Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Uncle Frank who wrote (113313)	2/14/2002 4:18:46 PM
From: Keith Feral	Read Replies (1) of 152472

Frank, Remember the days of the motorola shuffle. "25 million people in the US have analog cell phones, they don't need digital phones." Analog is a better technology than digital. It is almost as stupid as saying CDMAONE is a better technology than CDMA2000 1xRTT, or CDMA2000 1xEV (Rev A or B? Phase 1 or 2? DO or DV?) It doesn't matter, it's all CDMA inside - just with better speed and capacity. Something funny will happen when all the carriers in the world change technology from GSM to WCDMA - they make an indirect decision for their customers. All GSM/GPRS sales will gradually cease to exist. They will be upgraded to WCDMA phones. In 3 years, the GSM sales pipeline will cease to exist. For the time being, the WCDMA upgrade cycle doesn't have much visibility because the market share for 3G WCDMA is 40,000 FOMA customers in Japan. I will be very excited to see what claims the GSM cabal can make next week in Cannes. One Nordic company was cited making thier first WCDMA IP phone call in a lab last week. I hope they have a whole lot more to share. In reality, the GSM community is waiting for Qualcomm to bail them out.

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