending upon circumstances) but it is quite clear to me that it is at least 2-3 times. And when it is time to add more capacity, CDMA is more flexible. These advantages explain the momentum that the CDMA standard has exhibited over the last three years. TDMA operators will continue to profit from their networks and as long as they are able to offer a competitive price, consumers will support those networks also. My opinion is that subscriber growth is and will continue to be stronger than anticipated, loading networks to capacity more quickly than anticipated, which will accelerate the rate at which subscriber prices drop, ultimately hastening the adoption of CDMA due to a competitive price environment. (sorry that was so wordy) So whether the consumer can distinguish between CDMA and TDMA is irrelevant. Whether TDMA has the current lead in data rollout is irrelevant. The popularity of wireless data will merely speed the eventual dominance of CDMA. Hence the expression "GSM is Toast" (with a capital "T") Bux

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