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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.32+2.3%Nov 21 9:30 AM EST

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To: Rajala who wrote (16691)10/17/1998 7:25:00 PM
From: Maurice Winn  Read Replies (1) of 152472
 
Rajala, Think about Australia, which you presumably read the facts about in this thread.

Despite this, you say:

"Quite the contrary, once operator has chosen a system it is very very very difficult to change.

But let's forget this complete rubbish CDMA1 overtaking GSM. Its like claiming that Elvis is alive, earth is flat and holocaust never existed."

Australia had chosen GSM. Now cdmaOne is going to take over. Many places are swapping systems to cdmaOne. So it obviously isn't all that difficult.

Now, New Zealand. Infotech Weekly today says that "Telecom New Zealand would prefer to evolve its network toward CDMA technology, but it is unclear at present as to whether that will be possible and other steps to move to next-generation cellular may be necessary. There has been speculation that Telecom will ditch its digital amps technology in favour of CDMA." Telecom is currently TDMA [a small proportion and analogue]. Bellsouth is GSM.

According to the Infotech Weekly article, an advantage of cdmaOne over GSM is the range. Analogue can cover up to 150km and so can cdmaOne. GSM can't and that was a big concern in Australia.

CDMA is going to take over the world. The question is, how much of it will be cdmaOne and how much cdma2000? You say cdmaOne will never catch GSM. Since cdma2000 is unlikely to be significantly into gear by 2002, it seems that the competition until then will be between cdmaOne and GSM. You seem overly optimistic to think that cdmaOne monthly subscriber sales won't exceed GSM by that late date.

WLL is cheaper than mobile. That is why people are buying it. Argue all you like what it SHOULD be.

Mqurice
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