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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 (3717)	10/15/2000 12:02:49 PM
From: Getch	Read Replies (1) \| Respond to of 197254

Chaz, I agree that, as you said, there seems to be no advantage to W-CDMA, in data or voice. But the question remains, why are the Korean carriers seemingly demanding W-CDMA in the additional spectrum? My thought is that, even if Unicom does roll out CDMA, there will be a very large base of GSM users in China, and throughout the world, that could be roaming partners with a Korean W-CDMA carrier. The possibility is strong that W-CDMA will not ever be implemented as it is now envisioned. But roaming agreements between carriers are going to become increasingly important internationally. For a GSM carrier looking to establish roaming with Korea, there are two scenarios. One is that W-CDMA is implemented, and then a roaming agreement with another W-CDMA carrier is the obvious choice. The second is that even if eventually the standards merge, or dual band technology makes it unimportant, the Korean carrier with a professed loyalty to W-CDMA will be the more appealing candidate.