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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 (11999)	6/24/2001 9:37:04 PM
From: limtex	Read Replies (1) \| Respond to of 197001

BG - I agree. None of us should be lulled into a sense of comfort byt the decsion of the Court. The Europeans will right now be working out a strategy which could include all sorts of legal and political pyrotechnics. We will be amazed and surprised by their upcoming response. My guess is that it will be a show well worth watching and of course the first thing they will want to do is to head off any feling around the telco world that Q is going to get any benefit out of this. We can expect all sorts fo FUD on that very quickly and it will take a bit of the fizz out of the stco kespecailly as we head towards earnings. My guess is that T, Cingular and VoiceStream will also be pretty upset. I'll be there were many people in the office over this weekend hwen they would sooner have been at the beach. BTW do we now know that the pop was caused by court decision or is there any feeling that there is something else? Best regards, L

To: foundation who wrote (11999)	6/25/2001 5:30:04 AM
From: Jack Bridges	Respond to of 197001

" And wCDMA/UMTS success will not speed the construction of full-scale networks. wCDMA/UMTS success will only reinforce and confirm the viability of 3GSM evolution. Short and mid-term plans for UMTS networks are small scale, selected applications - and as much for bragging rights as function. 3GSM plans first include selected GPRS coverage for business data needs. Then plans call for widespread GPRS, including services targeted at consumers. Then for some there is EDGE for higher data rates - in targeted regions, as needed. (And NOK is pushing this much harder now for all regions.) Then there is small scale UMTS in selected regions for business. Then finally there is growing UMTS networks for consumers - in selected markets - as required.... Successful, bug-free wCDMA/UMTS technology tomorrow will not alter this map - only assist in confirming its viability - and strengthen the confidence of carriers wed to the evolution." Ben, I wonder if the full-page ad in today's IHT might affect your analysis. It starts of: "Imagine instant access to tens of thousands of sites with the press of a button on your compact cellular phone. This is exactly what NTT DoCoMo - Japan's leading mobile communications operator with over 36 million subscribers - provides 23 million i-mode users in Japan." Later: " over 90% of i-mode subscribers access an average of 11 sites per day." The FOMA logo appears at the end, with a footnote: "FOMA (Freedom of Mobile Internet Access) is the name used in Japan for NTT DOCOMo W-CDMA services." I also wonder about the purpose of rubbing this message under the noses of disenchanted European investors and regulators at this particular point in time. The plot thickens.

To: foundation who wrote (11999)	6/25/2001 10:04:29 AM
From: carranza2	Read Replies (3) \| Respond to of 197001

It's important to remember that we're all on the same side here, though perhaps we disagree as to whether Q's fortunes are more closely tied to royalties from UMTS or from implementation of CDMA2000. I have unfortunately seen no GSM carriers take any steps towards switching to Q's proprietary 3G technology. At the same time, I've seen them sign lots of UMTS contracts. It appears that the UMTS migration path is one which is being overwhelmingly adopted by GSM carriers. This is where your thesis breaks down. There are lots of non-European GSM carriers, none of which so far have gone our way. I also can't recall any TDMA carriers adopting the CDMA2000 migration path, though the jury is clearly still out on that point. Hope you are right and I'm wrong.