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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 165.80-0.6%2:10 PM EST
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To: pyslent who wrote (33163)3/5/2003 7:44:42 PM
From: kech  Read Replies (2) of 196663
 
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.

Nextwave does enable the GSM players to get a data solution. But as far as Q is concerned, it opens up all the T-Mobile, Cingular and ATT customers to buy MSM6300 chips from Qualcomm. Not bad! And probably the high end customers to boot, buying expensive smartphones, or as MQ would say, Cyberphones (is there a trademark on this like the Anita@ phone?). But even if this happens, Sprint and Verizon still have more flexibility to use Nextwave than the GSM providers. As soon as a channel gets filled in a region where they have extra capacity, they can build an EVDO network and stop paying Nextwave for that part. They can then rent the capacity for any demand above a channel. This flexibility is not available to the GSM providers who are committed to using EVDO from Nextwave until they build out GSM1X.
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