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

To: gdichaz who wrote (6237)	2/4/2000 1:44:00 PM
From: Eric L	Read Replies (2) \| Respond to of 13582

Chaz, << Suggest that GSM is still a closed group - Eurocentric is putting it mildly >> Perry did not advance the cause this week, to put it mildly. For the short term his presence in Asia was very important to us Q investors. It is unfortunate that Terry Yen was unable to attend due to family issues. << HDR will be available and could be used on both bases ... HDR is in effect the Q's ace in the hole. Major thanks go to Viterbi >> I agree on both counts. << EDGE is a lesser certainly. Eric L can speak much better >> Not watching this too closely. A little early. All I hear is that UWC and 'T' fully committed to it. << But I can see some GSMers (outside Europe of course where such independent thinking and actions are not even in the mindspace) skipping EDGE and moving to HDR or HDR and IXRTT combined >> Many Major GSMers who operate outside Europe are headquarered in Europe or the US. Elsewhere in the world, seems like a few (particularly in Asia and Latin America - from TDMA) will gives serious thought to an upgrade path using 1XRTT and/or HDR. Unlikely that Bell South, SBC, TIM, et al will do so. << In Australia the movement to CDMA is going ahead (despite Outback heads in the sand) >> AMPS lives in the Outback <g> << In Latin America, especially where it matters most - Brazil and Mexico - CDMA is coming up very fast on the outside on those racetracks. >> Giving TDMA a race for sure. GSM last in this one. << In the US, now that VOD has won its German battle, the Bell Atlantic /VOD (with GTE) nationwide net should roll (whenever the FCC and other bureaucrats permit - still sitting on their hands in this as in "caller pays" >> VOD will roll. Good promise for CDMA. << And there is China >> CHINA! BTW: Did you read the full text of the .pdf file Scott Zion linked last evening? Great link. Interesting stuff. Controversial. Best also. - Eric -