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Technology Stocks : Nokia (NOK)
NOK 6.720-0.1%10:01 AM EST

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To: LarsA who wrote (7489)10/10/2000 11:46:32 PM
From: Caxton Rhodes  Read Replies (1) of 34857
 
FWIW I agree too, Tero was the only one with an argument. Now all you have is the qcom groupies (myself included) pushing one side of the discussion.

I still think the most important thing wireless investors should know is: qualcomm.com

Why would carriers pay more for a lousier system?
Only reasons I can think of are:

1. The may get a share of the royalty pie, if people are willing to pay more for an inferior system.
2. Global Roaming. This won't be an issue as GSM/CDMA roaming chipsets become available and carriers begin signing alliances with foriegn firms. Voadaphone should be the first in US CDMA/Euro/China GSM roaming imho.
3. More competition in handsets and infra, GSM's overwhelming "current" market share may lead many to believe that because of the larger market, more vendors will want in. Thing here is, that if 1Xev is the solution, the same thing will happen with 1Xev licensees.
4. Government mandates. These stifle competition in the long run. There is a big risk to tech inovation if a better technology comes along somewhere else. Take CDMA for instance. And yes Korea took a HUGE risk with CDMA, but it is looking good. Korea is not however mandating CDMA2000 or WCDMA on the most part.

Caxton
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