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

To: The Verve who wrote (5719)	12/24/2000 1:26:04 PM
From: limtex	Read Replies (1) \| Respond to of 196814

TV - I'm done fighting it. Wcdma appears to ready sooner than many thought Thanks for the post. You may well be right but really WE haven't been able to fight. The fighting has had to be done by Dr J and the team. I believe that the Q's position is and has been that while W-CDMA will work CDMA2000 is more efficient, probably easier to deploy and develop, cheaper and generally much better. Is that your understanding? In the US, Japan, Canada, (maybe China) and sooner or later Korea at least we are going to see this scenario played out as the two systems are going to be deployed. These countries are free of political blackmail and so we will see the differnce in the service and facilities. It is going to be fun especailly if Dr Jacobs knows what he is talking about and I for one believe he does. Still no news from Korea on the working of the 1x system. Korea is the first country in the World to deploy 3G. It is there right now. How is it going? What news? How many subscribers? News news news from Korea anyone heard anything? Best regards, L

To: The Verve who wrote (5719)	12/24/2000 6:04:06 PM
From: 100cfm	Read Replies (2) \| Respond to of 196814

I bet if we sat down with the carriers and asked them how they can be so stupid to choose the ugly, red headed mutant called umts over our beautiful, shiny CDMA2000 supermodel, they would rattle off a list of reasons that would make a lot of sense. In a report on the prospect of IMT-2000 market, LG enumerated the problems of cdma2000. These include its investment cost, which will be 400 billion won higher than that required by W-CDMA. Cdma2000 handsets will be more expensive than those based on W-CDMA, because the mobile service will have a smaller subscriber base. LG aslo said a cdma2000 operator will expect to break even in 2009, four years later than W-CDMA operators. Sure would love to see the full report. What one has to repect is the fact that this is coming from a CDMA user with first hand knowlegde and not from a GSM Fudster. This is exactly the opposite of what we believe and what IJ has been saying and showing us on those now famous slides. Do we all at least agree that WCDMA is no longer just vaporware?? I have never accepted the fact of WCDMA being just vaporware but never dreamed it would wind up being superior to CDMA2000, in fact I still don't believe it, but are we now going to have to endure FUD from our own supposed Allies. If we are going to have to embrace WCDMA we need to know it's true strengths and weakness. Happy Holidays to all.