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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.01-0.3%Nov 14 9:30 AM EST

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To: Raymond who wrote (77346)5/27/2008 1:39:58 PM
From: slacker711  Read Replies (3) of 196654
 
I guess it's considerable risk that it will not be any CDMA push at all.In that case it will be 2 TD-SCDMA or 2 WCDMA licenses.

I wouldnt rule out anything in China.

I will say this though, if the point of the restructuring is to introduce more competition into the Chinese mobile market, it doesnt make much sense to hobble China Telecom with TD-SCDMA. The combination of TD-SCDMA with Unicom's CDMA network would be a mess. If CDMA2000 is ruled out, I think a 2nd WCDMA license would be more likely than a 2nd TD-SCDMA license....but again, who the hell knows?

Slacker
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