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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.18+1.1%3:59 PM EST
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To: foundation who wrote (11999)6/25/2001 10:04:29 AM
From: carranza2  Read Replies (3) of 196986
 
It's important to remember that we're all on the same side here, though perhaps we disagree as to whether Q's fortunes are more closely tied to royalties from UMTS or from implementation of CDMA2000.

I have unfortunately seen no GSM carriers take any steps towards switching to Q's proprietary 3G technology. At the same time, I've seen them sign lots of UMTS contracts. It appears that the UMTS migration path is one which is being overwhelmingly adopted by GSM carriers. This is where your thesis breaks down. There are lots of non-European GSM carriers, none of which so far have gone our way.

I also can't recall any TDMA carriers adopting the CDMA2000 migration path, though the jury is clearly still out on that point.

Hope you are right and I'm wrong.
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