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

QCOM 175.25

+0.6%

Dec 19 3:59 PM EST

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To: John Carragher who wrote (53073)	7/2/2006 7:32:38 PM
From: Art Bechhoefer	Read Replies (1) of 197011

It does look like india is throwing qcom out, will china be next? It looks to me like Nokia is now trying to get a big campaign going to entice service providers in places like India to adopt the GSm-GPRS-EDGE upgrade rather than WCDMA on the notion that the modest increase in speed one gets with GPRS or EDGE would be good enough for a country like India. The job that QCOM has is to convince the Indian government that for a country as populous as India, this GSM based policy makes no sense whatsoever. Given the large population of India, they will run out of spectrum the moment there is a demand for wireless data communications more complex than text messaging. Then the GSM group will have no choice but to upgrade to WCDMA, which, as everyone knows by now, is more expensive to operate. The earlier comment that there must be another service provider that would like to continue or expand on the wireless local loop service that Reliance started is probably right on target, and it suggests that Reliance is simply putting up a big poker bluff. In the end, operating cost and speed do count. Art

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