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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 169.27

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3:59 PM EST

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To: EJhonsa who wrote (84461)	10/23/2000 10:14:15 AM
From: foundation	Read Replies (1) of 152472

"...I doubt that so many carriers, especially the South Koreans, who have a smooth cdma2000 upgrade should they want to opt for it..." ---------- Korea's interest in wCDMA is not technologic. For Korea, wCDMA in 3G spectrum is a geo-political play - with no downside. Also include Financial incentives from NTT plus interests of major foreign shareholders. Recall that Korea has no domestic need for new spectrum - and that continued CDMA2000 upgrades are scheduled in existing spectrum. And, in time, if wCDMA proves implausible, the GVT would quickly allow Operators to change Standard flavors for 3G. However, within the next months, events in China (and 3GPP2) may well rearrange perceptions of 3G Standards dominance - and Korea's present interest in wCDMA as well. ben

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