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

QCOM 173.96

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Nov 11 3:59 PM EST

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To: foundation who wrote (26544)	9/7/2002 1:31:06 AM
From: q1000	Read Replies (2) of 196612

Sprint; China - More Comments and Speculation A BREWless Sprint I have had a Sprint cellphone for several years despite irritating dead spots (e.g. upper deck of the Bay Bridge west of Yerba Buena and on the top of Fell Street in S.F.). The homogenous Sprint CDMA system appealed to me intellectually and I planned to upgrade my Kyocera 2255 (1x voice) to a high-end PDA with keyboard, color and gpsOne. Now I am rethinking my upgrade path and may switch to Verizon in a couple of months when they presumably will expand their offers of color 1x devices. Why? I think Sprint has made two major mistakes in failing to adopt BREW and in failing to pursue 1xEV-DO. I have disliked my experience with JAVA on the PC (it always seems to hang) and detest having to deal with PC problems and with slow programs. If each program has to be specially designed for each screen and each carrier, two things will happen. First, programs written in JAVA will be slower to be approved by Sprint. Second, there will be JAVA crashes. On the first point, Thornley suggested that Sprint was already having problems – “it just takes longer to do it that way” – since modifications of the software had to be made for each phone. Thornley also said that applications run slower on Sprint’s JAVA than on Verizon’s BREW platform. Maybe the problems will become apparent to Sprint quickly and it will switch and adopt BREW. Thornley’s comments in the Cowen conference on 1xEV-DV, which Sprint has said it finds more attractive that 1xEV-D0, seem telling. I expect that Verizon may offer 1xEV-D0 in large cities next year whereas Thornley does not see 1xEV-DV until 2005. At that time, if I understand Thornley correctly, 1xEV-DV would not offer me any more data speed than I would have 2 years sooner with 1xEV-DO if I switch to Verizon and would offer the same voice quality. Moreover, I would expect Qualcomm to make major improvements in 1xEV-DO by 2005. China In the Cowen call, Thornley said (although it was a bit difficult to hear) “our intelligence says they [China Unicom] are adding something like 30,000 subscribers a day.” Even if that only happens 5 days a week, at that rate Unicom could add about 2.5 million subs by the end of the year, giving them about 5 million subscribers. Since the market has in the past seemed skeptical of Qualcomm’s 3-4 million Unicom subscriber figure, this should get people excited. Thornley also emphasized China in his comments about the December quarter being better than one would normally expected after the Christmas-selling-influenced September quarter for chipset sales. Thornley also said that Qualcomm had seen good signs that “the new operators that will come into the China market * * * will be using CDMA technology.”

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