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

QCOM 173.20

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Nov 6 3:59 PM EST

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To: Eric L who wrote (6925)	2/3/2001 8:27:30 PM
From: Maurice Winn	Read Replies (1) of 196538

<Backward compatibility for all 12% of the worlds wireless subscriber base with cdma2000> When the USA analogue subscribers convert to CDMA, the % will increase quickly. CDMA is growing quickly elsewhere too, so in 3 years, there will be a LOT more than 12% using CDMA wanting forward compatibility [backward from the network point of view]. 435 million GSM total = 62% 80 million CDMA total = 12% 701 million world total Graph of world subscribers: gsmworld.com Other statistics: gsmworld.com I am surprised that CDMA monthly sales haven't yet overtaken GSM and it confirms yet again for me that the world moves very slowly to new things, even when the advantages are substantial. Capacity is the dominant advantage of CDMA and now that spectrum value has been laid bare for the world to see, we can expect more rapid moves towards getting the most out of that expensive spectrum. While 12% is not a large proportion, there is no point making things worse in any way than needs be. W-CDMA doesn't confer any advantages and does give disadvantages, so it remains obvious that dog-in-manger marketing is the driving force of W-CDMA. That 12% will be more like 20% in a couple of years. Mqurice

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