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

To: foundation who wrote (11674)	6/14/2001 9:50:42 PM
From: grinder965	Read Replies (2) \| Respond to of 196633

Surprise! Surprise! Things don't look good for getting a spark on the gsm side anytime soon. Gprs is sounding like it's going to be a big dud! Q and all cdma operators need to put the peddle-to-the-metal and sieize the opportunity that has been laid before them. I don't think even Q believed that the gsm camp could be this inept and present the opportunity to achieve total victory. Q needs to, again, adapt it's strategy here, and get even more aggressive. Even though the Vod/Vz thing has no real impact to Vz's ops for at least several years, it does change peoples perception. Vod is almost every bit as much of a threat to the Q as is Nok imo. Vodaphone now has a presence in almost every key spot on the globe. Gent is indeed achieving his vision (even if the stock price is not <gg>) -.problem is he may have backed the wrong technology <LOL>. As we know DoCoMo is also influential and will play a big part in the way things play out, but they don't have as much to lose if things don't play out the way the gsm crowd would like. Maybe the gsm camp feels that most of the L.A. migration decisions will go against them or maybe someone in Euroland is getting ready to bolt. On the cdma side of the ledger we have a white paper that makes a good case for tdma/cdma conversions, and we are starting to see the infra vendors more aggressively market the cdma solution. Bottom-line - cdma camp is executing, gsm/gprs/edge/umts is not. Cdma's time-to-market advantage increases.....will it be enough to counter those which just happen to currently have the "lion's share" of the market?........Stay tuned!

To: foundation who wrote (11674)	6/15/2001 10:34:49 AM
From: foundation	Read Replies (1) \| Respond to of 196633

Before it's lost in the clutter, why not speculate what it means that NOK will miss it's most recent self-appointed deadline - Q3 - for delivery of GPOS handsets.... It means that NOK's claims of millions of GPOS handsets sold in 01 is smoke. It means that, in all likelihood, carriers will once again delay launches for an indefinite period. It means that Christmas 01 for Guild vendors will be a fat lump of coal. It means that NOK is incapable of constructing viable, functioning GPOS handsets - and meeting even dramatically diminished performance expectations. It adds credibility to the prospect that GPOS technology is fundamentally flawed. It means that China and LA and Cingular are watching. Without a functioning GPOS, 3GSM Evolution will be a profoundly tougher sell in LA. It's one thing to buy into an untested,unstable Release 4 UMTS fantasy for the future - but the foundation for this illusion must be - at least - a viable GPOS now... It means Guild lies and deceptions will lose credibility. How will carriers believe there is anything other than desperation behind NOK's next deadline?? How long will NOK string the Street along before an announcement? How will they try to spin this failure? How will they try to claim, again, that they did not miss their deadline? In a ploy to try and retain credibility, is it possible that they will ship malfunctioning handsets - and blame carriers' networks for problems? I think so. I believe that we're in for some serious finger pointing between GPOS carriers and vendors. ---------- Nokia (NOK) 22.10 -1.49: Hearing that a major brokerage firm commented on NOK this afternoon, stating that the company is not even displaying its new GPRS handsets and will not deliver its first units in Q3 as a result; firm reportedly sees this as a negative for NOK and the industry as some operators might delay GPRS launches to wait for NOK phones. briefing.com