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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 179.12-1.2%2:48 PM EST
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To: Eric L who wrote (6235)2/4/2000 1:00:00 PM
From: gdichaz  Read Replies (1) of 13582
 
Eric L: (EriQ) Thanks. I am probably one of the handfull of folks who read all you posted (including the links). For those who scanned only:

Suggest that GSM is still a closed group - Eurocentric is putting it mildly.

For the GSM base worldwide, GPRS is the same "no brainer" as 1XRTT is for the CDMA One base.

Both will happen and asap.

What is fun is what happens then.

HDR will be available and could be used on both bases.

Korea is where the first test is. The roll out elsewhere is early next year if all goes as expected.

HDR is in effect the Q's ace in the hole. Major thanks go to Viterbi.

No one else has it, or is likely to have it anytime soon as a stand alone, and it is very very very (the Dr J triple emphasis) unlikely any company other than the Q will have it in combination with either 1XRTT or 3XRTT (CDMA 2000) - at least on anything like the Q's timeframe..

IMO and just in my opinion, EDGE is a lesser certainly. Eric L can speak much better to this than I can.

But I can see some GSMers (outside Europe of course where such independent thinking and actions are not even in the mindspace) skipping EDGE and moving to HDR or HDR and IXRTT combined.

But who knows. Look forward to Eric L's view on this.

And Eric L is right IMO that the Q receives no $$$$'s from the GSM 2.5 gen - i.e. GPRS and/or EDGE.

So through the GPRS upgrade to GSM, the Q continues to be frozen out of Fortress Europa.

Elsewhere in the world, seems like a few (particularly in Asia and Latin America - from TDMA) will gives serious thought to an upgrade path using 1XRTT and/or HDR.

But the odds for much of that are still probably long (sadly).

Learned long ago that inertia is the only driving force in committees of standards bodies or any government related groupings. (Even though this is against the laws of physics)

So don't hold your breath re conversions from GSM.

However, the good news is that in Japan there is no GSM to convert from.

In Australia the movement to CDMA is going ahead (despite Outback heads in the sand)

In Latin America, especially where it matters most - Brazil and Mexico - CDMA is coming up very fast on the outside on those racetracks.

In the US, now that VOD has won its German battle, the Bell Atlantic /VOD (with GTE) nationwide net should roll (whenever the FCC and other bureaucrats permit - still sitting on their hands in this as in "caller pays".

And on and on.

CDMA is going full speed without any help from GSM and the great news is that while GSM will do what it can with FUD etc., the worldwide CDMA roll out and deepening and broadening is accelerating.

And there is China.

Best.

Chaz
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