Qualcomm Moderated Thread - please read rules before posting Message Board

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

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Raymond who wrote (49236)	12/15/2005 5:19:22 PM
From: slacker711	Read Replies (1) of 197248

Everybody here seems to be happy that Nokia is leaving the massmarket for CDMA2000 following Ericsson leaving the infrastructure side.I personally if I had a lot of QCOM stocks would be very worried. Are you worried about Panasonic dropping GSM? Are you worried about NEC backing away from Hutchison in 3G? Personally, I'm not...but you are welcome to be very worried about the health of GSM and 3G ;-). You mention "Verizon, Sprint, Alltel, Leap" .How can you be sure of that none of this companies will change from CDMA2000 to WCDMA?. The fact that they keep dumping capex into their CDMA networks seems like a decent sign. Personally, I thought the following comments from Cingular in 3GPP were far more interesting than those from Siemens. Message 20910702 - UMTS currently has a number of deficiencies when compared with other existing and emerging technologies - For example: - Too much latency - Too little performance in some areas - Spectrum efficiency snip.... - North American market place is very competitive - UMTS Release 5 (HSDPA) falls short in performance when compared to 1x-DO - UMTS Release 6 has defined performance improvements-but competitive pressures require even better performance and more capabilities

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