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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 170.90

-1.3%

Nov 7 9:30 AM EST

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To: mmeggs who wrote (19930)	12/17/1998 5:42:00 PM
From: Clarksterh	Read Replies (1) of 152472

mmeggs - What, if any, is the advantage to a GSM operator in using W-CDMA rather than cdma2000. (Other than having the same equipment provider as the 2g system) Will cap ex be greater to use cdma2000 relative to W-CDMA? We've already discussed the performance/capacity issues. I doubt there are any significant cost advantages for a GSM operator upgrading to W-CDMA vs CDMA-2000, but their interest is probably more like Ericsson - it is more about seeing their competitors saddled with the same costs. The worst possible outcome for them is a unified CDMA standard that is backwards compatible to CDMAOne. The best is a single standard which is not backwards compatible to CDMAOne, and intermediate is two standards with the backwards compatible one being locked out of Europe and therefore without the benefits of scale. Clark

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