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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 11:58:58 AM
From: slacker711	Read Replies (3) of 197009

Unfortunately, outside of yourself, Mightylakers, and Microe (ok there are a couple of others Clark, Molloy etc.).....ALL of us are simply making inferences based on published reports. As to the roll-out of W-CDMA....the real question is if their are handset ASIC's ready to go. It seems fairly certain that the infrastructure portion will be ready to go. BTW....an analyst almost got it right when he asked what Qualcomm would do if Nokia shipped 3G equipment. They should have used NEC instead. nec.co.jp Ericsson also stated that they expect to begin shipping infrastructure by the end of the year. As to handset ASIC's....here's a post by Mika which seems to claim that trials were underway with W-CDMA handsets (not moving vans) a year ago. Message 13469801 If the above post is correct, then it fits your time-line almost perfectly. If NEC had a working prototype handset in Oct '99 then it will be 20 months to May '01. Since NEC/Ericsson both are supposedly installing W-CDMA equipment right now, it seems a safe assumption that the next 7 months are going to be spent attempting to test the network under real-world conditions. None of this means that I am absolutely correct that NTT will roll-out a system in May '01. It seems to me that the system will likely be labeled "commercial" but the first couple of months will be a trial system under full-load. Of course, all of the above are simply inferences.... Slacker

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