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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.18+1.1%3:59 PM EST
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To: Art Bechhoefer who wrote (3625)10/11/2000 10:15:07 AM
From: foundation  Read Replies (2) of 196989
 
"..It's a question of planned obsolesence, where those who are committed to GSM will milk the very last penny out of that standard before they are forced into 3G.."
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True enough concerning Suppliers' and Vendors' preferences.

But Operators live in a very different world of high (astronomic) spectrum costs and a need to roll out value added services. The Operators want flexibility and options. The UMTS Operators Harmonization Plan exists, and will be implemented (perhaps sooner than some parties would prefer).

Important to note that European cell phone sales look lethargic at best - despite all the GPRS and EDGE public relations and press. For the Operators, and their Bankers, and their Banker's Regulators, and in light of perceived excessive telecom loans outstanding, less loans available, and sensitivity to perceived risk, the GPRS-EDGE-wCDMA evolutionary path will not fly.

GSM Vendors' and Suppliers' premeditated plan to delay wCDMA (or variant) will fail. Operators simply cant afford such an inefficient use of capital.

IMO, the self-inflicted pain of slowing European telecom activity will force Vendors and Suppliers to abandon their delaying tactics and fully cooperate with Operators in rolling out 3G services far sooner than presently scheduled.

ben
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