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

To: tradeyourstocks who wrote (9183)	3/28/2001 3:28:55 PM
From: gdichaz	Respond to of 196930

Vodafone will do what is best for Vodafone's bottom line in the long run. Period. What that is, is just not clear yet to those of us outside of Vodafone and may not yet be clear to Vodafone management. We simply don't know. But what we do know is that the simplistic idea that some 80% of mobile phones will automatically be W-CDMA is an idea whose time has passed. It is not only dubious, it is absurd. And the vast majority of handsets using 3d will be CDMA 2000 for years to come because there will be both CDMA 2000 on current spectrum and CDMA 2000 on new spectrum. W-CDMA, simply because of the "W" will only be on new spectrum and will be "islands" withing GSM land. Few handsets and nowhere near what the volume of CDMA 2000 enabled handsets will be for years in the future. The basic assumption that W-CDMA will outnumber CDMA 2000 is wrong on its face - because CDMA 2000 is starting now and witll be in both current and new spectrum. It will take awhile for this new reality to sink in - particularly in the media - but over time it will be clear. And this reality should be clear to Vodafone. So if VOD must stick to UMTS in Europe, it then may choose a mix worldwide - or may not. But regardless, the Q will have a pretty fair sized market, and collect royalties and Spinco will supply chips either way. Best. Chaz

To: tradeyourstocks who wrote (9183)	3/28/2001 3:36:23 PM
From: carranza2	Read Replies (3) \| Respond to of 196930

Why would Verizon want to have its existing spectrum using CDMA2000, and spend $5B to do so, yet use WCDMA in any new spectrum? Unless it faces significant problems with CDMA2000, it would seem that if Verizon adopts WCDMA in new spectrum, it will be inviting unncecessary complexity and costs. Roaming, schloming. By the time WCDMA is viable, the multi-mode phones (and therefore the consumer who pays for them) will take care of the issue, not the networks. Vodafone's statements surely suggest tht the cabal is hard at work. But why Vodafone? What does it gain from trying to force Verizon into using WCDMA, if multi-mode 'phones will solve any roaming issues in new spectrum? Perhaps there is a misunderstanding and Vodafone in fact does want to force Verizon into using WCDMA in existing spectrum. Perplexing.