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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.65+1.5%Dec 2 3:59 PM EST
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To: 100cfm who wrote (5730)12/25/2000 10:18:18 AM
From: limtex  Read Replies (1) of 196804
 
100cfm,

I agree this looks 180 degrees from our beliefs. How can a W-CDMA deployment be cheaper never mind much cheaper than a cdma2000 deployment?

Actually one reason might be that the suppliers of the equipment, in an effort to detroy cdma2000 offered to supply the W-CDMA equipment at a very very very cheap price.

Now why would I even think anything like that?

THe B/E till 2009 is of course affected by the netwrok installation costs do that is the same point.

Now as for cost of the handsets well although some of the Koreans have decided to become traitors to their own manufacturing companies at this most difficult time for those manufacturing comapanies, surely they have considerd that the US WILL have CDMA2000 no matter what the W proponents try to do to stop it. And so the US consumer is going to want cdma2000 handsets and some of those are going to be made by Korean companies and the US consumers are going to want them to be cheap and to compete with other systems in the US so why should handsets be more expensive in Korea?

Beats me unless the three Korean SP were offered some great terms by the W-CDMA network suppliers.

Best regards,

L
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