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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%3:59 PM EST

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To: Maurice Winn who wrote (14158)8/22/2001 5:54:46 AM
From: pvmouse  Read Replies (1) of 197243
 
Cracking the Euro fortress involves passing three obstacles. The first is technical. CDMA overlays in GSM land is possible and now being pushed by CDG and Q. The second is executing the divide and conquer strategy. If ERICY breaks and runs to CDMA2000 in Europe then the rest will fall like dominoes. I believe the first two obstacles have been or very soon will be overcome.

The third obstacle (the hardest) is legal/political. CDMA2000 must still be approved for the IMT2000 spectrum before it will be widely deployed in Europe. I imagine NOK will be able to keep the barbarians at the gates a while longer as long as they hold this key advantage. Any opinion on what's involved in changing the law here?

PVmouse
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