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

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To: Jim Mullens who wrote (30990)	1/10/2003 11:02:12 AM
From: gdichaz	Read Replies (1) of 197145

Jim: Let's look at what we know (or think we do <gg>), and then see what the future may hold. China Unicom is building out and upgrading from CDMA One, to 1x by March and then seems to be going to 1x EVDO as soon as possible and practical thereafter. These are the "phases". And 1x EVDO is phase three. The capacity numbers are secondary to the upgrade to 1x EVDO which will put China Unicom second only to the Koreans and probably ahead of (or at least in a close tie with) KDDI in Japan which plans its 1x EVDO introduction in October of this year. Sadly all are way ahead on any carrier in the US, with Verizon sitting on its hands re: 1x EVDO despite "successful" trials, and Sprint contemplating its navel (or other distractions) and either not planning to use either BREW or 1x EVDO - at least as far as "public" statments to date indicate - or just waiting before making any decision on either. What its actual plans are no one outside (or perhaps even inside <g>) Sprint knows. (Also Sprint seems to be testing 1xEVDO as a data only delivery system under the parent company, not Sprint PCS.) The absurdity of both the Verizon and Sprint positions leap to the eye, but sadly we have no alternative but to wait and wait and wait for what even a trained chimpanzee would know is a slam dunk winner here (1x EVDO) - given the savings to the carrier and the benefits to the customer. Ah, well. Perhaps by a year or two, some carrier (read NextWave if the Supreme Court permits and the FCC gets out of its dog in the manger position) will permit us access to 1x EVDO within a couple of years of its widespread adoption in Korea, China and Japan respectively. I, for one, am waiting. Best. Chaz

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