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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Eric L who wrote (51255)	11/21/1999 11:42:00 AM
From: slacker711	Read Replies (1) of 152472

This is the real kicker. 12 months ago I would have agreed with you. However, ATT/BT will kick the shit out of any network in the world by 2002 for voice and data services. Can't believe I'm saying that but just watch. Cellnet's data initiatives happen to be the most advanced in the world and as you know CDMA is just learning to spell DATA,. Wow....Now this surprises me. The one question I have never really settled in my mind is why Europe is even going to 3G if EDGE provides everything that 3G does except for 2mps in a non-mobile environment. It seems rather excessive to spend billions to provide this ONE capability. The only answer I have come up with is spectrum efficiency (I assume that they will get EDGE to work....no guesses on time frame).... Do you have any idea as to either the spectrum efficiency of GPRS/EDGE or the capacity constraints the European operators may be facing? As I understand it, the European operators will be getting additional spectrum to deploy 3G services on. This would allow them to start up data services without effecting the existing voice services. If AT&T/BT are successful with EDGE then I would think that they will face the same type of problems that AT&T faced when One-Rate took off.....too many users on too little spectrum. Only this time the problem would be multiplied many times since the data rates would be so much higher. Thanks for the continued international perspective..... Slacker

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