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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 173.20-3.3%Nov 6 3:59 PM EST

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To: Perry LaForge who wrote (20061)12/18/1998 11:14:00 PM
From: Maurice Winn  Read Replies (2) of 152472
 
Well, well, well, look who popped up. Thanks for the background information Perry. [Looks like a dinkum post - nothing in it to suggest a fake, can't be too careful you know.]

At some stage, the "let's delay" strategy will reach a cusp and flip over to, "Okay, we give in, let's have a deal. Full steam ahead on W3G." Having given a little ground and with the array of operators calling "Uncle", it seems that there is immediacy.

Presumably things can move a lot more quickly once there is a common direction. Ericy, Nokia, GSM NA must be not far from that cusp about now. Delay has to benefit them for them to continue with it. As soon as they no longer benefit, they'll want all speed on W3G [the fig leaf version of cdma2000].

I today, [I wouldn't have believed this a couple of days ago] bought 3 Alcatel GSM handsets, prepay minutes, no contract. No doubt GSM is enjoying huge sales for similar reasons that I bought these. Lack of choice and I just couldn't go on waiting for cdmaOne to arrive in NZ. But these handsets are only going to be used until cdmaOne does arrive and serious competition arrives with it.

Our minute price is NZ50c off-peak = US28c
and NZ$2 peak = US$1 per minute.

What a rip-off. And they think they are offering a bargain.

My point is there is going to be an avalanche away from GSM around the world, despite Tero's precious Nokia making great little handsets. The avalanche will be similar to the abandonment of analog.

The fun has begun. But not here yet!

Thanks again for the comments Perry.

Mqurice
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