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

To: 100cfm who wrote (5819)	12/30/2000 8:20:55 PM
From: The Verve	Read Replies (1) \| Respond to of 196533

100, To me, having UMTS come out a year earlier is more significant and better for us in the long run, than a few carriers snubbing CDMA2000. If I had to choose amongst having a few carriers defect, versus having a great number of wCDMA networks installed a year sooner, I'll take the latter, no question. I think we were all hoping for a CDMA2000 slam dunk - I never fully expected THAT to happen...too many vendors, too many carriers, too much money behind wCDMA. Of course, I never expected a wCDMA slam dunk either... Still, please don't hoist the white flag and cry uncle. 2001 is gonna be fun but 2002 is gonna rock. Factoid: Nortel alone has announced 1.8 billion dollars in 3G umts contracts. VErve

To: 100cfm who wrote (5819)	12/30/2000 8:35:27 PM
From: foundation	Read Replies (2) \| Respond to of 196533

"The question is how hard to we get hit on Tuesday??" ---------- Why will Q get hit on Tuesday? Cingular's bias toward UMTS is, was, well known. Nothing profound has happened in the last few days. There are and continue to be prospects for upside surprises. ---------- Regarding Q: wCDMA/UMTS may well win the popularity battle. But wCDMA/UMTS, by its very existence, has lost the war - if continuing metaphors of conflict are absolutely necessary. We've previously pondered that the flavors of CDMA might merge and meld over time. This prospect was perceived as most positive. Did we expect that this harmonization would occur between warring tribes? Is obsession with this popularity battle either wise or productive? To what degree does it really matter? Q's management speaks through its actions. Q joins the "enemy" camp - 3GPP. Q applies for ITU imt2000 certification for its 1xevdo, and soon its 1xevdv. MOT, NOK, LSI, TXN, China and others contribute to its 1xevdv specification in 3GPP2. Perhaps Q will gain membership in 3GPP in time to contribute to the HSPDA specification (3GPP's version of 1xevdv). Lines are blurring. ((EricL will soon write with superior skills regarding percolating Standards issues.)) Continuing conflict, or war, requires 2 diametrically opposed teams. Distinctions between teams appear to be dissolving. However, competition - and politics - will certainly remain. But we have to develop a more constructive - a more accurate - metaphor than war for what we now observe. To do less will be self deceptive. ben

To: 100cfm who wrote (5819)	1/1/2001 9:38:13 PM
From: kech	Respond to of 196533

100- On the Cingular move to GPRS, GSM, EDGE and then W-CDMA I went back to listen to the Gilder Telecosm webcast where Seybold, Brewer and Gilhousen were speaking. I hadn't heard it before. It is clear that Seybold was hinting that one major TDMA carrier might switch in "the next 6 weeks". Brewer brought up AWE as an example of why firms would want to do the "incremental" progression to GPRS and EDGE. Seybold just joked about 2. I think all along he only meant one that would switch to 1x CDMA and this is probably Nextel (because they just have small bands of spectrum). Maybe Cingular wasn't even a possibility from these guys and was only hinted at by the articles on BellSouth switching to CDMA in some SA properties. Hopefully no big hit on Tuesday.