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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 178.29-1.6%Dec 12 9:30 AM EST
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To: engineer who wrote (118641)5/11/2002 8:56:01 AM
From: foundation  Read Replies (1) of 152472
 
engineer ----

It's amusing - and more than a bit ironic - that the pulse of 3GSM evolution in Europe and Asia can be monitored by tracking 2G infrastructure contracts.

As Nokey noted last CC, perhaps the most sobering statistic was that European and Asian 2G infrastructure development was even slower than previously lowered expectations.

Euro carriers know that GPRS data capacity does not exist without substantial infra costs for cell splitting networks. The vendors' promise that sufficient capacity would be supplied from floating "free" timeslots was a mistake at best - and perhaps a contrived deception.

Bur carriers either won't, or can't afford, to follow. They're not spending on 2G infra, or data application development. They haven't progressed in linking GPRS networks for roaming due to "technology mismatches" - whatever the hell that means... One thing they will do is protect voice services.

Now Nokey has the nerve to blame carriers for the lack of GPRS uptake - after screwing them to the wall.

And now they push EDGEfantasies - whose 300% capacity claims are deceptions at best - where voice services would still consume 75-87% (6-7 of 8 timeslots and likely to grow) of ALL AVAILABLE CAPACITY.

2G infra contracts (or the lack thereof) in Europe and Asia is the key metric.

Will carriers find the will and $$$ to follow vendors down yet another yellow brick road? How receptive would carriers' investors, bankers and lenders be to unexpected, substantial investments in 2G systems at a time when they're supposed to be evolving to 3G?

As always, it's a funny world.
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