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

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To: Caxton Rhodes who wrote (7957)	3/1/2001 10:41:26 AM
From: Ramsey Su	Read Replies (1) of 196646

GPRS is one of the "best" news I read in the last two day. The GSM camp has NO 2.5G solution. There are two extreme possibilities: 1) The major delay with GPRS right now is handsets. MOT is only handset maker with 1 model. The promised delivery for Dec 1999 is already pushed to Dec 2001 by the Noks. Bias aside, there are no indication that they can solve the problem. 2) Let us assume that the handset problems are resolved immediately, in limitless supply. Let us further assume that it becomes wildly successful, making it the i-mode of Europe. The spectrum would immediately flooded with data and drop calls/no signals. Just like what they experienced in Cannes, at the GSM congress, the system would be totally useless. Just think about the 1x vs GPRS time table in the US. I wonder how many sleepless nights have that been giving Armstrong? Ramsey

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