Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: jackmore who wrote (7762)	2/24/2001 1:42:49 PM
From: grinder965	Read Replies (1) \| Respond to of 196971

The Q's Resue Plan: W-CDMA delay could benefit Qualcomm February 23, 2001 Irwin Jacobs, chief executive officer of Qualcomm, claims that European GSM operators that have paid billions of euros for 3G spectrum licenses are listening with renewed interest to Qualcomm’s potential ‘rescue plan.’ The company is focusing on the lengthy delays now being experienced with GPRS deployment as supporting evidence that wideband-CDMA 3G will be some years away before it becomes a commercial reality. Jacobs maintains that Qualcomm’s cdma2000 technology, which he claims will be available much sooner than rival W-CDMA, could become attractive to operators as they come under pressure from their financial backers to generate a return on their 3G investment. While not revealing the actual level of interest by European operators in adopting cdma2000, Jacobs points to the two Korean mobile operators that are offering 3G-style services already. “Up to nine months ago we had no European interest in cdma2000. Now, after the public failure of GPRS to deliver on time and to its promised performance levels, we are starting to receive calls.” However, Jacobs admits that cdma2000 will only become a reality in Europe if W-CDMA 3G is delayed. “This delay is highly likely to appear within the next nine months, and operators need to be aware that cdma2000 offers an alternative. EDGE is not an interim option. There has been much talk about the technology, but it is very complex to implement.” rcrnews.com

To: jackmore who wrote (7762)	2/24/2001 2:01:04 PM
From: Randall Knight	Respond to of 196971

This is not the same Q we saw last year. The one that just turned another cheek to a massive FUD campaign. They are emboldened this year; maybe by China developments. Or perhaps by knowledge of an imminent Nextel announcement regarding CDMA 2000? One can only hope.

To: jackmore who wrote (7762)	2/24/2001 11:07:11 PM
From: Rich Bloem	Respond to of 196971

<<Dr. J smells blood>> Jack you are right. This is not the same Q we saw last year. And, it is about time. Dr. J is on the offensive because he knows that there is no way that CDMA would be alive today, if he didn't take that approach. Europe has a big vested interest in protecting their installed base and would rather see a few more years of recouping their previous investments. That said, they are in a big bind now, because of the investments they have made in new spectrum. You don't spend that type of money without a plan to recoup ROI. Dr. J's interview (coupled with Intel and Alcatel and others) should be a big wakeup up call for the Euro-Centrics.