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 Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Mika Kukkanen who wrote (94618)	2/26/2001 8:40:07 AM
From: Keith Feral	Respond to of 152472

Thanks for the pleasant reply. IMO, the wireless guys all have their plates full. The visibility for enormous capital spending & consumer replacement products in the wireless space is so enormous as to threaten the very bankruptcy of the entire space. <vbg> Witness the 6.4 billion recapitalization of Lucent the other day. These equipment companies have to start providing new vendor financing projects for this massive new wireless infrastructure project known as UMTS - 3G CDMA in a 5 MHZ channel. Also, all of the narrowband networks need to be upgraded to be competitive with the new services. Happy trails!!

To: Mika Kukkanen who wrote (94618)	2/26/2001 8:40:46 AM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Mika: Hope you have a great afternoon, evening, week, month and year. Your viewpoint and expertise are helpful, since few here have the understanding of the European scene that you do. Your views on GPRS are especially useful, since in the real world, GPRS is the competition to CDMA One and its upgrades in the next 2-4 years. No 1999 version of W-CDMA, such as that due from DoCoMo in Japan, or the 1999 W-CDMA (UMTS) Isle of Man or Monaco tests seem to even qualify for the 3D designation, since speed is estimated to be around 64 k - the equivalent of the CDMA I-95B now in use by KDDI in Japan. When you have time, please weigh in here again. Look forward to that. Best as always. Chaz PS Good luck on your article.