Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: puzzlecraft who wrote (11150)	5/30/2001 6:52:56 PM
From: carranza2	Respond to of 197214

I presume that the Nokia multi-mode base station has rendered moot Q's argument that the WCDMA migration will require new infra for each step of the way. If that's the case, Nokia will have to get a license quick. It has no infra licenses from Q at all so its argument that the CDMAOne license is good enough for WCDMA handset ASICs is inapplicable. Funny, the infra might drive Nokia's ASIC license surrender. I haven't heard any discussion on this point, but it makes intuitive sense.

To: puzzlecraft who wrote (11150)	5/30/2001 6:53:43 PM
From: slacker711	Read Replies (4) \| Respond to of 197214

AT&T Wireless will be the one to watch, as Nokia anoints them as the vanguard of GPRS/3G in the United States. Hate to say this....but AWE was the one to watch last December. If they had decided to go with a 1x upgrade, it would have pretty much guaranteed getting most of the TDMA operators around the world. Now the best Qualcomm can hope for is a split... At the time, I dont think I appreciated how big an impact the decision by AWE would have on other TDMA operators. I was simply glad that AWE had abandoned the EDGE upgrade path. However, Qualcomm missed a huge win when they announced they were going with GSM/GPRS. Slacker