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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 (5824)	12/31/2000 9:55:57 AM
From: gdichaz	Read Replies (1) \| Respond to of 196538

100cfm: "Would like to see Q's dominance of WCDMA become more visible, in light of the CDMA2000 vaccuum." Vacuum? Where? In current spectrum CDMA 2000 1x (OK 2.5G in Eric L's terms) is underway now. Infrastructure is already installed in Korea and handsets are about to ramp up. That is the "IS 95C" beginning. In Japan, KDDI will begin with 1x during this year. In the second half of this year 1x arrives in the US. China will be the place to watch. GPRS is in the infrastructure contract stage. Handsets are scarce, speeds are disappointing so far. GPRS is hardly a killer competitor to 1x, 1xEV. EDGE? Who knows. In new spectrum, Korea will have a CDMA 2000 operator. Japan already has a winner of a CDMA 2000 license to operate its new spectrum network. In China, there have been no new spectrum auctions or beauty contents so new spectrum is open. Only in Europe, where Qualcomm has been frozen out anyway is there any real new spectrum action where CDMA 2000 may continue to be frozen out. Note: Not on merit, but on rules and regulations. So the Q is steaming along in the Americas, in Asia but not in Europe. So what else is new. Well, what is new is that to the extent UMTS is installed anywhere in Europe that is a plus for the Q. The Q goes from zero penetration to whatever happens re: UMTS. And where UMTS goes anywhere in the world, the Q earns money. Not exactly a bleak picture. 2001 will be a transition year and 2002 should see the Q doing very well indeed. And this of course does not take into account all the other places the Q will be a force (and earn money) such as computers of all sizes and shapes, autos, satellites, movies, and on and on. Cheer up. Best. Chaz