Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.13

+1.1%

Nov 26 3:59 PM EST

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To: Mika Kukkanen who wrote (28331)	4/26/1999 8:22:00 AM
From: DaveMG	Read Replies (3) of 152472

Mika, Recent TDMA meeting in Miami also mentioned EDGE Compact, I had previously called it EDGE Lite, for operators in the 800MHz band. The solution would provide up to 200 and something plus kbps...how much do you need anyway Will this solution alleviate the capacity constraints that ATT already faces or exaggerate the problem? From Biz Week: “AT&T argues that there's little point to the expense. It says it plans to be one of the first U.S. companies to deploy 3G technology. It plans on rolling out the equipment in 2001 with broad availability by 2002. ''We don't want to be distracted doing an interim solution that will become obsolete when we go to 3G,'' says Kendra VanderMeulen, “ Isn't there going to be a 3G TDMA standard? Is EDGE it? I obviously have no clue as to what ATT will do although it's clear that they face essentially no capital constraints whatsoever. They seem to be able to float whatever they want. It's my suspicion that we're looking at a 3G WCDMA axis of NTT, ETSI and ATT. This axis would provide global roaming in all the biggest markets. Sure there will be multimodal handsets but for many they won't be necessary. Dr Jacobs and QCOM evidently decided as long as it's CDMA it's good for Q. Is it the opinion of the thread that even if WCDMA takes over as the worldwide standard that Q and shareholders will just ride off into the sunset, pockets jangling with cash, regardless of how the nasty real world equipment/handset mktshare fight evolves? DMG

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