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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 170.90-1.3%3:59 PM EST
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To: Eric L who wrote (19569)2/26/2002 9:41:17 AM
From: carranza2  Read Replies (2) of 196546
 
As I take it, then, you are of the opinion that GSM1x will go nowhere because the standards are immature and the various groups who would have to issue the standards have to much to do.

First things first. The standards exist, IS 833 and IS 834 have been around for a long time. Do you have any actual idea as to how "immature" in fact they really are? I don't, of course, but wonder why Q would go through the time and expense of developing something such as GSM1x if the efforts would be a waste of time.

Implicit in your opinion is the notion that UMTS will be ready to go from a standards standpoint substantially before IS 833 and IS 834 can be readied for GSM1x. Two problems with this: First, what is this judgment call based on? From what Ben posts, the UMTS march deadline is being hurried, corrections are not being considered, and the usual mess prevails. Presumably the freshening up of IS 833 and IS 834 required for GSM1x will not be as labor intensive as getting UMTS (finally) ready. Most of the work, as I think you will agree, has already been done.

Second problem: UMTS is not going to be subject to an immediate worldwide rollout. This gives GSM1x a fighting chance in many markets for a long time.

Now the "what ifs." What if UMTS is a dud on the par with GPRS? Don't you think that GSM1x's prospects would be quite good should that occur?
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