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

To: gdichaz who wrote (6602)	1/26/2001 5:49:59 PM
From: Eric L	Read Replies (3) \| Respond to of 196536

Cha2, Why? "Customers won't be flocking in to buy 1xRTT handsets". ... because there is comparatively little interest of yet in mobile wireless data in the US, and not much is forecasted for the next few years (for 3G associated services). Messaging is slowly becoming a requirement but you don't need 1xRTT for basic messaging. "nobody will be specifying "QUALCOMM Inside" ... because Qualcomm has never been "end user customer focused" on branding like Nokia consciously has been since the early nineties ... which made them the 11th most recognized brand in the world last year ... 5th this year. They're a great technology developer, and a great fabless chipmaker. Branding has been a bit week, wouldn't you say? Good thing is, football fans and investors know who QUALCOMM is. << since the doubling of voice capacity (roughly) depends on both having the proper infrastructure for 1x in place by Verizon and having handsets which use 1x, won't Verizon wish to get that extra capacity in place and functioning asap? >> Well doubling of IS-95A voice capacity (or 60% increase, or whatever it turns out to be) is nice, but over 40% of Verizon's subs are analog and IS-95A probably gives an 8x+ boost, so conversion to CDMA (any flavor helps Verizon). << Why would Verizon not seed their customers with 1x capable phones which are backward compatible? >> They probably will at such time as they can do proper integration testing on their network(s). For them that is VERY tough. I commented on that in the post you responded to. That's why you don't see a lot of the name CDMA brands on their shelves. Personally, I'd like to have a Samsung choice from them, and hope Samsung does get qualified. You're likely to see a lot more 1x based phones in Sprint PCS than Verizon. It is a lot easier net to qualify on than Verizon. Despite the fact its the largest US net, Verizon's vendors are Audiovox, Motorola, Kyocera and Nokia. End of story. BTW: Just noticed that there is a recent dual-mode (digital only) qualifier in selected areas from LG (V 111). It does NOT qualify for the single rate plans. Local plans only ("for those close to home"). Its the old, somewhat undocumented, somewhat one-off AMPS stuff on the combined Verizon and their roaming partners (including ALLTEL) that makes it tough to qualify. << I for one will switch to a 1x phone as soon as it is made available from Verizon whether or not it can be used for 1x immediately in my geographical area >> Why? BTW: I myself will probably wait till I am assured I'm buying a 1x based phone before trading up (to avoid obsolescence), and I am waiting anxiously for the new Kyocera smartphone that I hope they will qualify early, which of course will probably go through at least 2 mods in first 12 months (one of which will be to color screen). I bought 2 phones from Verizon last year. I'd like to get by with one purchase this year. - Eric -