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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 154.12-3.3%3:59 PM EST
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To: Gregg Powers who wrote (8541)2/15/1998 4:31:00 PM
From: Greg B.  Read Replies (2) of 152472
 
With CDMA essentially a standard in North America (assuming positive outcome from Mexico auctions), I'm trying to understand what the GSM Operators around the world should be thinking from a strategic perspective. Have not seen any guidance in the trade press to this point.

It appears that the ETSI W-CMDA standard is a super set, and that not every aspect needs to be implemented to support it. For example, can a greenfield CDMA (modified IS-95) deployment coexist in a TDMA/GSM infrastructure environment? I thought that was one big deal about the GSM overlay demonstration. If this is the case, then GSM operators should stall or reconsider their build-out strategies. A clearly defined migration strategy is needed, especially in light of the discussions of a global standard. Surely, a business customer is concerned whether the phone will work in North America (or does GlobalStar serve this type of customer?)

Meanwhile, in the vacuum that ERICY is exploiting, QCOM must also counter marketplace discussions of ERICY's own version of W-CDMA. If it is to be compatible with North America's IS-95, the GSM operators should be now concerned about whether ERICY plans to infringe on QC patents, leaving the GSM operators dealing with possible liabilities.

IMHO, there has got to be some guidance for the new operators coming on-line in the future. Sure would benefit them (and probably QCOM) if it came sooner rather than later. That might also effectively counter ERICY marketing tactics, and prevent them from selling as much TDMA-based GSM as it can today.

Anyone have any thoughts?
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