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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 175.25

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Dec 19 3:59 PM EST

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To: Caxton Rhodes who wrote (2363)	8/24/2000 12:12:00 AM
From: limtex	Read Replies (1) of 197001

CR - UK 3-G licenses, upgrades allowed and Korea. spectrumauctions.gov.uk Something has been bothering me about these 3-G licenses in Europe and now in Korea. I looked at the UK Radio Agency website and found as best as I could the details of the new licenses being offered. The document appeared to me to say that exisitng systems wouldl also be allowed to carry HDR traffic provided they were only fitted with upgrades in order to do so. It seems to me quite important since especially in Korea where there is an existing CDMA-one system in operation then it can be upgraded to cdma2000. It would seem quite difficult to me to limit an operator to the speed of data that he can send over his network. The new licensees might understand that they are not being licensed to remove existing operators but that the data rates they have just won are for data rates that can only be achieved with the euiqpment and segments that they have just won. Can it be that they have to live with other technology enabling the existing operators to offer HDR as they are doing if it is done merely by upgrades? If this is the case then in any territory that cdma-one is currently is operation e.g. Korea then so long as one of the existing operators decides to do so he can go with cdma-2000 without having to go through a licensing procedure and then upgrade to cdma-2000 and his cost advantage will effectively put any competition based on W-CDMA out of business. Is this correct? Best regards, L

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