SI
SI
discoversearch

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 174.76+0.3%Dec 23 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: RalphCramden who wrote (28853)11/13/2002 12:03:32 PM
From: foundation  Read Replies (1) of 197017
 
Dividend or buy back? Guesses on GSM1x?

Screw the dividend. Authorize a buy back, and leave it gather dust. Fund a US do network with carriers, ISPs, MVNOs and NextWave's spectrum.

Regarding the GSM1x trial, the smart money appears to be on Unicom. I think it's MII and Mobile. If for no other reason, Mobile trialing GSM1x would be a powerful bargaining chip with the 3GSM guild and wCDMA. And there is no hurry with a possible wCDMA upgrade - so it's a good strategic use of time. Also, Mobile can cover its bases in the case that wCDMA's prospects continue to languish.

I also recall comments by IJ - I think early this year - to the effect that Unicom was not a GSM1x candidate. I can't fully understand why - with upgrades and continued buildout of its cdma network and resultant capacity - Unicom would see the overlay as best use of funds. The multimode handsets due mid year 03 may provide sufficient integration - without the overlay infrastructure expense. Rudimentary services may be dedicated over time to the legacy GSM network, and used to fill in coverage holes in a fashion similar to AMPS in the US.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News