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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Ruffian who wrote (86215)	11/4/2000 11:40:35 AM
From: dwight martin	Read Replies (1) \| Respond to of 152472

Ruff, did you write that article?

To: Ruffian who wrote (86215)	11/4/2000 11:56:56 AM
From: samim anbarcioglu	Respond to of 152472

Ruffian, can you please give the link best sa

To: Ruffian who wrote (86215)	11/4/2000 12:02:37 PM
From: carranza2	Respond to of 152472

Hey, Ruff, my rumor can beat your rumor.....I hope. To: Ruffian who wrote (86125) From: Cooters Friday, Nov 3, 2000 4:43 PM ET Reply # of 86223 <<4) We have confirmed that several TDMA and iDEN carriers are looking at implementing CDMA2000 1x instead of previously announced migrations to EDGE or W-CDMA. This is not contemplated in our estimates or valuation models. >> Did he use the 'confirmed' word? Cooters

To: Ruffian who wrote (86215)	11/4/2000 12:13:42 PM
From: carranza2	Read Replies (1) \| Respond to of 152472

What an incredibly shallow article Seybold wrote. 1.- AWE had already decided to go via EDGE, so logically it seems that the market never had a switch to GSM factored into Q's price. If anything, a move to WCDMA should move Q up slightly not down. 2.- A move to GSM by AWE would confirm to anyone who has a marginal knowledge of the wireless 3G choices that AWE is just as clueless as its imbecilic parent, who has managed to flush one of the greatest franchises in history down the crapper. 3.- If AWE and T don't see the opportunity to move into CDMA as giving them a chance to be in the lead in 3G in the US instead of sucking up Sprint's and Verizon's dust, and to finally end the suicidal way T's been doing business in the last 3 or 4 years, then ....God help 'em. They deserve to get creamed.

To: Ruffian who wrote (86215)	11/4/2000 3:16:03 PM
From: Boplicity	Read Replies (2) \| Respond to of 152472

Now why should QCOM take a hit on this? WCDMA equals rev. for QCOM where as edge does not. Greg

To: Ruffian who wrote (86215)	11/4/2000 3:19:13 PM
From: Boplicity	Read Replies (1) \| Respond to of 152472

re: Qualcomm’s stock would take a hit for a few months, but hopefully Wall Street would come to understand that the 3G end game is CDMA. The folks at Qualcomm will still be smiling. They might miss out on royalty revenue in the short term, but Qualcomm will emerge a winner. What they never had any royalty rev. from T anyhow. Correct me if I'm wrong. Greg

To: Ruffian who wrote (86215)	11/4/2000 6:09:50 PM
From: foundation	Read Replies (1) \| Respond to of 152472

The Wireless Roadmap: AT&T Wireless "We believe that AT&T Wireless will announce a move to GSM for its U.S. network in the near future...GSM offers several advantages in that it would enable AT&T to deploy GPRS packet-data services at speeds of between 9.6 and 38.8 Kbps..." ---------- Let me get my arms around this - AWE will opt to install a nationwide GSM network, then upgrade it to GPRS - in order to offer customers packet data at 20 kbs? ) At what cost, and how will they pay? Will NTT pay for a GSM network? By the way - NTT has started talking about forming "alliances" instead of buying pieces* of Operators in order to expand wCDMA. Is their purse getting lighter? Will they spend on themselves in order to resolve capacity problems exacerbated by dismal wCDMA projections? ) In what spectrum will they build this new network? AWE is presently spectrum constrained. ) In what time frame? How long will it take to build a nationwide network - 2 years - 3?? (Perhaps GPRS handsets will be functional by then!) ) By the time the GSM network is functioning, will there be an immediate need to upgrade to wCDMA to stay abreast and competitive with even* other GSM/wCDMA operators, not to mention CDMA operators like Sprint already upgraded to 1x EV-DV and literally spewing data at 5mbs? (See Slacker's concise PCS CC review - post 86242.) ) How will AWE's bankers, and their bankers' regulators respond? How will a cost benefit analysis of the proposed GSM network, obsolete the day it's finished, be rationalized - in light of the fact that, with the exception of the GSM map, the network will require demolition prior to upgrading to wCDMA, which proponents presently project to be in service by the time the hypothetical GSM network would be completed? All in order for AWE to offer packet data at 20kbs?* IMO, a much likelier course of action for this damaged enterprise is simply to announce that they will evolve (which, of course, is inaccurate) to wCDMA - and provide the same overly optimistic, deceptive timetables for implementation as the rest of the wCDMA crowd wield with reckless abandon. And, of course, take whatever money NTT will regurgitate... ben