Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

QCOM 174.69

0.0%

Dec 24 12:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: propitious7 who wrote (28843)	11/13/2002 9:40:44 AM
From: kech	Read Replies (1) of 197030

Propitious - I agree that China Mobile probably has the most to gain relative to Unicom but it also may be more politically difficult for China Mobile to appear to be giving up on WCDMA before the 3G announcements have been made. MII seems to want to hang on to the possibility of pitting the rivals against each other. With respect to Unicom, I think they still benefit from GSM1X because 80-90% of their network is still GSM so they preserve that investment. It also allows them to use the investment in GSM as a legacy roaming network for the CDMA users much as Verizon hangs on to analog in US. Mobile would be nice but I am betting on Unicom. The problem with VOD is both political (like Mobile) and technical. So would say Unicom, Mobile and VOD in that order of probability for GSM1X.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next