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

To: Scott Zion who wrote (7895)	3/1/2001 4:06:26 PM
From: Scott Zion	Read Replies (2) \| Respond to of 196649

From Andrew Seybold's Q&A at WirelessWeek March 1, 2001 wirelessweek.com ---snip--- Richard Purcell, WirelessWeek, Denver: The goal of the just-completed Summit 4Mobility was to provide business intelligence and guidance for success in the Wireless Internet market. Can you share some of the highlights? And looking back, was there anything that stood out as a particularly astute observation or defining moment? Andrew Seybold: The theme of the Summit4mobility which we have just completed was “Facing Reality”. The messages that came across load and clear is that UMTS-20000 (3G) in Europe will be delayed until about 2004, GPRS the GSM packet services, will be late to market in Europe as well. In fact, the best news that came out of the conference is that the US will actually be in a leadership position when it comes to higher speed packet data with Verizon, SprintPCS, Leap, and now Nextel rolling out CDMA 1X packet services. ---snip--- Anthony Policastro, RTP, NC: Do you believe AT&T's decision to construct a US GSM/GPRS wireless network will cause the other carriers to follow? Do you believe GSM will now become the dominant wireless platform in the US as it is in Europe? Andrew Seybold: So what AT&T did was to annouce a new architecture that is tryiing to be all things to all people. They kept TDMA/EDGE so that the TDMA community would not be affected by their move, they added GSM/GPRS to the mix to make them more Global and then they added UMTS-2000 in order to make NTTDoCoMo happy about investing 10 billion. To me this is a Rube Goldberg network and all of the pieces will never be implemented. I think that AT&T will quietly drop TDMA and EDGE--we are hearing that EDGE is not viable as a 3G technology and that we will end up with an AT&T network that is GSM/GPRS going to UMTS-2000 ---snip--- Cullen, Vancouver, BC: Originally 3G was suppose to be hitting markets around Q4 2001 or early 2002. Why the delay to 2004 as just mentioned? Andrew Seybold: New technologies always take longer to come to market--have the bugs worked out, etc.--than the vendors of the technologies believe. This should not be a surprise, except that the vendors tend to overhype things and now will have to deal with the backlash. ---snip--- Steve Jonesm, Apex, NC: 1)What did you learn at the summit4mobility conference held this week? 2)Do you concur with Irwin Jacobs that w-CDMA will be delayed until 2004/2005? If so, are we looking at a major fiasco in Europe? 3)Will Cingular follow AWE's GSM/GPRS/EDGE/w-CDMA migration path? 4)Is EDGE dead? 5)Is there a killer app for 3G? Andrew Seybold: Steve--Yes, I agree that WCDMA will be delayed except in Japan. And even when it does roll out I have a proble with the business models at this point. As far as Cingular is concerned I don't for a minute think that they would make the same mistake as AT&T--how do you support 4 data technologies and 5 voice technolgies on the same network?? I believe that EDGE is dead--and that feeling is shared by lots of folks--even some within the TDMA/EDGE community A killer app for 3G--the carriers certainly think so--I believe that the "killer app" is not just one app but many ---snip--- Judith Lockwood Purcell, WirelessWeek, Highlands Ranch, CO: Hello Andy, You just concluded your annual Summit4Mobility conference. What was the most important point that you communicated to participants before they departed? Andrew Seybold: That wireless data is happening but that we need to be real about what will be available when. And I also think that not only did we "Face Reality" at the summit but there was a big dose of it at the GSM world Congress ---snip--- Steve Jones, Apex, NC: Hello Andy, is 1xEV hype or the real deal? Andrew Seybold: Steve--it is a real deal--in tests--several sites etc--but until it gets deployed I won't give it a "it is really real" stamp of approvel