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

To: limtex who wrote (5835)	12/31/2000 2:36:50 PM
From: Eric L	Read Replies (2) \| Respond to of 196546

<< With all the scepticism in Wall St today. No serious analyst gave any credence to Cingular or AWE changing to CDMA >> Luke, Cenna, Roberts? Particularly (and most recently) Tim Luke. << An article describing what everyone in the business arleady knows isn't going to affect Q. >> Are you referring to Seybold's article on spectrum, that I posted, that you are responding on? ... or the C in TDMA article Scott posted here? If you are referring to the latter, I happen to agree. << To believe that Q isn't going to receive its full royalties from every w-cdma deployment and handset you first have to believe the following >> You are preaching to the choir. << We are also this year going to see full competition between a 1X system and GPRS, EDGE etc in the US. >> This year we are NOT going to see much competition in the US between 1X, GPRS, & EDGE, IMO. We will see it in 2002. With the exception of ALLTEL, we have not yet seen a contract for 1xRTT in the US. What is your estimate of the time frame between contract and general deployment? Perhaps the most important thing we will see is the penetration rate and impact (or lack of) of wireless data in the good old USA. - Eric -

To: limtex who wrote (5835)	1/1/2001 3:21:51 PM
From: jackmore	Read Replies (2) \| Respond to of 196546

Re: Irwin Jacobs ... said earlier this year that his nightmare was that there might be a delay or problem with W-CDMA deployments. I too worry about timely rollout of wCDMA. Aside from the technology and spectrum issues, what bothers me most is all the hype and unfulfilled promises its proponents have advanced for GPRS, EDGE AND wCDMA. 1. GPRS capability was exaggerated nearly to the point of fraud. In practice it will deliver so very little and will do so later than projected. 2. EDGE just does not seem to be a viable or even a credible story, yet many of the proponents cling to the fiction...desperately. I doubt it will ever be deployed to any significant degree. For me, the whole affair serves only to illuminate the depth of Q-envy they suffer. 3. wCDMA in Japan in May is looking like a lot less of an advance than originally touted, with data speeds in practice really no better than IS-95B. It may be 3G in name but not in performance. And May still seems questionable, since no one seems to have a proven wCDMA handset chip yet. These folks go on shamelessly about Q hype even though only Q consistently delivers on performance promises and on product rollout schedules. The wCDMA crowd has yet to come close to delivering on their over hyped promises, and nothing in their history suggests that their rollout of wCDMA will be any different. Actually, their best hope probably lies in the recent deal Q made with TI, and/or in QCTs stated schedule for development of wCDMA chips. JMO, jack