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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: A.L. Reagan who wrote (13555)	7/11/2001 5:49:33 PM
From: carranza2	Read Replies (1) \| Respond to of 34857

The biggest downside to the QCOMmers is if GPRS has an extended life and somehow the TDMA'ers end up with EDGE. I'm terror-stricken by the prospect that the Euroserfs are so telecom-challenged that not only will WCDMA be delayed, but some mutant, toxic form of GPRS barely faster than GSM will be implemented then planted for years before they get to UMTS. I suspect that Q would lend a helping hand, but you never know, these guys are experts at keeping the fences up and the backyard protected while everything within it turns to crap. You know, the Old World siege/put-a-moat-around-it-maybe-it-won't-harm-us mentality as opposed to the wide open spaces brimming with opportunity vision in the U. S. By the way, I think we can moan and groan all we want. It's the players, not us, who have to keep a game face on, and ignore the taunts because your enemy might be your friend tomorrow. I'm definitely trying to figure out a way to make some cash. Should have shorted Nokia. We get to call 'em as we see 'em. And it ain't a pretty sight.

To: A.L. Reagan who wrote (13555)	7/11/2001 6:07:08 PM
From: foundation	Read Replies (1) \| Respond to of 34857

"..And why the hell would it not be in QCOM's absolute best interest to encourage the vendors and carriers supplying those hundreds of millions of GSM subscribers to adopt some form of CDMA sooner rather than later?.." ---------- Respectfully, you don't grasp the situation. 3GSM is a process - an evolution. With a timetable. Perfect, functioning UMTS technology today would not alter this timetable - it would only assure 3GSM carriers of the viability of 3GSM evolution. First there is GPRS, EDGE...... and now EGPRS <g>. For a protracted period - until at least mid-decade - UMTS network development will be, at best, incidental to 3GSM. And even then it will be selectively built and offered to specific target populations and geographic areas. In the nearer term, networks will be primarily for PR and bragging rights - as well as addressing voluminous, overwhelming bugs, including the biggest roach of all - asynchronous handover. Q has estimated approximately 10M wCDMA/UMTS users by, I believe, 2005.... and the majority of these will no doubt be found in Asia.... Q understands the process of 3GSM evolution in making this projection. If you wish to see faster cdma2000wCDMAUMTS evolution - you will find it in only one place - GPRS failure. And you may well be in luck. ---------- On another, though related topic, read MOT's earnings release..... and try to find "GPRS" mentioned..... anywhere.... And MOT has the only GPRS handset available - think they'd be bragging... <g> biz.yahoo.com regards, ben