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

QCOM 174.80

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Dec 5 9:30 AM EST

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To: John Biddle who wrote (4741)	11/18/2000 7:05:49 PM
From: Cooters	Read Replies (2) of 196845

John, Here's the information from SSB, specifically highlighting the seeding of 1X handsets......took a bit to find it<g> Cooters ------- 3G Migration Path and Costs Highlighted -- We spent a significant amount of time discussing the company's migration path to 3G services as well as the cost of getting there. As anticipated, the term 3G will be used to describe "broader data bandwidth on demand" rather than a technical standard. For Sprint PCS, the 1XRTT deployment previously known as 2.5G will now be called 3G by Sprint and potentially marketed to customers as such. Regardless of what we call 1X, the upgrade will double voice capacity for the company and provide a shared 144 kbps channel for its customers with advertised end-user speeds of around 70 kbps. The company plans on deploying compression technology to enhance the end-user experience similar to the Bluekite deployment in its current Wireless Web offering for businesses today. Management anticipates quantities of commercial handsets to be available beginning in 3Q/01 and intends to seed the market similar to the way it deployed Wireless Web. Full national 1X is planned for 2Q/02 with selective deployments beginning in the third quarter. Following the 1XRTT deployment, the company plans to install 1X EV in the 2003 time frame which is a cross between HDR and Motorola's 1X EXTREME. The company also provided more details on the cost for its 3G upgrade plan. Management expects an upgrade cost of about $600 million in 2001 which would be incremental to our $2 billion forecast for 2001 as we have not built in 3G revenues or capital spending. For 1X EV, Sprint PCS anticipates an incremental capital requirement of $800 million which we believe will be split between the latter half in 2002 and throughout 2003. Equipment for 3G will be supplied by Samsung in addition to its current vendors -- Lucent, Motorola, and Nortel. With 3G expenditures our cumulative spending forecast for 2001 -- 2004 would move from $4.4 billion to around $6 billion. The non- 3G expenditures tend to be split into thirds with respect to capacity, fill- in sites, and footprint expansion.

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