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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 176.00+0.4%Dec 9 3:59 PM EST
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To: Ramsey Su who wrote (7692)2/23/2001 4:38:43 PM
From: cfoe  Read Replies (1) of 196876
 
All it takes is ONE major European carrier to switch to the 1x camp and the war is over.


Agree and here is one possible scenario.

Mark Roberts first reported many months something about Europe opening up to CDMA in the not-too-distant-future. Now he is saying we could see a switch. Here is my candidate and I think it has been in the works for a while.

VOD gets new spectrum and makes an infrastructure deal with ERICY. Deal says that ERICY must include other vendors, technologies.
This is cover for a coming 1X overlay in the new spectrum.
For VOD they get to make money on the new spectrum much sooner than they must know will happen with W-CDMA. Remember, Peter Gent (VOD CEO) should know all he needs to about CDMA from VZ.
ERICY needs the infrastructure business in the worst way; and they might get to sell dual mode phones made with a QCOM dual-mode (1X/GSM) chip.
VOD, ERICY and QCOM begin to lay out the plan for making this happen. They realize that they need to create an "accepting" atmosphere for this coming switch.
Key to this is waiting for and getting non-QCOM agreement for the reality that w-CDMA will not be ready for prime time for at least two more years.
Also key is QCOM gaining the GSM rights it needs.

Now that these last two points have happened, I will be looking forward to good news.
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