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

QCOM 177.78

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Jan 9 9:30 AM EST

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To: John Carragher who wrote (53101)	7/3/2006 1:39:42 PM
From: voop	Read Replies (1) of 197155

Over the last three years 25 mobile telecoms operators have decided to replace or upgrade their CDMA networks to GSM or its successor known as the Wideband CDMA (WCDMA) system. "We confirm that a number of CDMA operators are facing falling market share and are responding by switching to the GSM family," the GSA industry association of GSM and WCDMA equipment vendors said in a survey of the sector. Semantics, semantics If a GSM operator goes from GSM to WCDMA it's now a victory for GSM??? Of those 25, most are WCDMA upgrades albeit there are a few 2G backwaters in the group. Operators going from GSM to WCDMA can be accounted the 3GSM coalitions as part of their "victory"...but their "victory" will show up on Qualcomm's balance sheets as revenue that was never there before from those operators. "No instances have been identified of a network operator abandoning GSM in favour of CDMA." Lots of operators are doing just that!

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