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

QCOM 174.80

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Dec 5 3:59 PM EST

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To: John Biddle who wrote (32675)	2/20/2003 10:59:24 AM
From: foundation	Read Replies (1) of 196843

re: Telecom Makers Moving EDGE Technology ========== There are interesting, though no doubt unwelcome, repercussions to this high-stakes gambit by 3GSM vendors to fill the wCDMA void that they indeed created... They're trying to straddle a sharp fence, suggesting that wCDMA is "here and economically viable" - yet there's plenty of time for an interim upgrade - that for Europe will necessitate new hardware for legacy networks. And while wCDMA is "here and economically viable", it's really only so in primary urban areas (where, coincidentally, carriers must install infrastructure to meet minimum license requirements)... leaving carriers to wonder what to do with the rest of their expensive wCDMA-dedicated spectrum. And while Europe may swallow hard and bear the contradictions... China is watching... China is watching the 3GSM vendors - who tell them that wCDMA is "here and economically viable" - push yet another GSM upgrade... as Euro carriers delay commercial 3G launches. And ironically, they're pushing an upgrade that analysts label behind wCDMA in development. China Telecom and Netcom watch all of this as they select technology for imminent 3G licenses. China Mobile can only be stunned. This pig in the poke - this handset hidden in the pocket - is not the one that they were promised.

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