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

To: Ramsey Su who wrote (12465)	7/4/2001 12:11:38 PM
From: grinder965	Respond to of 197243

Gee Ramsey...of all days to put your thinking cap on. The Nokia news seems to have awakened some from their slumber. Although the Nokia news is great and will do wonders for the stock price over the near-term, the real news over the last 10 days is NextWave. Sure hope they are serious about building-out a comprehensive cdma network and feature hdr. If so it's all over in North America....cdma2000 will dominate. And if cdma2000 dominates in North America, it will dominate in South America too. With respect to the Asia/Pacific region of the world, China is, and always has been, the key......and in China, spectrum will become extremely precious and will have to be used very efficiently due to the shear numbers of the population that will be using wireless communication devices. Once again the advantage goes to cdma2000. Q has achieved much through its technical excellence and persistence in executing its vision very well. Nevertheless, if it weren't for the spectrum constraints in the US, the wireless landscape today would probably be evolving much differently. So in that regard, Q was on the receiving end of some very good fortune. Happy 4th to All

To: Ramsey Su who wrote (12465)	7/4/2001 3:28:41 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 197243

"Finally the difficult question, how much would the recent chain of events add to QC's top and bottom lines?" Very minimal impact near term, of course, perhaps a few pennies from China and NW, and MAYBE the beginning of infrastructure royalties from Nok by year end. But then where do we begin figuring the explosion that occurs sometime in calendar year 2002 and carries on from there? Does anyone have access to the model that Mark Roberts uses, and then we can improve upon it? That may seem lame, but it may make much sense to look at this from an "institutional" perspective, using a model made by a bull, which will likely be very conservative, but at least have an honest tone, rather than someone like Cabi.

To: Ramsey Su who wrote (12465)	7/5/2001 7:47:35 AM
From: Art Bechhoefer	Respond to of 197243

Ramsey, the issue of NextWave launching its own service, using the spectrum it bought at a bargain price, involves more than the bargain price. In order to run a telecommunications service, the provider has to sell the service in a way that will attract subscribers from other competing services. The provider not only has to install all the base station equipment but must attend to more mundane matters, such as monthly billings. All of this requires some expertise and hands on experience--not just cheap spectrum. My own feeling is that NW will consider leasing its spectrum to more experienced service providers, selling some spectrum outright to pay existing debts, and/or contracting with experienced service providers for a "turnkey" approach to operating. It is not clear to me whether NextWave really intends to build expertise internally to run the operation itself. I think leasing is the most likely alternative for at least a good part of the spectrum. I would not be surprised if companies such as Verizon would agree to an arrangement whereby Verizon provides the services under its name, and NW collects a fee for leasing the spectrum. I would also not be surprised if NW seeks to build its own CDMA service on spectrum that had previously been re-auctioned to companies like AT&T Wireless. Art