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To: Puck who wrote (12206)6/5/2001 1:09:30 PM
From: Ruffian  Respond to of 34857
 
Don't think IJ gives a rats ass..............we own both:)



To: Puck who wrote (12206)6/5/2001 1:13:30 PM
From: slacker711  Read Replies (1) | Respond to of 34857
 
We attended the Vodafone analyst breakfast today in New York with Chief Executive Chris Gent. Vodafone stated that Verizon will eventually choose W-CDMA as its 3G technology choice over cdma2000. This was a big surprise. Vodafone believes that it has to have a single network worldwide for roaming as well providing Vodafone/Verizon scale efficiencies in purchasing equipment.

I think I'll probably need a little more than that....Verizon has been indicating for a while that it will consider W-CDMA after it builds out its 1xrtt network.

OTOH....with the various comments that have come out of Vodafone/Nokia over the last couple of months it wouldnt surprise me if they eventually decided to do some rollout of W-CDMA. The two problems with this would be spectrum availability and the commercial availability of W-CDMA equipment. The European operators seem to keep pushing back the expected availabilty of W-CDMA services. That's ok in a market in which there is no competition from CDMA2000....but that obviously wont be the case in the US.

I stated it on one of the Qualcomm boards....a selection of W-CDMA by Verizon would indicate availabilty by early '03. That's an easy trade for me to make....

Slacker



To: Puck who wrote (12206)6/5/2001 1:19:59 PM
From: mightylakers  Read Replies (3) | Respond to of 34857
 
If VZ, uses WCDMA in the future, then it actually means more money to Q because for the sake of compatibility they will need CDMA2000/WCDMA dual mode chipsets and handsets, which will be more expensive than single mode. So what does that mean?

1) Higher royalty.

2) More natural choice of Q's(spinco) WCDMA/CDMA2000 chips.

So I would say go for it. If they can that is.