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

To: w molloy who wrote (6825)	2/24/2000 6:10:00 PM
From: qwave	Read Replies (3) \| Respond to of 13582

What!!!! Come on. China will have both GSM and CDMA. QCOM has said that they are going to be working with communication system providers in China to jump start them. From a political standpoint, you don't break the arm that feeds you. Can you imagine if China lost a trading partner such as the US. China needs us more than we need them. You think their economy is in turmoil now wait until there is a reason for the US to stop trade (Taiwan). GSM cheaper? There have been numerous studies showing that CDMA is less expensive. How many GSM handset providers are there? Fewer than CDMA. CDMA phones are priced no differently than GSM phones. Less CDMA infrastructure required for the same number of users. Do we have to go back to the basics on the issue of system capacity for you. Good network planning is necessary with either system. I am amazed. What a load of crap.

To: w molloy who wrote (6825)	2/24/2000 6:58:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

w molloy: Agree with your last sentence re ARMHY. And thanks for addressing my questions in an earlier post. There is a definitional problem with your "outlook" for the next two years. Qualcomm clearly states that 1XRTT is the first iteration of CDMA 2000 - the first 3rd gen. And 1XRTT will be available this year. That would seem to be within two years, no? You must disagree that 1XRTT is 3rd gen. So are you saying that only WCDMA will be 3rd gen, or that both WCDMA (if it ever gets in the commercial market place at all as any different from CDMA 2000), and 3XRTT will be after two years. Is that what you predict? Certainly agree that there is no chance whatsoever that WCDMA will be installed commercially within 2 years. The call on 3XRTT is more open in timing and might be within 2 years. That would leave the Q's 3rd gen as the only player in the game within that time frame. And of course there is HDR, whatever label you call it, which will roll out early next year, well within 2 years. Best. Chaz

To: w molloy who wrote (6825)	2/24/2000 7:24:00 PM
From: slacker711	Respond to of 13582

In Europe, GSM rules, enhanced with GPRS and WAP. Hmmm....I think the scenario that you lay out all depends on how precious a commodity that bandwidth really is. In Europe GSM operators have done well with GSM, with no apparent capacity constraints...or at least the transition to GSM1800 alleviated any problems. However this was for voice only.....Ironically the more successful that GPRS is (thus proving the demand for data) the more quickly the transition to W-CDMA will take place. Another scenario that could take place....European spectrum auctions will begin in earnest over the next six months. The key for a quick roll-out of 3G services is for companies like One.tel and MCI WorldCom to win licenses. Each of these companies would have a huge incentive to roll-out quickly....they dont have an existing GSM infrastructure to subsidize their investment. These companies would go directly to 3G and would enjoy a competitive advantage due to CDMA's capacity advantages over GPRS/EDGE. An anology in the wired world is what companies like Qwest and Global Crossing did to wired bandwidth prices in the US. Of course the underlying supposition in all of this is that consumers will demand high bandwidth wireless services....if this doesnt happen then GPRS will have a LONG life-span. Slacker