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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: DaveMG who wrote (28335)4/26/1999 9:28:00 AM
From: Mika Kukkanen  Read Replies (2) of 152472
 
DMG: Yep, EDGE is actually 3G capable and it is argued that GSM operators will migrate to it...and this will provide the initial global roaming.

Some manufacturers (guess who!) were promoting NA TDMA to migrate to EDGE then to WCDMA, but when it was tabled in T1P1 (?) it was never pushed or approved and that left the migration ending with EDGE/IS-136 HS.

As far as I know, most of the extra performance is to do with the radio interface and a way to increase capacity (not just bandwidth, but also consumer capacity). Having said that, to get the most out of it (capacity) will also mean capacity (subscriber) constraints (a real conundrum).

As for WCDMA and Qcom, it is everyone's opinion(I believe) that the deal with Ericsson includes royalties from WCDMA...so you guys win no matter who or what flavor of CDMA is supplied.
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