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

To: gdichaz who wrote (3714)	10/15/2000 11:04:07 AM
From: Getch	Read Replies (1) \| Respond to of 197253

Korean carriers pursuit of W-CDMA We have spend a lot of time trying to figure out why the Korean carriers are appearing to want W-CDMA for the additional spectrum. One reason could be the carrier profitability of I-mode (for DoCoMo, it has worked). Could this be another. A huge premium was paid for Voicestream in the U.S., the reason was explained as roaming capabilty with the rest of the GSM world. The actual amounts of roaming income generation are unknown, at least by me, but they must be large to justify the premium paid for Voicestream. The Korean carriers must know this also. Korea at this time is all CDMA, and unable to roam beyond other CDMA countries. If the premium paid for Voicestream would also extend to a Korean carrier that installed W-CDMA and could now generate this additional roaming income (and expanded market cap) it would be appealing. I personally feel the reason the decision was delayed was to gain a better understanding of the direction of the Chinese market. I am not an expert in Asia by any means, but I would guess that roaming between Korea and China is big, and getting larger, (more so than Korea-Europe) and that if China does not implement CDMA on a large scale, and does migrate eventually from its large GSM base to W-CDMA, this would be a very large roaming market for a Korean W-CDMA carrier. This, IMO, adds additional weight to the Chinese decision. But even if China Unicom does install CDMA, the large majority (Unicom will start something like 50 - 60 million users behind GSM China Telecom) of Chinese wireless is still going to be on the GSM migration route. My guess is at least one of the three carriers in Korea will install W-CDMA, with the expectation that the additional income generation (and market cap) from roaming will justify the additional installation expense. Fire holes at will...

To: gdichaz who wrote (3714)	10/15/2000 4:37:14 PM
From: Eric L	Read Replies (1) \| Respond to of 197253

Cha2, << Dr J has questioned whether WAP has more than a temporary role in CDMA wireless, since CDMA has always used IP and can connect directly to the internet without intermediary >> GSM can be used to connect directly to internet as well (using a GSM modem or handset as modem). At issue is how Intermet information is displayed in useful (?) fashion on available wireless handsets. << one of the strengths of i mode seems to be that it can be used in lieu of WAP, is there an opportunity for CDMA and i mode to reenforce each other as a means of strengthening the wireless / internet connection? >> It can be used in lieu of WAP, but it will combine with WAP. Yet another two articles on this topic here (different than the China Post article I referenced last week: wirelessweek.com << using i mode rather than WAP with CDMA with its IP built in, might be >> A carrier decision. I think Dr. Jacobs had other alternatives in mind. - Eric -