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

QCOM 166.77

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3:59 PM EST

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To: pcstel who wrote (33135)	3/5/2003 3:59:33 PM
From: Maurice Winn	Read Replies (2) of 196660

<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... > PCS, it does seem very odd to suggest building more of something which is on the way to obsolescence, blocking spectrum which is best used to provide the capacity at a price which people will accept for fast data. There is no problem with getting voice service. There is a big problem getting mobile cyberspace service. If Cingular and the other GSM providers can't fit enough voice into their spectrum, they'll have to overlay with GSM1x. That'll give them all the capacity they can use. They'll even have plenty left over for some data. The economic outcome might be for the GSM providers to go bust, Leap, Verizon, Sprint and co to fill the voice needs and NextWave to do the DO. Cingular and co are has-beens. There's no need to prop them up with more GSM in new spectrum. Mqurice

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