Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: Rajala who wrote (106564)	10/9/2001 2:29:42 PM
From: Keith Feral	Read Replies (1) of 152472

The WCDMA threat to CDMA2000 is that it might take longer than anticipated. Not much of a defense!! CDMA2000 can be introduced in the GPRS - WCDMA food chain to increase capacity, software (tunes, media, gps, video, et...), and speed. Speed is the killer app for 3G that makes all the compression software available on QCOM's MSM 6000 CDMA2000/GPRS/WCDMA chips so appealing. Given the combination of US software dominance and Asia's dominance of multimedia applications, I can't figure out what is left for Europe to develop. CDMA2000 is not just a speed and capacity enabler - it is a total software package. Threatening to delay UMTS to 2010 is not much of a reality. DoCoMo, Vodaphone, DeutchTelecom and others will be castrated if they don't do something with the spectrum they paid for last year. As the technology roadmaps for 2002 are laid out in the next few weeks, it will be interesting to see how the market divides itself.

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