Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.65

+1.5%

3:59 PM EST

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To: DWB who wrote (73700)	6/21/2000 10:47:00 PM
From: DWB	of 152472

A follow-up on the cost/subscriber for infrastructure installations... We had: $900 million/1.5 million users = $600/user GSM infra. spending in Turkey $400 million/1.1 million users = $363/user CDMAone infra. spending in Chile Now in this post (http://www.siliconinvestor.com/readmsg.aspx?msgid=13923269), we see that in Taiwan, you get $322 million/1.6 million users = $202/user CDMA2000 infra. spending in Taiwan This tells me a couple things: 1) QCOM based CDMA infra. seems to be getting cheaper to deploy per user, or is that more efficient per user for the operator...? Not only that, but the operator gets better functionality in terms of data rates, voice capacity, etc. over even CDMAone... 2) Brazil is going to be licensing 2G GSM vendors in the 1800 frequency at the same time that existing Brazillian operators are putting in much more efficient CDMA2000 based systems, which should theoretically be much more profitable (reduced outlays, higher data rates, etc.) and kick some gluteus maximus... DWB Q2.5K/Y2K+5

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