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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Robert who wrote (34283)	7/9/1999 8:04:00 AM
From: kech	Respond to of 152472

Robert -- They are also fully committed (at this time) to upgrading their network to EDGE Compact (85% IMT-2000 compliant). It is T's belief that EDGE is sufficient for Wireless data in the US. Maybe T is going to stick with Edge but I still love to see the Q's technology push them against the wall, make'em hurt, and put them at a competitive disadvantage to the likes of Sprint PCS, Airtouch and other CDMA service providers. Just as I like to see DDI/DDO make NTT reconsider their decisions. Maybe T has made its bed and has to lie in it, i.e. it won't switch to CDMA, but clearly it is having trouble meeting the capacity. If they had switched to CDMA, they wouldn't be as vulnerable on capacity expansion. Maybe they can do as well as Edge in the long run, and this is just a short term capacity problem, but it sure seems like they are not adding capacity in advance of expected this needs. This might be because even the EDGE solution is relatively expensive (compared to CDMA). I don't know about EDGE and maybe it just isn't ready yet, but so far this decision doesn't seem to be helping T much. You sound like you know about it -- any idea about when EDGE will solve the T capacity problem? Tom