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

To: Eric L who wrote (5836)	12/31/2000 3:36:51 PM
From: gdichaz	Respond to of 196548

Eric L: Re: "This year we are NOT going to see much competition in the US between 1X, GPRS, & EDGE, IMO. We will see it in 2002." Using you "general deployment" measure not only is that probable re: the US, but where might such competition take place in 2001? In Korea, 1x will be in operation in 2001 but GPRS will not. In Japan 1x is likely to be in operation but the competition will be a combination of legacy systems from NTT and JapTel and their WCDMA tests. In Europe, in 2001 GPRS will be deployed but 1x will not. So yes, we will need patience for a good test. Some clues in 2001. but unlikely to have these horses side by side in the same race until late 2001 at the earliest and "general deployment" in 2002. Your realism is helpful. Happy New Year. Best. Chaz PS Perhaps China? <gg>

To: Eric L who wrote (5836)	12/31/2000 3:42:13 PM
From: limtex	Read Replies (1) \| Respond to of 196548

EL - I still believe that no serious Wall St analyst believed that there would be a major defection to cdma2000 from w-cdma in the US. They might have speculated but such a move would involve a massive upheaval for AWE and Cingular and even ignoring the unfriendly tone of statements from the chief tech officer of AWE and the actions of Cingular it would have been incredible to beleive that it would happen. AS regards time scale I would have though a minimum of six months if not nine months. But I may be too pesimistic given the urgency of the situation and the evident very closed co-operation going on between the equipment manufacturers, Q and the SPs. Didn't we see news of a trial by Q and Verizon of a full 3G QCOM system. I got the impresssion that Verizon might even be preparing to skip the 1X stage, just my impression. Best regards, L