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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 173.96+1.4%Nov 11 3:59 PM EST

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To: w molloy who wrote (6905)2/25/2000 12:25:00 PM
From: engineer  Read Replies (2) of 13582
 
WM,

I think you missed the point on this one.

WINDOW OF OPPORTUNITY CLOSING

But over the past year, GSM makers have achieved technological breakthroughs and
international pacts that make GSM networks increasingly easy and cheap to upgrade --
robbing CDMA of a key advantage, industry analysts said.


It says that CDMA already has the advantage, not that they had a disadvantage. the upgrade is sitll alot harder than the GSM guys make out. One HUGE one is that the carriers are VERY cautious, and after 2 years of lying to them about how CDMa would not work by the GSM crowd, they are very skeptical that teh WCDMA stuff will work. I think you will see small rollouts of WCDMA for a long time and that nobody will roll it out wholesale until s giant system has been deployed. For this reason, I see WCDMA as blowing smoke in the face of an upgrade which is essentailly already in place, which is 1xrtt and CDMA2000.

thanks for the formatting lesson...
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