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

To: Eric L who wrote (8548)	3/14/2001 11:42:20 AM
From: ggamer	Read Replies (1) \| Respond to of 196538

There was very little GSM in place, or in development, in Latin America until recently. There is some rapid change occurring (despite the Brazilian Auction woes). GSM has its foot in the door. * TDMA = 40% >>>>>> * AMPS = 40% >>>>>>>>>> 1X >>>>>>CDMA2000 * CDMA = 17% >>>>>> * GSM = 3% >>>>>>> GGamer

To: Eric L who wrote (8548)	3/14/2001 12:12:59 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 196538

Eric, you surprised me. With so much information available in recent weeks that you would made such an erroneous call. SA is not about technology, it is about money. Let us start with the furthest South, Argentina. Where the hell are they going to find the foreign currencies needed to launch any system????? Argentina had gone beyond peg, they actually use USDollars. With a current account deficit, they have no money to pay for anymore imports. So the only way they can launch anything is via vendor financing. Whoever wants to buy that business is going to dictate the technology used. I can't think of any other countries in SA that is not in similar position. It is, in my opinion, meaningless to discuss these percentage numbers. Ramsey

To: Eric L who wrote (8548)	3/14/2001 2:37:49 PM
From: quartersawyer	Respond to of 196538

Eric--"Fastest growing technology in LA next few years is bound to be GSM." Months ago, when asked what the impetus could possibly be for rolling out a parallel 2G system not upgradeable to 3G, you replied "Economics, I guess". My take was corruption, which is economics, I guess, and maybe you meant free manufacturing plants and industrial parks, along with bargain rates on less desirable infrastructure from Nokia et al. But... capital restrictions now apply, and GSM development makes less sense if the Europeans can't push it with cash, which is reflected in the problems Anatel is having selling licenses.

To: Eric L who wrote (8548)	3/14/2001 3:56:14 PM
From: Theophile	Respond to of 196538

Fastest growing technology in LA next few years is bound to be GSM, so far as I can tell. Well, if GSM auctions result in license give-aways without competitive bidding, then installing a GSM system might look appealing to a service provider. Coupling a cheap license with a need to sell GSM equipment into an undeveloped GSM market, and the financial drivers may add up to nearer-term profits. South America is accustomed to being on the receiving-end of hand-me-down technology. Where do you think most of American's used yellow school buses end up? Martin Thomas