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

QCOM 165.07

-1.0%

3:59 PM EST

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To: Maurice Winn who wrote (33144)	3/5/2003 7:21:32 PM
From: pyslent	Read Replies (3) of 196667

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. I think its fair to say GSM can hold its own against CDMA 1X on the voice side, if one looks at recent history. And now, Nextwave now plans to arm QCOM's GSM enemies with a competitive state of the art data service. GSM/GPRS with EVDO on roaming agreements with NEXTWAVE will be more than adequate to compete on every level with anything that CDMA operators can offer, especially if Sprint and Verizon end up buying data from Nextwave at the same wholesale prices as ATTWS/Cingular/etc. Then it's just a matter of GSM voice against CDMA voice, a battle that has been fought out to a standstill.

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