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

QCOM 175.25

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Dec 19 9:30 AM EST

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To: engineer who wrote (4280)	11/4/2000 8:20:25 AM
From: limtex	Read Replies (1) of 197008

eng - re-listening to IJ on the cc it it is becoming even clearer that there is a huge and widening gap between what we keep hearing (hearing mind you but not seeing) about DoCoMo and a couple of others ( Singapore comes to mind) about W-CDMA on the one hand and what IJ ( and many of our knowledgeable posters) say on the other hand. I am begining to think that the W-CDMA gang are going to resolve this as one of the questioners very aptly put it. He asked whether in effect the technology advantages were outweighed by very smart marketing. It seems to me that it boils down to this:- 1. W-CDMA doesn't exist today in a working commercially deployable state. Its current development may be even more behind than that. 2. There is no license currently in place to allow anyone to use the Qs CDMA IP in a WCDMA system. Dr J said that he hoped that this would be sorted out amicably. I think he said hoped. 3. In mainland GSM territory of Europe GPRS is being deployed of for instance I think that BT Cellnet in Gt Britain is deploying it. This will be marketed to people as something fantastic. The customers in Europe are totally GSM and for the most part roam between one coutry and another seemlessly. Once in a roaming territory they get gouged per minute thats one of the big reasons for all this instistence in Korea for W-CDMA ie a piece of the GSM roaming pie. They will be old that they have the most up to date system in the World which puts the Internet in your handset. Never mind that it is total nonsense and that Korea is now the most advanced country in the world for mobile telephony. The Europeans would laugh if you told them that. Believe me eng, they would think you had gone stark raving mad if you told them that Korea was ahead of Europe in mobile telephony. So they will never know what they are missing and the GSM bacon will be saved by smart marketing as the questioner suggested. What did Dr Goebbels say.."the bigger the lie the more people will believe it". Best regards, L

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