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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (3517)	11/23/1999 8:48:00 PM
From: DaveMG	Read Replies (1) \| Respond to of 13582

Not so quick there.. That is, the "easy/evolutionary upgrade path" has to be weighed against current and future costs vs. easy path of doing nothing now to change legacy GSM base. Not so different from T's dilemma What are the subscriber numbers in China, aren't they still around or under 30 mil? The amount of infrastructure which still needs to be deployed dwarfs what already exists on the ground so a comparison with T doesn't really work IMO, and legacy base doesn't either. What GSM does have though is momentum, established relationships, etc.. Also take a look at Andrew Seybold's article on 1XRTT and HDR at wirelessroadmap.com These evolutionary issues are "not negligeable" as A Greenspeak would say.. The combination of 1X and HDR technologies appear to provide all of the technology capabilities and efficiencies of the ultimate 3G standards. Since both of these technologies are considered to be minor upgrades to existing cdmaOne systems, Qualcomm is providing CDMA operators with 3G capabilities at a fraction of the cost compared to what a GSM or TDMA operator will need to spend on upgrading to 3G (called wideband CDMA or W-CDMA by those operators). This combination of 1X and HDR also beats 3G to market by at least two years?probably three to five years Dave