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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 172.02+0.8%11:12 AM EST

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To: Kayaker who wrote (100319)6/13/2001 9:21:52 AM
From: carranza2  Read Replies (1) of 152472
 
Assuming that Verizon has a favorable roaming deal with Vodafone, its 45% owner (a safe assumption), whether Verizon has a WCDMA network is irrelevant because multi-mode chips will eventually allow roaming between a WCDMA and a CDMA2000 network.

I don't fully understand how one network charges another for a roaming customer. However, I do understand my bills whenever I roam, and it appears to me that the consumer is the one that pays the lion's share of the charges. Except for missed revenue, the amount of which seems not to justify a technology change in favor of an inferior standard, I don't see Vodafone's insistence on Verizon using WCDMA as being motivated by anything except a desire for volume discounts on equipment. I just can't think of another reason.

The importance of keeping the infra cost as low as possible has been recently highlighted by the fact that Vodafone, unlike some of its European competitors, is not going to be a part of any infra-sharing agreement intended to reduce costs. Take a look at this for confirmation:

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