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To: FR1 who wrote (39646)	2/22/2001 9:13:06 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

FR1: Sure: If anything, anything at all, happens in Europe to move the Qualcomm's money intake from zero, which it is now, to a positive cash flow, cheers are in order. In the long run, UMTS will be a source of money. In the shorter run, 1xEV may be. But if zero is the net, nothing lost. There is only an upside, no downside. And outside Europe, there are major opportunities for the Q. Best. Cha2

To: FR1 who wrote (39646)	2/22/2001 9:34:15 PM
From: Teri Stephenson	Respond to of 54805

Complete Financial Times article from which Reuters QCOM 3G slowdown(WCDMA!) text was culled(posted by slacker on moderated thread): Message 15396636 The original article from FT which Reuters quoted..... news.ft.com. Qualcomm warns of delay in 3G roll-out timetable By Dan Roberts Telecoms Correspondent Published: February 22 2001 21:38GMT \| Last Updated: February 22 2001 23:12GMT Qualcomm, the US electronics group behind third generation mobile phone technology, is warning of a two year delay in the roll-out timetable promised by European operators. Irwin Jacobs, founder and chief executive, predicted in an interview with the Financial Times that 3G services currently in development were not likely to be commercially viable until late 2004 or early 2005. His comments are likely to increase fears that operators have over-estimated the speed with which new internet and video services can be introduced on mobile phones. Most European operators have suggested 3G will be ready from 2002 onwards, and are already paying for unused radio spectrum earmarked for the services. However, Qualcomm, which claims to hold most of the intellectual patents on which the two main 3G standards are based, says there are serious technical hurdles still to be crossed before the standard used in Europe (known as wideband-CDMA) is ready. Mr Jacobs believes a rival 3G standard known as CDMA-2000 will be quicker to market, although its critics claim Qualcomm is biased against W-CDMA because of closer ties with CDMA-2000. Nevertheless, the pessimistic outlook for W-CDMA, which is also known as UMTS, was echoed on Thursday by Alcatel, the French telecoms equipment manufacturer. Michel Rahier, head of Alcatel's mobile phone business, told reporters at a mobile conference in Cannes that 3G handsets were likely to be launched in late 2003 or early 2004, a year later than previous forecasts, and would only take off in 2004 or 2005. Alcatel blamed this on a delay in orders caused by the recent collapse in telecoms shares. The timetable for 3G remains uncertain. Motorola, the US manufacturer, used the same industry event on Thursday to boast that it would have its 3G first handset available this year in Japan. Either way, the uncertainty is adding to nervousness among telecoms investors, particularly since an intermediary internet technology known as GPRS, or generation two and a half, is already experiencing delays. Qualcomm said this was a sign of delays to come and pointed to GPRS trials that showed calls were interrupted for up to 10 seconds when users moved from one radio mast to the next.