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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 (4773)	11/19/2000 8:59:40 PM
From: gdichaz	Respond to of 196981

Eric L: Sleep well. Since the FCC has a cap on speeds for dial up modems, seems like anything is possible. Just hope some slight modicum of practicality exists here and there (at least outside India). Best and good night. Chaz

To: Eric L who wrote (4773)	11/21/2000 8:56:12 AM
From: gdichaz	Respond to of 196981

Eric L: "My direct exposure has been limited, not considerable, with wireless standards bodies and associations, and nonexistent for regulators." Fair enough. Your knowledge has frequently impressed me, so I tended to give you the benefit of more involvement than you have had. Still interested in your view as to the actual impact that caps on speed in current spectrum may have on the practical use of 1X and 1x over the next several years. If the governments around the world enforce speed caps in current spectrum to drive "3rd gen" to new spectrum, this would seem to alter the potential for 1X and 1xEV substantially, no? In the next couple of years or so, it seemed that Qualcomm had a major advantage as a practical matter for customers (expecially business connected customers) who would be relying on the fastest wireless access to internet and intranets. Therefore the focus for potential bottlenecks was on the operators. You seem to be raising a red flag that governments may either by current law or regulation or as a matter of policy in the future, restrict speed on current spectrum in part at least to "encourage" movement of new spectrum. This would seem to be a new factor which you have pointed out and you suggest that Japan already has such a restriction so that KDDI may not be able to market speeds above 125 k? This would seem to be the first test case to see how serious this impediment may be in the real world. Curious that Qualcomm has not to my knowledge ever mentioned any of this. Best. Chaz i