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

To: cfoe who wrote (5103)	12/1/2000 2:38:52 PM
From: jackmore	Read Replies (2) \| Respond to of 196545

Re: <<How will sophisticated US customers - both adult and adolescent - with extensive Internet experience and expectations - and within a culture where faster and more is always not just better, but desired, respond to a "slower, more modest" service approach?>> -- from Ben I would venture that this is the very crux of the battle ahead in both the U.S. AND Japan. And maybe even China if they do, in fact, build out a CDMA system. As 1X is deployed in direct competition with the lower data rate systems, we will see what the markets choose. The outcome will dictate the pace of wCDMA adoption in these countries, if not other parts of the world. That's why, IMO, the flawless execution of 1X deployment and the selling of the services is so important. If a 1X market advantage on timing and/or performance is not demonstrated, then wCDMA will be delayed (with corresponding delays in revenue to Q). OTOH if 1X market advantage becomes clear, I expect either a general acceleration of wCDMA deployment if feasible, OR perhaps some adoption of HDR by current wCDMA proponents if cost and/or performance dictate. The market now has a better chance of driving these choices than ever before! As an aside, I also expect that in either case we are going to start to see a real bifurcation of the wireless market into data and voice components. The consumer side weighted toward voice, and the enterprise side weighted toward data. There will be a mix, of course, but a distinct weighting, IMO. This will proliferate choice, big time. Not possible to determine just how this will play out, but it can be expected to influence the above buildout scenarios for new, overlayed, or converted networks everywhere (EU, Asia, Americas). The beauty of all this (as we know) is that Q holds key IPR for all paths and still holds the trump card yet to be played: HDR. All is well. /jack