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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 170.90

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Nov 7 9:30 AM EST

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To: foundation who wrote (25408)	8/9/2002 5:10:59 PM
From: foundation	Read Replies (1) of 196549

from Unstrung's German 3G Takes Another Hit: ========== Richard Windsor, a communications equipment analyst at Nomura in the U.K., says in a research note that Vodafone’s delay until 2003 confirms “what some of us have long feared -- the data revolution is going to be launched much later than everyone expected and will take much longer to take off.” Remarkably, here is the GPRS legacy: The already engrained perception that there is little or no market for mobile data in Europe. Carriers have been timid to market or promote GPRS data services due to inherent capacity constraints. Carriers correctly perceive that they must protect core voice services. All hopes now appear in one basket - somewhat expensive, low resolution pictures sent on the fly. But Vodafone only sees 1 mln (apparently Japanese) picture phone sales in all of Europe by March. Message 17831708 Pretty thin gruel. One trick pony. In light of capacity constraints, are grainy photos the zenith of GPRS data service capability? ========== Japan’s J-Phone Co. Ltd. was always slated to be the first Vodafone property to launch a commercial W-CDMA network, but its summer launch was recently pushed back until the end of the year, with J-Phone president Darryl Green explaining, "we must do it right because it will have an impact on synergies in the whole group." For wCDMA, the importance of the JPhone launch increases with every carrier delay and disappointment. JPhone represents 3GSM's best hope at fielding a viable network... period. But JPhone presents an interesting dilemma for Europe's traditional vendors, as any signs of JPhone success would constitute a threat. As the Unstrung article notes, Vodafone Germany violated the traditional bond of silence between carrier and vendor by publicly criticizing Motorola's and Nokia's core competence. It should be noted, however, that vendors have recently made a habit of blaming carriers for ill-prepared networks - ironically designed and constructed by the very same vendors - as the reason for not manufacturing next-generation handsets, that we now learn are all fucked up anyway... If JPhone seriously advances prospects for wCDMA, Europe's carriers may well rely on a new generation of vendors.

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