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

To: slacker711 who wrote (4304)	11/4/2000 2:34:26 PM
From: foundation	Respond to of 197011

Is there reason to expect that Tachikawa's October 28th confession of dramatically diminished expectations will be the last? Or was it the beginning of a series of publicized backtracks, delays and disappointments? Certainly, none of us know - but time will tell. For now, however, regarding wCDMA, NTT has lost credibility in the eyes of all but its most ardent admirers. Which is the least of NTT's concerns - in light of the irrevocable fact that NTT is running out of capacity - and NTT's vaunted wCDMA capacity solution will only add, by NTT's own projections, 150K subscribers by 2003. Recall, a primary reason for NTT to build 3G so soon was to address their capacity problems....yet another diminished expectation. This is the elephant in NTT's boardroom. Is there anyone out there that would care to speculate how NTT will address this thorny issue? Without additional capacity now, NTT's future 3G flavor is barely relevant. Without a solution, by 2003, NTT will be a shadow of its present self. ben ----------- also, regarding Gilder and wCDMA: by qveauriche, Sunday, Oct 22, 2000 Back from a weekend conference in Sarasota where Andrew Seybold predicted that, within a few weeks, AWE would announce that it was scrapping its TDMA network in favor of GSM. This would mean the death of EDGE, and in Seybold's opinion, would also cause DT to walk away from Voicestream, which in turn would be snapped up by Cingular. When I asked him about Cingular, he said that he thought the prospects were good that Cingular would convert its combined network (SBC, BellSouth, and Voicestream) to CDMA. He said that the hardened TDMA bigots at SBC were busy frying other fish and should not create obstacles to Cingular's ultimate adoption of CDMA. Also, FWIW, George Gilder was openly skeptical (almost even contemptuously so) about the prospects for WCDMA. He unapologetically predicted a 3G world dominated by CDMA 2000. Message 14637528