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

To: Eric L who wrote (4360)	11/7/2000 1:10:46 AM
From: Theophile	Read Replies (2) \| Respond to of 196915

Interesting road map of how AWE might transform....maybe I misunderstand something here. First, change out equipment to go from TDMA to GSM? Then upgrade to something that is not working very well in EU, GPRS. Then change out equipment again to go to wCDMA? And this ought to help AWE share price? Am I incorrect in believing the costs of TDMA to GSM, and then to wCDMA will be substantial? And T already has committed sufficient blunders that nobody trusts them....please correct me if I am wrong, but I believe any analyst can shoot holes in this picture, and would probably do so. mthomas

To: Eric L who wrote (4360)	11/9/2000 1:56:52 PM
From: Keith Feral	Read Replies (1) \| Respond to of 196915

He never said that QCOM would take a hit for a few months, only that they would "take a hit" if ATT went GSM. One thing I will say about the decision, it would be a very circuitous path for a TDMA company to go to GSM to get to WCDMA - ATT's eventual 3G platform. Don't they have shareholders to which they are responsible? Going back to Seybold's predictions, I doubt that ATT's stock price would "pop". ATT will not be permitted by it's shareholders to waste more money by going from TDMA to GSM, a standard with a rapidly decaying half life 9maybe 3 years). What possible purpose would that serve? This whole notion that ATT made a mistake by adopting TDMA in the early days needs to relax. They wanted to get a lead time to the makret and went for it. Big deal. now, it's time for everyone to upgrade from TDMA and GSM to 3G CDMA to get high speed data. Does anyone think that VOD is happy about converting from GSM to WCDMA in Europe. I doubt it, but GSM can't to data. Really, ATT needs to stop act like a R & D company with a vested interest in the standards process and control itself by making the best investment decision for their wireless networks based on the economic comparisons. 1X HDR is the no brainer, and WCDMA is next best. However, with 1X doubling capacity as capacity requirements are directly increased with the introduction of new services, CDMA2000 has a big advantage over WCDMA. Personally, I think it would be great for the technology director at ATT wireless step down. I think engineer recommended some excellent replacements on the AWE thread the other day, namely, Craig Farrell.