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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 176.67

+1.6%

Nov 12 3:59 PM EST

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To: foundation who wrote (11674)	6/14/2001 9:50:42 PM
From: grinder965	Read Replies (2) of 196628

Surprise! Surprise! Things don't look good for getting a spark on the gsm side anytime soon. Gprs is sounding like it's going to be a big dud! Q and all cdma operators need to put the peddle-to-the-metal and sieize the opportunity that has been laid before them. I don't think even Q believed that the gsm camp could be this inept and present the opportunity to achieve total victory. Q needs to, again, adapt it's strategy here, and get even more aggressive. Even though the Vod/Vz thing has no real impact to Vz's ops for at least several years, it does change peoples perception. Vod is almost every bit as much of a threat to the Q as is Nok imo. Vodaphone now has a presence in almost every key spot on the globe. Gent is indeed achieving his vision (even if the stock price is not <gg>) -.problem is he may have backed the wrong technology <LOL>. As we know DoCoMo is also influential and will play a big part in the way things play out, but they don't have as much to lose if things don't play out the way the gsm crowd would like. Maybe the gsm camp feels that most of the L.A. migration decisions will go against them or maybe someone in Euroland is getting ready to bolt. On the cdma side of the ledger we have a white paper that makes a good case for tdma/cdma conversions, and we are starting to see the infra vendors more aggressively market the cdma solution. Bottom-line - cdma camp is executing, gsm/gprs/edge/umts is not. Cdma's time-to-market advantage increases.....will it be enough to counter those which just happen to currently have the "lion's share" of the market?........Stay tuned!

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