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

To: engineer who wrote (4432)	11/8/2000 10:26:16 PM
From: Rono	Read Replies (1) \| Respond to of 196959

Any more ego driven rulers out there want to join the list? How about Globalstar?

To: engineer who wrote (4432)	11/9/2000 10:38:05 AM
From: Keith Feral	Respond to of 196959

What's funny about the list is that ATT sit's like the white fleck on this mountain of mediocrity. ATT is a minority owner in NTT and they are trying to jumpstart their stock by getting NTT to buy a minority position in ATT. This circular rotation of capital to make themselves look like they are attracting new investment is a complete joke. Meanwhile, Nokia has been talking about their secret WCDMA developments with DoCoMo for years. Until yesterday when QCOM finally developed the first WCDMA ASIC design, I doubted that WCDMA would ever move beyond the walls of that little lab. NOK is the only company supplying the phones for ATT in the US (OK ERICY sells a few too). This enables them to mysteriously deliver these unbelievable margins that no other cell phone company can match. Are they that good? Why doesn't anyone else bother to make these TDMA phones? Oh yeah, that would be like building an analog phone line for Airtouch in 1999. There is no lifeline left in TDMA products. I think that SBC/BLS and NXTL are beginning to wake up to the competitive reality of 1X. As mentioned by Luna the other day, these companies realize they need to convert to 1X HDR over the next 3 years in all their markets. hell, they have to do it just to be compliant with e911 mandates and new data requirements on phones. Isn't it obvious that the new services for wireless data will increase the MOU, thus requiring the higher capacity that 1X delivers. How can you introduce data through GPRS which reduces the already constrained capacity of GSM networks? Why would anyone degrade the system capacity to offer new services which are going to directly increase the capacity requirement of the network?