Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 177.78

-2.2%

Jan 9 9:30 AM EST

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To: qveauriche who wrote (91104)	1/3/2001 11:57:51 AM
From: limtex	Read Replies (2) of 152472

qv- why will roaming (and CDMA 2000's relative isolation) be an impediment to the usefulness of CDMA 2000 networks? 1. THe European GSM SP's DT, BT, France Telecom etc are now or will be soon be spun off wireless stocks out of the old government monopolies. In fact almost every European Telco was only a few years ago a Government monopoly. These monopolies were 'privatized' after Margaret Thatcher made Britain remember the principals of capitalism. The other European countries eventually followed Mrs Thatchers lead. These newly privatized monopolies at first did quite well as they were the darlings of their stock exchanges and cut their expenses and came in with good earnings. Soon however they had to face competition and things started to fall apart. Then even worse technology changed with the result that today they can't earn anything like what they need to from fixed line business. So they got their governments to license and then relicense the mobile wireless business and now they have sort of re-created their monopolies and spun them off as independently quoted companies. Now these new wireless companies, the New Euro Telco Cartel "NETC" is moving to grab wireless properties around the World. They see the mobile wireless business as their opportunity to recreate their old monopoolies on a World wide basis and probably also by doing this they feel they can protect their own markets by firming the License barriers with tech barriers and by controlling any potential threat from anywhere around the World. So after building this world wide and GSM base network they allow travellers to roam from country to country. You need to see the cost of a call by a roamer in one country to another. The charges are stratospheric. Business travellers will however pay and pay through the nose. The NETC and their foreign partners thus protect a hugely profitable and protected income source free from any competition for decades ahead. In short the old Euro telcos have shed their skin and crawled out to gouge another group of hapless consumers. Now CDMA2000 represents a threat. The NETC doesn't want anything to interfere with its position. Permantently on Internet connection anywhere their members have put up the barriers means nothing more that roaming charges. And they will fight like tigers to protect their territories. Equally they don't want CDMA2000 customers coming into their territory as they will come from SPs that are not in the Cartel. Anyway soory for the length but its my view. Best regards, L

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