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To: jackmore who wrote (96450)	3/30/2001 12:33:23 PM
From: engineer	Respond to of 152472

Well, I am glad he finally started to listen to my rants on the AT&T thread on this thread about the euro carriers. Exactly what I have been posting for months now. AT&T has just too high of a debt load and is just borrowing more every day from anywhere they can. The Euros finally woke up to the fact that they got suckered into a stupid end game by their own governments. NTT funding of everyone is about to end when the Japanese government shuts down the money pipe and 0 interest loans by forcing NTT to break up and deregulate.... the smart ones were the Sprint and VZ and nxtl guys who said I am not going to try to outspend everyone and I am going to roll out the technology in the available spectrum I have NOW and make revenue as fast as I can to offset the debt load. Unless the carriers can get real technology in Europe to roll out NOW, they are going to dig the hole deeper such that they just can't get out.

To: jackmore who wrote (96450)	3/30/2001 1:12:53 PM
From: Keith Feral	Respond to of 152472

Thanks for the repost. The departure from sound business planning for European wireless companies to adopt a undeveloped WCDMA standard the GSM cabal is absolutely mind boggling. The economic justifications for GPRS - WCDMA as a 3G road map clearly do not make any sense, not to mention that the technology doesn't work. Europe needs to make 3G work in the near term. The GSM cabal has not produced a single chipset, handset, or piece of software for WCDMA to date. GPRS does not offer Bluethooth, GPS, MPEG 4, MP3, Pure Voice, or any other software applications that contribute any value added services for the wireless carriers. The road to 3G thru GPRS is a dead end compared to CDMA2000 not only because CDMA2000 delivers a better economical solution for data. Just as important, it comes along with all the KILLER applications that are the whole reason behind the shift in technology. QCOM is the most important software company in the world today. QCOM is the only gorilla stock worth owning at this point. CSCO & the fiber guys just got knocked out of business for awhile and 3G CDMA is the only growth game left in town. The pipeline is filling up very fast right now. The US, Japan, Korea, Australia, & Brazil within a week have all announced intentions to upgrade their systems next year. NXTL has unofficialy announced their intention to upgrade to 1x next year. BLS is still sitting on the fence - GPRS with absolutely no manufacturing support or 1X with the support of 50 companies that are currently developing real products for CDMA2000. CDMA now poses a real threat to GSM as a disruptive technology. The days of discussing the eventual transition from GSM to CDMA are over. VOD is trying to figure out how to make it's 3G UMTS systems compatible with their 3G CDMA2000 networks in the US. The answer is clear - multi mode solutions that QCOM has developed through the MSM6XXX family of intercompaitble 3G chips. The lines of distinction for CDMA2000 and WCDMA have been obliterated by the advancements in QCOM's software solutions they can program on silicon. The lack of visibility for QCOM's business plan right now is being confused with the technology recession facing the fiber side of the telecom market. As the fears of further declines are replaced with fears of being left behind, QCOM is going to stand out as the only leader left in technology.