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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 160.44

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10:02 AM EST

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To: carranza2 who wrote (97809)	4/21/2001 8:04:14 PM
From: Rajala	Read Replies (1) of 152472

>He was right about one thing, though, I can't think of >single GSM operator that has decided to go with CDMA2000 >for 3G. Well, looks like he was right about more than one thing. Sure, no GSM operator will ever switch to CDMA2000, and why should they indeed. CDMA2000 is merely a 2.5 G technology as is GPRS which is what pretty much everyone has already bought. >>It should be obvious by now that China will never get >>a comprehensive IS-95 coverage. It would take four >>years for CDMA operators to match the current GSM >>coverage. He was right about this China thingie also. Its nothing but lots of talk. Every single month of every single year talk talk about the big one in China. In that sense this thread reminds me of a looney cult predicting the end of the world every month. I hope this does not end up with a massive suicide pact. Although after following this thread all these years even that would not surprise me. Lets think critically for a moment: who would like to be behind the financing of a gargantuan off-standard 2G network in China? Q is out of the picture for starters. With the rock bottom priced licensing fees they have agreed to, it wouldn´t make a splash if they would throw in all the expected revenues, double it and throw in a new set of Michelins and engineer´s hat. Unicom? If they did not manage to scrape the dough for a national coverage for their GSM, for which system they have 10M+ customers, how and why they would pull out of the hat the billions to another 2G system? - rajala "next month we are going to see big orders from China"

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