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

To: JohnG who wrote (2767)	9/5/2000 2:01:43 PM
From: carranza2	Respond to of 197352

All my paranoia is related to a systematic set of efforts to tank Q so it's difficult for me to even think in terms of the rest of the world ganging up on NOK and ERICY. Don't count NOK out. Someone will have to provide 3G cell phones to Europeans. And looks like it might be sooner rather than later. This may finally get NOK to the Q's negotiating table for the requisite IPR.

To: JohnG who wrote (2767)	9/5/2000 2:39:00 PM
From: Keith Feral	Respond to of 197352

I was reading Gregory's Moore's book this weekend how companies fail to evolve with new changes in technology. This discussion was especially relevant to the cognitive denial that NOK and ERICY are expressing in the CDMA market. They don't want to make the changes necessary in order to protect their GSM empire. It is the same sad pattern of denial that doomed MOT for years until they watched the transition from analog to digital wireless. They did not understood that the consumer choices in wireless telecom are contolled by the system operators, not the customers or the equipment vendors. In Europe, NOK & ERICY have competed in a closed system so they do not understand the basic concepts of competition and change within a free market. They think that global roaming is the key to success in wireless, not better technology. In a $100 billion market for 3G services, you had better have the right technology to delver the killer applications. (Hopefully something more complex than a chip that let's you buy a soda from a vending machine.) The WCDMA equipment community does not accept that low data speeds in wireless GPRS and WCDMA systems are doomed to be scrapped. AudioOD, VideoOD, voice recognition, GPS, and other technologies are all available within a high speed data environment offered by CDMA2000. WCDMA cannot match these killer applications. Plain and simple, it's like bringing a knife to a gun fight.