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

QCOM 176.52

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1:12 PM EST

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To: foundation who wrote (7651)	2/22/2001 10:05:07 PM
From: foundation	Read Replies (2) of 196616

"....the roll-out timetable promised by European operators would be delayed by two years...until late 2004 or early 2005...." ---------- Taken in tandem with gprs's dubious performance prospects and imminent health concerns, how does the prospect of delayed 3gsm color Q's fortunes? How will China perceive this news? How will a protracted delay for 3gsm technology effect China's choice for its 3G standard - especially in tandem with td-scdma proving even farther behind in its development than umts/wcdma? If China seeks an advantage on the wireless world stage, might the prospect of speeding well ahead of Europe with a fully developed technology (that includes China's las-cdma IP) be appealing? China would have the opportunity to exploit the wireless leadership vacuum generated by protracted 3gsm delays - and use cdma2000 and its time advantage as weapons - to assert global influence. If China were to favor 1x for 2.5g, 2.5g overlays, and 1x evdv for 3g, how would its decision influence other operators? Would China be motivated by royalties, and China manufacturers motivated by associated IP and technologic advantages, to promote cdma2000 globally? Conversely, what would compel China to champion 3gsm - to endure gprs's inherent technologic inferiority and problematic growing pains - in order to place its own technologic development on hold for years - in order to adopt 3gsm and endure another generation of subservience to to a foreign standard and foreign vendors? Without China, 3gsm's 80/20 vision fades. How would Korea operators respond to protracted 3gsm delays? Would they rethink plans for 3G spectrum? What of JPhone in Japan - how would protracted delays effect their plans for wcdma? And are NTT wcdma delays soon to be announced? How would China influence decisions? What of Cingular? Is the prospect of following in T's path becoming more or less attractive? Cingular has yet to make a formal declaration... How would protracted 3gsm delays effect Nextel's final decision? Would protracted delays make 3gsm more or less attractive in Latin America? In Australia? How long will European operators delay? Relations between operators and vendors appear to grow more strained by the day... And who can blame the operators? ben

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