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

To: kech who wrote (7465)	2/19/2001 2:11:53 PM
From: Maurice Winn	Respond to of 197233

* cdma2000 versus VW-40 in Korea * Tom, this seems like a reprise of the original adoption of CDMA in Korea when the government instructed operators what was going to happen. The operators were dead against CDMA. But CDMA has made the operators, Samsung and co, the governments [USA and Korea] and Q! $$billions. So I suppose the Korean government wants to make that happen again. They know that W-CDMA is not going to be so good for Korea. The two who selected, bid for and won W-CDMA permission might perhaps wish they hadn't in a couple of years if cdma2000 roars ahead on the clear path it has. I'd say the NTT and Telecom money pushing the Korean operators in the W-CDMA direction was the dominant reason for the technology selection rather than the technology itself. As Tero says, money being offered affects the supplier. Nortel and Lucent got some W-CDMA orders on the basis of vendor financing. But if W-CDMA is a dog, it's still a bad investment all round. I don't understand how W-CDMA is allegedly ready to be sold, yet it isn't going to be ready until 2004. There seems to be a dual-use of the word "W-CDMA". The GSM Guild are almost renaming GSM as W-CDMA. So, when they put in a GSM network, they seem to say they are installing W-CDMA. I suppose it means something on the ground in reality, but what it means escapes me still. Where are the W-CDMA handsets? There aren't even GPRS handsets yet [other than a half-baked few] and GPRS is supposed to be the precursor of W-CDMA. I think everyone should simple forget W-CDMA, which has struggled around in ever weirder contortions since 1996 [now half a decade ago] and seems no closer to reality other than with what QUALCOMM has done with it. Operators should adopt cdma2000 which will do everything W-CDMA could do, but do it two years earlier and cheaper and be backward compatible for all the CDMA operators. Mqurice PS: And what did that guy mean: 'a duopoly' in Korea would be bad? I read it twice and I could only guess that he thought the cdma2000/W-CDMA duopoly would be bad, but a W-CDMA monopoly would be good? Or did he mean the two W-CDMA operators would operate a duopoly in W-CDMA [which is not what consumers buy - they buy a service quality, so it wouldn't be a duopoly]? I actually think he is just another ignorant commentator whining because he wants the Korean government to play along with his selfish wishes and give him a cheap W-CDMA option to stop cdma2000.