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

QCOM 174.54

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Nov 13 3:59 PM EST

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To: Caxton Rhodes who wrote (7957)	3/3/2001 7:58:43 PM
From: Eric L	Read Replies (2) of 196634

Caxton, << they can deploy 1XeV in the new spectrum, with roaming capabilities, and start receiving income for the new spectrum a lot sooner ,,, Qualcomm has a significantly better solution for 3G that is ready now >> If this were accurate it would be great. 1xEV is not yet even fully commercialized in an ANSI-41 environment. Hopefully it will be shortly. There is no 1XeV-DO / GPRS (MC-MAP) standard, and no decision has as yet been made to develop one. See the reference just supplied by Ben: ftp://ftp.3gpp2.org/TSGC/Working/TSG-C_0102/TSG-C/Plenary/C00-20010212-031__G3G-AdHoC-Chair-report.doc If one is developed it will need to be commercialized. It will only be commercialized if there is market demand, and I'm not sure that market demand has been verified. Once initially commercialized, and implementation commences, 1XeV-DO / GPRS (MC-MAP) faces the same issues of interoperability and integration testing that W-CDMA faces .... similar leadtime preceding "commercial viability". The question then becomes, if standardization began tomorrow and completes in 2001, would 1XeV-DO / GPRS (MC-MAP) be capable of being fully commercialized ahead of UMTS UTRA DS. Somehow, this does not really seem probable to me. Either way, we are not looking at revenue near term. It is going to take a very strong European carrier to champion all this. Vodafone immediately comes to mind. - Eric -

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