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

QCOM 170.90

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Nov 7 9:30 AM EST

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To: Eric L who wrote (6881)	2/3/2001 11:05:33 AM
From: straight life	Read Replies (2) of 196568

Eric- You wrote: "Re: MAJOR Brazil News Comment: I was in a deep funk for about two weeks after Anatel's spectrum decision was announced last June >> Brazilian Wireless Auction Suspended... ``There's a window of opportunity here,'' said Rappaport (telecoms analyst at ABN-Amro in Sao Paulo). ``The more time passes, the less interesting Band C looks. There's a reluctance to invest in technology that will soon be outdated, especially if you're not in the market already.'' Guerreiro said Anatel will again try to sell the Band C licenses in the first half of this year, maybe at a lower minimum price. " ...and of course I'm pleased at the delay. But isn't it only a delay? Or do you think it's a precursor to a technology change i.e. to CDMA? Is Rappaport a noted authority? Does she have it right? Are you saying that by the time GSM is launched (or GPRS? Handset availability willing...) it'll be too late from a TDMA/CDMA first mover advantage perspective??? What do you think of the possibility of LA TDMA SP pulling an AWE (or AWS to you) and taking the upgrade path GSM/GPRS/UMTS? I'd like to be more positive about Brazil, but wireless politics/business has more twists than a snake and I've been bitten once too often to be moved quite so easily.

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