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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 173.60+0.1%Dec 30 3:59 PM EST

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To: Ramsey Su who wrote (20917)3/29/2002 11:37:42 AM
From: foundation  Read Replies (1) of 197054
 
"..interim GPRS step being a failure.."

==========

I think there is one barometer to watch regarding GPRS:

China Mobile.

Mobile is the only GSM carrier who may speak of GPRS in an honest and candid fashion.

1) Mobile has clearly stated that it "must install many more new base stations to support GPRS".

*** Will Mobile announce funding and contracts for cell splitting 2G networks?

They'd better hurry.

2) Mobile has GPRS upgraded a small percentage of its network.

*** Will Mobile announce funding and contracts to expand GPRS upgrades? Contrary to vendor projections, will China 2/2.5GSM infrastructure contracts grow in 2002?

They'd better hurry.

It's curious that Mobile did not upgrade networks to GPRS wholesale, as was the case for nearly all 3GSM carriers... or perhaps it's not curious at all.

Mobile knows Unicom's 1x timetable and priorities - which were made rather clear this week.

From a strategic standpoint, it would seem mandatory that Mobile respond... immediately.

Mobile appears motivated to wait and watch.

If Mobile does not embrace GPRS as its "bridge to 3G", what happens in Europe will little matter.
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