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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: Ramsey Su who wrote (11116)5/30/2001 12:59:44 PM
From: cfoe  Read Replies (1) of 196722
 
I wonder how well the CEOs of Cingular, AWE and VSTR sleep at night?

Ramsey - I think there are three keys to what happens with GPRS.

First is whether it will actually work in practical terms. Will it exacerbate the SPs' capacity problems?

Second, will users be plagued with dropped calls so as to render it "immobile?"

Third, assuming they get by the first two will they be able to offer popular applications at an affordable price?

I can see GPRS jumping one or two of these challenges, but all three?????
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