Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 161.39

-1.9%

Jan 15 3:59 PM EST

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To: Mika Kukkanen who wrote (98509)	4/30/2001 8:44:04 AM
From: Lipko	Read Replies (3) of 152472

Mika - it's the food chain and we all know it. Whether you are partial to Qcom or NOK, we all understand NOK's game. And they will finance the buildouts to feed on that chain. I want to see a chart in BIG, BOLD LETTERS from the Q people to the operators: TO GET FROM GSM TO WCDMA YOU WILL HAVE TO INSTALL NEW EQUIPMENT AND NEW BASE STATIONS. YOUR CUSTOMERS WILL HAVE TO BUY A NEW PHONE FOR GPRS; YOU WILL HAVE TO INSTALL NEW EQUIPMENT AND BASE STATIONS FOR EDGE IF YOU'RE FOOLISH ENOUGH TO GO THERE AND YOUR CUSTOMERS WILL HAVE TO BUY A NEW PHONE. YOU WILL HAVE TO AGAIN INSTALL NEW EQUIPMENT AND BASE STATIONS FOR WCDMA. YOUR CUSTOMERS WILL HAVE TO BUY NEW PHONES. WHO DO YOU THINK WANTS TO SELL ALL THAT TO YOU. Boy, the landfills will overflow with phones. HOWEVER, TO GO FROM CDMA TO 1X, THEN TO 1XEV AND EVDO AND BEYOND YOU WILL HAVE TO INSTALL NEW CHIPS IN YOUR EXISTING BASE STATIONS AND THE MOST YOUR CUSTOMERS MAY HAVE TO DO IS INSTALL A NEW CHIP IN THEIR PHONES, BUT MOST WILL BE FORWARDS AND BACKWARDS COMPATIBLE ONCE YOU GET TO 1X. AND ITS CHEAP. FOOD CHAIN, MIKA; THAT'S WHAT IT'S ALL ABOUT AND YOU KNOW IT. John

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