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

To: engineer who wrote (61397)	1/11/2000 2:34:00 AM
From: DOUG H	Read Replies (1) \| Respond to of 152472

How does this affect options strategy? To: steven malsin (4996 ) From: John Biddle Tuesday, Jan 11 2000 1:53AM ET Reply # of 5020 Hey, sportsfans, a projectile of some weight in the telecom space (no, not a falling I* bird) is about to be launched tomorrow morning, with potential far-reaching impact on the Q, be it negative or positive, and I can't even drum up any interest in this potential near-term significant development. Lord knows our threads are not averse to speculation, as the Holy War afforded endless battles, scars, Hagfish progeny, insults to our leader and physics-defying proclamations to tickle our fancy, titillate our sense of destiny and stoke our fires of righteous indignation. OK, I'll go way out on a limb and take a shot at it. They said they were going to announce their strategy for a single global internet platform and that This strategy builds on the extensive experience already in place within the Group and has been under development for some time. What do we know: 1. VOD has been buying up CDMA carriers in USA and GSM in Europe. 2. In Europe they had no choice, but in US they could easily have bought GSM based carriers but bought CDMA based instead. 3. VOD conducted trials of CDMA overlay in England which were successful. 4. Some variant of CDMA is the future for 3rd generation. 5. Neither GPRS nor EDGE would run on Bell Atlantic's, Airtouch's or GTE's CDMA networks. 6. GSM infrastructure manufacturers face stiff hurdles getting decent data rated out of GPRS. 7. Far east countries, Japan, Korea are pushing IS95-B data now and want to lead the world in 3G implementation. 8. European companies do not want to be seen taking a back seat to anyone on wireless. 9. W-CDMA will cost the same as CDMA2000 royaltywise. 10. CDMA2000 is technically superior to W-CDMA, and is much further ahead on the standards front. I believe VOD will commit to CDMA2000.