Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.39

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1:35 PM EST

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To: qveauriche who wrote (103503)	8/31/2001 3:51:13 PM
From: kech	Read Replies (1) of 152472

If capital is scarce, and the cdma 95 to 1x upgrade is much less expensive than the gsm to w-cdma upgrade which would occur more rapidly? Alternatively, if capital is scarce, and you are an LA TDMA provider, the 1x upgrade is cheaper and less complex than the GSM/GPRS/W-CDMA upgrade. Again this would favor the 1x upgrade. I see your point that the rate of upgrades might slow down in general, and firms might try to keep the GSM/GPRS version longer rather than actually invest in the W-CDMA part because of capital shortage. But it won't slow down the CDMA to 1x upgrade (because of voice efficiency). It might slow down the TDMA to 1x upgrade but should slow down the TDMA to gsm/gprs even more. Becuase in the latter, there is capital cost with no immediate benefit.

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