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

To: jackmore who wrote (10639)	5/14/2001 12:50:41 PM
From: cfoe	Read Replies (1) \| Respond to of 197035

When a decision is ultimately made, it will depend on available spectrum as well as what technology is ready, not to mention costs. You have stated exactly why I smile at all of these reports. On the surface they look like they could be a negative for QCOM. However, looking below the headline, the first problem is spectrum. From what I have read wCDMA cannot be rolled out in the U.S. by anyone right now because no one has sufficient spectrum. And the auctions have been repeatedly delayed because they cannot free up enough spectrum. someone please correct me if I have got it wrong here. Also, I like the line in the Goldman post about VZ open to using HDR or wCDMA whichever is ready first. Anyone want to start a pool on this? Finally, wCDMA is CDMA. Our concern ought to be to get any CDMA out into the market as fast as possible. On a related note, CNBC had an interview with a technology person from Harvard or MIT (I didn't catch his affiliation). He was talking up the wireless web and 2.5G, not 3G. Said people are not clamouring for watching movies over there phone. He said the key benefit to consumers (the killer app?) is "always on." He said Internet use jumps dramatically when a person has an "always on" connection (sorry I did not catch the numbers he quoted). He said all the major carriers are going with 2.5G, but the only one mentioned in the piece by name was Sprint. One of the keys for QCOM will be the head-to-head competition between 1X and GPRS in this country. One big advantage 1X has is that it is already in use and being refined in Korea, while GPRS is not (to my knowledge) working anywhere. He also spoke about how people would eventually have a hybrid system available to them. 2.5G when outside (and mobile) and 3G when inside a building. Could be that 811(sic) stuff or HDR, etc.?