Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: EJhonsa who wrote (5075)	11/30/2000 6:53:40 PM
From: John Biddle	Respond to of 196510

All in all, the execs at Verizon and Sprint PCS have to be smiling right now. While AWE spends a fortune tearing down existing equipment, and building out a completely new network from scratch, all that their company will have to do next year is change a few channel cards and perhaps install some new software...and they'll still somehow end up with better technology to offer to their subscribers. I agree heartily with this. What I don't understand is why Sprint and Verizon aren't attacking 1x full speed ahead to gain as big a lead as possible. If 1x works as expected and is way ahead in terms of availability, people will come to expect 1x performance as the wireless web standard. They won't accept anything less from the likes of AT&T or Cingular. However, if both services start out at about the same time, good marketing can do much to confuse the public and GPRS will get lots of subscribers. Every day matters!

To: EJhonsa who wrote (5075)	11/30/2000 6:56:19 PM
From: A.L. Reagan	Respond to of 196510

Eric, (or anybody) is it fair to say that the only raison d'etre for EDGE versus going straight from GPRS to UMTS is the cost of new spectrum? I'm having an increasingly hard time understanding how vendors will be able to cost-effectively provide EDGE so their customers can be competitive. ------------------------------------------- Next. Boy, those AWE-related press releases sure contained a lot of waffling and fluff. Impossible to tell anything concrete. All letters of intent and none of the vendors seems to have a real crystal clear view of exactly what piece of the AWE puzzle they are getting. ------------------------------------------- Next. W/r/t QCOM's investments in these various early stage companies, I am more concerned about the quality of related party revenues showing up in Q's P&L statements. Specifically transactions where Q invests $$, and lo and behold NewWireless or whatever purchases a license from the Q. This activity doesn't appear to be too material right now, but if anybody wants a recent example of this concept taken to excess it is Lernout & Hauspie. -------------------------------------------- Back to lurk mode.