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

To: mmoursel who wrote (10631)	5/14/2001 7:32:56 AM
From: Another John	Read Replies (1) \| Respond to of 197035

I have doubts that Verizon would commit to WCDMA as they have signed a contract with Lucent to upgrade to CDMA 2000. JIMHO John

To: mmoursel who wrote (10631)	5/14/2001 8:47:28 AM
From: brian h	Respond to of 197035

this would mean that the top 3 US carriers (in order Verizon, Cingular, AT&T Wireless) could all be on WCDMA, which would make it the dominant technology in the US. That was odd. I thought Cingular did not make any decision reg. its 3G plan yet. However. VOD did make VZ look dumb with its buying power. Obviously, US considers no threats from European countries or their businesses. Brian H.

To: mmoursel who wrote (10631)	5/14/2001 9:41:03 AM
From: Jack Bridges	Read Replies (1) \| Respond to of 197035

One has to wonder at Goldman's agenda. To say that Verizon said it 'would consider' WCDMA is not news. When Verizon said this earlier, it was a bit like the teen-aged boy responding to parental guidance as he leaves the house for a date.

To: mmoursel who wrote (10631)	5/14/2001 9:47:40 AM
From: jackmore	Read Replies (1) \| Respond to of 197035

Re: <<Verizon Wireless is not the only CDMA operator to suggest a WCDMA rollout; both SK Telecom and KT Freetel in Korea have opted for the WCDMA.>> It would not appear from the presentation slides that they are suggesting wCDMA; only that it is an option. Well, everyone knows wCDMA is an option that is not necessarily foreclosed by going 1X. So why formally commit to anything at this point? Why not keep VOD happy by keeping options open? When a decision is ultimately made, it will depend on available spectrum as well as what technology is ready, not to mention costs. Nobody knows now with certainty what that situation will be at that time. Roaming, which is about the only issue left for the cabal to exploit, may not even be that big of a deal by then. One must hedge all bets. /jack