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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 9:30 AM EST
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To: EJhonsa who wrote (4047)10/28/2000 8:18:24 AM
From: 100cfm  Read Replies (1) of 197253
 
EJ, your reasoning would start to make some sense of this WCDMA issue but I have one problem with it.

If Unicom can build out a 10 million subscriber system in one year basicaly from scratch then surely DOCOMO could do the same with WCDMA. So the slow rollout can't be entirely due to starting from scratch.

I aslo would not expect China mobile to have a much higher success rate then DOCOMO in converting and signing on new subscribers.
Knowing that WCDMA is technically inferior and costs more to install, that left roaming as the only logical reason to go WCDMA but with that kind of ramp in subscribers that theory gets blown out of the water.

Go one step further and take the DOCOMO ramp rate and apply it to all the carriers touting WCDMA and then divide all the handset manufacturers into that number and it hardly seems worth anybodys effort to produce WCDMA handsets.

We also know that DOCOMO's system is busting at the seams so a fast buildout would make sense, it would also make sense that i-mode users would flock to the faster service(64k vs 9.6k) which would mandate a faster buildout.

I still think we are missing something or the DOCOMO release is inaccurate cause none of it is making any sense.
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