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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 172.29-2.2%Dec 17 3:59 PM EST
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To: carranza2 who wrote (12034)6/25/2001 10:23:47 AM
From: foundation  Read Replies (1) of 196981
 
carranza,

"..I have unfortunately seen no GSM carriers take any steps towards switching to Q's proprietary 3G technology... 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.."
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We're very early in this game. And with recent trends regarding wCDMA/UMTS and cdma2000 performance, it's getting earlier in the game every day.

I think the next 9 months will signal how the pendulum swings. With GPRS. With NTT - and with wCDMA/UMTS in general. With cdma2000 1x and 1xevdo networks.

And it may turn out that TDMA carriers that have adopted 3GSM evolution are future 1xMAP customers.... as GPRS fails to perform... if wCDMA/UMTS problems are indeed chronic...

It's getting earlier every day....

And one fact remains - aside from Japan (with NTT free of legacy GSM networks and laborious plans for GPRS and EDGE), successful wCDMA/UMTS technology now will not speed widespread network buildout. Successful wCDMA/UMTS technology now would only assure 3GPP carriers of the viability of protracted 3GSM evolution.
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