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

To: Boplicity who wrote (9206)	4/25/2000 10:37:00 AM
From: waverider	Read Replies (1) \| Respond to of 13582

Fair enough. On another note, anyone want to speculate WHEN AT&T is going to get off the TDMA dinosaur? They can't keep this up forever...can they? <H>

To: Boplicity who wrote (9206)	4/25/2000 11:04:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 13582

Greg: The world is the Q's oyster (except behind Fortress Europa's walls). And the Q has complete flexibility. The only "box" surrounds Nokia and the only path which leads to a dead end is GSM (and TDMA of course). WCDMA (a.k.a. DS) is freestanding - backwardly compatible to nothing. Why should the Q fear that as competition? Clearly the Q does not fear DS but equally clearly having been frozen out by the politicians and bureaucrats from Western Europe, the Q does not sit by idly and accept a Japanese plan for use of the new frequencies for one of the 3rd gen options only. What the Q wants is open competition in that space. The Q is in the process of winning in the current spectrum in Japan (remember there is no GSM in Japan). So there is no question of CDMA 2000 (MC) being there. The only question is whether there will be open competition in the new spectrum. That is a win for Japanese consumers first and foremost. Qualcomm has engaged in this sort of initiative for years. Opening up markets is not new for the Q. That was why the Q was in the infrastructure and handset business early on - just being practical. The move in Japan is just being practical. Those who are puzzled by it or don't see the reason the Q is taking this initiative have short memories of the Q's history in promoting CDMA from ground zero to the most rapidly growing wireless technology in the world. I would suggest that in view of the Q's record, those who think the Q's management knows what it is doing are likely to be more right as this works out than those who are wringing their hands and crying in their beer. Best. Chaz