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

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: gdichaz who wrote (11847)	6/20/2001 2:48:24 PM
From: foundation	Read Replies (1) of 197253

W-CDMA will be at best, when and if it ever works, a set of small islands. ---------- Chaz, I expect, still, that Europe to be one of those "islands". <g> However, for me the question is what wCDMA/UMTS will become on its journey to viability.... I think there will be surprises. As Seybold suggests, I think additional Q IP will be integral to the equation. In my view, SK's recent change of wCDMA plans is a profoundly powerful barometer of, and commentary on NTT's wCDMA "progress".... For me, it's safe to assume that NTT's network will still be in "trial stage" purgatory for the World Cup... for if NTT's problems could be resolved in a timely manner, SK would still be building a wCDMA network for the event. It's imperative to recall just how badly Korean carriers ache to participate with Japan in a bid to dominate 3G markets.... which has been assumed to mean dominating wCDMA/UMTS technology and markets... Recall the rhetoric surrounding Korean 3G license auctions... SK's wCDMA plans would not have been dropped without profound deliberation and heartache. I'm surprised that it does not appear to have affected prospects for NTT's investment in SK... This is very hard to piece together. If the popular press ever picks this story up - and connects the dots - it will be humiliating for NTT. How can NTT feel this morning? NTT and SK (and perhaps KT) planned to present the future at the world's biggest sports venue. There would have been no doubt that Asia, with NTT at the helm, led mobile telephony technology. The future will be presented, but it's not the vision that NTT planned.

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