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

QCOM 174.01

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Nov 14 9:30 AM EST

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To: foundation who wrote (33132)	3/5/2003 2:48:56 PM
From: pcstel	Read Replies (3) of 196654

" If they resell EV-DO on NextWave's network they can conserve their own spectrum for voice and slower-speed data and probably handle their current and future voice traffic with spectrum they already have." No, No, No! That's all wrong! Same argument went for Globalstar. Why build the infrastructure into "the sticks" when you can resell services and coverage provided by Globalstar. There are very few applications that require EV-DO speeds. Companies that thought there was gold in the Wireless DSL business are stillborn or out of business. Companies like ComDev and Soma! The largest application for EV-DO is Push to Talk VOIP. In three years PTT services may well eclipse the use of traditional cellular services here in the US. It's not the quantity of data required for a single PTT session. But, more so the quantity of simultaneous PTT sessions that will occur in a given sector. The quantity of these transactions will require Large amounts of data bandwidth in Urban Areas. In Europe, PTT will have to use EDGE to be effectively implemented. Which may take years to reach commercial availability. This provides Qualcomm and EV-DO a unique opportunity to provide European and worldwide GSM Operators a turn key solution via EV-DO for PTT services. PTT is the ultimate 3G application in the near term. The best business decision for Nextwave to follow is to build a homogeneous GSM/GPRS network and wholesale airtime to the likes of Cingular and T-Mobile and even AWE. There is no business case for Nextwave building a EV-DO network for re-sale... PCSTEL

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