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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: tradeyourstocks who wrote (552)	7/10/2000 3:11:36 AM
From: cfoe	Read Replies (1) \| Respond to of 197563

I think something is up in Europe that has made Nokia and Ericsson very nervous. Besides the possibilities you mention there is also the issue someone raised about the WTO agreements not allowing the banning of competitive technologies. I would wish some smart legal type who knew something about the WTO rules could comment on this. Another possibility is the VOD agreement with ERICY for the new spectrum buildoout. Remember the agreement calls for ERICY including other vendors not already supplying in Europe, or words to that effect. There was speculation then that this could mean an opening for 1X/HDR. If there is any reality to this, ERICY would certainly know about it.

To: tradeyourstocks who wrote (552)	7/10/2000 10:19:08 AM
From: carranza2	Respond to of 197563

Incisive analysis. The reasons for the nervousness may be related to several things. Firstly, the cost of spectrum must have shaken NOK and ERICY. They will not be able to maintain their "bleed the bastards" biz plan, i.e., the costly transition from GSM. This must have made them doubly nervous in view of the time to market advantage the Q enjoys for 3G. Secondly, it is possible that WCDMA trials are not going that well. Thirdly, there is a recalcitrant player, Q, without whose IPR WCDMA cannot go forward without significant litigation risks. Fourthly, it is possible that ETSI is not legally permitted to keep CDMA2000 out of Fortress Europe, and that WTO rules will open it to Q's proprietary technology. All these factors, if true, would make me very nervous if I were in Nokia's and ERICY's shoes. This line of thinking may explain Q's recent PR which warned the unlicensed to sign up now or be ready to pay more later.

To: tradeyourstocks who wrote (552)	7/10/2000 10:56:51 AM
From: Dennis Roth	Read Replies (3) \| Respond to of 197563

>> Why wouldn't a European carrier upgrade/switch their GSM networks to 1X/HDR and compete with its GPRS rivals? << Because member states of the European Union are required by treaty to comply with ETSI. ETSI doesn't allow 1X/HDR overlays in commercial systems. The carriers must operate according to law. A switch to 1X/HDR is not an option open to them. >> We've also heard from Mark Roberts that ETSI may be softening its stance on allowing other "CDMA" technologies. << This was based on a diplomatic note sent to the U.S in the posturing prior to the WRC 2000 meeting in Istanbul. They said they should not would allow other ITU approved standards. They didn't. A compromise was then proposed in which they would open up but with each country guaranteeing that at least one carrier in their country would use the European UMTS standard. That too was shot down. Stop clinging to an old out of date comment by Mark Roberts. Subsequent actions, not words from Europe have extinguished that faint hope.