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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 176.67+1.6%Nov 12 3:59 PM EST
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To: Ramsey Su who wrote (1501)7/28/2000 9:00:50 AM
From: 100cfm  Read Replies (3) of 196630
 
Ramsey

I now see where you are coming from and agree that WCDMA as a stand alone technology may very well be DOA. Without the GSM tie in I don't see any reason for WCDMA to begin with.
That is why Spinco was created, to get the GSM x-licenses to produce a dual mode chip, otherwise Q didn't need anyone else to produce a pure WCDMA chip. WCDMA without GSM is useless, as you say who would they roam with and what coverage would it have.

I can't imagine DOCOMO coming out with just a pure WCDMA system with no GSM compatibility, it makes no sense what so ever. The problem is we know so little about their rollout.
Who is building the chips and basestations and in what configuration. Maybe as Benjiman has been stating it's 1X in drag.

Given the rest of the world's inability to produce any current version of CDMA, I consider all CDMA claims by anyone other then Q as vaporware.

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