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To: ggamer who wrote (93201)	2/2/2001 3:25:44 PM
From: Don Edgerton	Read Replies (1) \| Respond to of 152472

CNBS talked about QCOM rumors again. And of course they had to add Snyder's skepticism.

To: ggamer who wrote (93201)	2/2/2001 4:06:13 PM
From: The Verve	Read Replies (1) \| Respond to of 152472

Either the entire world is wrong about wCDMA or a couple of people here in SI and the brains at QCOM campus have it all wrong. Don't get me wrong ggamer, nothing would please me more than worldwide CDMA2000 carrier adoption. Ain't gonna happen. WCDMA has gained too much momentum. No turning back now. NOK is gonna install 100,000 WCDMA basestations alone this year, tripling next year to 300,000. Ericy's got 20+ fat WCDMA contracts. Nortel over 2 billion so far. A lot of infra is going in this year. Fine by me. Hope all proceeds smoothly. tv

To: ggamer who wrote (93201)	2/2/2001 7:47:38 PM
From: Jack Bridges	Respond to of 152472

'Biggest blame for WCDMA' is on Euro governments? UK started it, yes. Their Radio Authority's flawed reasoning was to let the free market dictate valuation of licenses. This opened the door for suppliers and bankers, who realized that high values meant huge profits for themselves in a GSM cartel environment. Once the UK steamroller had succeeded, the same shills were able to foist their game across the Channel to the salivating Dutch, Germans, etc. The historical question goes back to the successful VOD/QCOM overlay trial at Newbury in 1998. Why was there no follow-up by VOD? Perhaps they figured that their superior credit strength would best enable them to weather the storm that is just starting to be inflicted on the unsuspecting. If this is the case, watch for VOD to start picking up the pieces at bargain prices when the banks come down hard on the poorer credits. The wild card is growing awareness of the mobile liability potential until such time as the radiation risk (eyes as well as brains) is insured or otherwise resolved. Put yourself in the bankers' position as you ponder that one.