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

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To: Kent Rattey who wrote (5012)	11/28/2000 2:01:49 PM
From: Eric L	Read Replies (2) of 197016

Kent, << "Where there's smoke, usually there's fire" >> There sometimes is and sometimes isn't. I think that Ericsson's statement is very sensible. The sources so far for the conjecture that AWS will use GSM/GPRS and eventually WCDMA (perhaps skipping TDMA-EDGE) seem to be journalist Lynette Luna (who to me is not very credible) and Andrew Seybold (who, IMO, is reasonably credible. Andrew Seybold has gone so far as to recently remove EDGE from his interesting Wireless Roadmap". wirelessroadmap.com Above roadmap may require (free) registration at Seybold's site: wirelessroadmap.com Article on Seybold's AWS "Outlook" is here: outlook.com One of the things that adds credibility to Seybold's conjecture, IMO, is that he is a long time CDMA "Bull", even though he is able to apply rather sensible objectivity. I myself am not so sure that TDMA-EDGE should be written off (although I'll be delighted if it does). There are two reasons for my thinking this way. AWS GSM is somewhat impractical to my way of thinking due to the lack of 800 MHz GSM gear, and GSM has no AMPS heritage (AWS still relies on AMPS) even though there are GSM-1900/AMPS-800 handsets. TDMA Troopers in Latin America are faced with a serious dilemma without TDMA-EDGE as it relates to regional (voice & data roaming) now that spectrum is being auctioned for GSM-1800 (or maybe CDMA-1800 <g>). AWS is leading the parade (and standards evolution for EDGE) within 3GPP. GSM-EDGE seems to be gathering some supporters in Europe (where little if any existed before). With all that said AWS & Cingular have a dilemma, and nothing could tickle my CDMA fancy more. There is one potential downside for us CDMAers I can think of, and that is if some deal is being made within 3GPP or GSMA in support of 800 MHz GSM/GPRS gear. For the moment GSM has no penetration in 800 MHz (prevalent throughout the Americas and available in China and elsewhere) and I'd like to see it stay this way. - Eric -

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