Qualcomm Moderated Thread - please read rules before posting Message Board

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

QCOM 166.05

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Nov 19 3:59 PM EST

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To: amseybold who wrote (26089)	8/26/2002 6:15:34 PM
From: carranza2	Read Replies (3) of 196694

I look forward to taking part in some of the discussions on this board. Well, then, let's get you started. A few weeks ago, you posted an analysis by DeutscheBank concerning, among other things, its belief that implementation of wCDMA R 6 would require wholesale forklift changes in infra. Anything new on the issue? Do you consider the analysis correct? Assuming that wholesale infra changes will be required to implement R 6, how will the carriers that have adopted wCDMA going to pay for it? Since R 6 seems a fairly important part of the 3GSM bunch's "vision", it seems that daunting infra costs would put a serious crimp on their vision. The DB article you were allowed to quote has not been refuted by anyone. On the other hand, no one has come out and said that it is in fact accurate. Your views therefore would be welcome here.

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