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

To: straight life who wrote (9301)	3/30/2001 4:54:19 AM
From: gdichaz	Respond to of 197284

straight life: Let me try to be clear. I am not suggesting that Vodafone's takeover, lock, stock, and barrel of Verizon Wireless would be a piece of cake. All I am suggesting is that there is every reason to think that Vodafone will do whatever is in Vodafone's own direct interest in becoming the number 1 wireless operator throught the world. Full ownership of Verizon Wireless (or at a minimum, effective control of Verizon Wireless) would seem an essential element in meeting that goal. If so, Gent will try to do just that. I see that clearly in the "joint" release "clarifying" the "[non]dispute". And I see huge pressure to keep Vodafone a "good European", meaning keep W-CDMA (UMTS) paramount. This may all change if "Europe" permits CDMA 2000 or even HDR (a.k.a. 1xEV-DV) separately from the dreaded CDMA as a means of rapid data transmission to link "mobile" and the internet. But I suggest we not hold our breath for that. And history shows when Gent fights for what he wants, he wins - one way or another. So complacency on the part of Verizon is dangerous IMO. Sadly, the US Gov't invites Nokia to key meetings in the White House on spectrum and telecom policy and surrounds Qualcomm with AT&T and other TDMA and GSM operators, while it is difficult to imaginge Qualcomm being included in a similar "European" meeting. There is a major trade fairness issue with Europe with regard to the effective steps Europe has taken and continues to take to prevent CDMA One and CDMA 2000 from being used in Western Europe. The difference between the US openness and the Fortress Europa is clear. Will the US administration and/or Congress, and/or the FCC, and/or the FTC, and/or the US Trade Rep do anything effective to level the playing field? Again I suggest we not hold our breath, because of AT&T, SBC, and others, including wonder of wonders, Nokia - the Texas employer of note. Best. Chaz