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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.29-1.6%Dec 12 9:30 AM EST
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To: Caxton Rhodes who wrote (12044)6/25/2001 11:25:22 AM
From: limtex  Read Replies (1) of 196958
 
CR - Actually I think there is a rational explanation as to why mobile telephony took off in Europe as opposed to the US. The answer is this:-

Years ago it was difficult to get a fixed line phone in Europe and thee were not many payphones in the cities and around as you find in the US. Consequently the idea of being able to walk into a store and buy a phone with service in less than two minutes is relieving a huge demand.

In the US on the other hand payphones were in abundance and getting a fixed line phone was much easier than in Europe. So the initial demand just wasn't there and it is also now far more difficult to get a mobile phone in the US than it is in Europe. Total reverse of the position.

But cdma2000 is not only or even mainly about voice it is about data and the demand for data in the US is far greater than it is Europe at least in the first instance. This is because the US is the heart of the technology world and as Europe falls further behind, its populations need for mobile data service will increasingly lag that of the US.

As the US population's sophistication increases its mobile data needs will expand exponentially.

Best regards,

L
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