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

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To: Dennis Roth who wrote (7872)	2/27/2001 3:35:56 PM
From: slacker711	Read Replies (2) of 196633

I am sure that others will disagree...but I was not at all impressed by the reasons that IJ sited for the comments made last week. I was hoping for some sort of data from industry rather than speculation. Perhaps he had talked to handset manufacturers and they had had more problems than they anticipated....or an operator was getting disastrous results from a trial....or he could have cited the fact that the handsets that were going to be introduced in May by Docomo would have FPGA's instead of ASIC's (just speculating). We got none of the above...it seems like he based his comments completely on the historical timeline that the IS-95 introduction took. Actually, he even added a couple of years to that. It seems like it took 2 years from the first trials to a mass-market commercialization for IS-95. If NTT's intro represents the first trials we would see an extensive W-CDMA roll-out in '03. An analogy would be if a MOT executive had commented that since it took somewhere around ten years from the first analog call to commercialization that IS-95 wouldnt become viable until the year 2000 (using 1990 as the baseline). Yes, the MOT's executive's comments could be taken under consideration but they really wouldnt have contributed much to the debate. Looks like we will have to wait until the end of May to find out any real information.... Slacker

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