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

To: tradeyourstocks who wrote (5061)	11/30/2000 1:42:46 PM
From: slacker711	Read Replies (2) \| Respond to of 196499

If you read the contract announcements, they are clearly stating a switch to GSM before going 3G. Two possible reasons I can think of.... 1) W-CDMA will be delayed. T can't afford to wait until 2003 for a roll-out of data services. They will need to have something during the second-half of next year to compete with Verizon and PCS. GPRS (and possibly, EDGE) will provide a stop-gap until W-CDMA arrives.... 2) They wont be able to roll-out W-CDMA until new spectrum is allocated. Since W-CDMA needs 5MHz of spectrum, perhaps T realized it would be unable to provide services in many markets with their current spectrum. GSM/GPRS will allow them to change over in much smaller spectrum increments. What a nice present for the infrastructure providers....T is going to pay them $10B courtesy of Docomo. Not a bad deal... Slacker