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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 172.29-2.2%Dec 17 3:59 PM EST
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To: S100 who wrote (99291)5/16/2001 7:36:08 PM
From: gdichaz  Read Replies (1) of 152472
 
S100: Chuckle.

Note this: <<Nevertheless, while it may turn out a close run thing, CDMA2000 is unlikely, in the end to supplant UMTS. UMTS was designed as an evolutionary step from GSM. There are upwards of 500m GSM subscribers worldwide. By comparison, there were only some 80m CDMA subscribers at the end of last year.

The conclusion must be that market forces alone will ensure that UMTS will in time become the 3G world standard. But it will take significantly longer than originally envisaged and the effect of those huge 3G licence payments on the industry will be significant. >>

Whatever happened to the absolute certainly that WCDMA (laughingly called UMTS) would be adopted ipso facto in 80% plus of the world?

Hmmmmmm?

The crumbling of that absurd assumption has begun, crack by crack.

And China is a major crack. India another.

Then in the US there is Nextel

And in Latin America the silence is deafening as to what path Bell South will take, and TDMA more generally.

(Only Western Europe behind its moat is "secure" for GPRS/UMTS, so no CDMA 2000 is possible in current spectrum, i.e. no open market competion possible - in clear violation of the spirit if not the letter of WTO -- BTW where is the US Trade Rep in this????? )

Best.

Chaz
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