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

To: Maurice Winn who wrote (14158)	8/21/2001 6:36:42 PM
From: John Biddle	Read Replies (1) \| Respond to of 197239

The long, long slow part of the bike race would be over and the sprint for the market finishing line would be fast and furious. Those lagging at the back will miss out. That's my theory and hope. Maurice I believe you have accurately summed up how the breaking apart of the GSM/WCDMA cabal will happen. Not being able to read the original article since I don't know any Swedish, I can only hope along with you that this is indeed the beginning of the end. If not now, however, then soon.

To: Maurice Winn who wrote (14158)	8/21/2001 9:43:13 PM
From: LarsA	Respond to of 197239

Mqurice, unfortunately for you my Swedish is still pretty good and I can't find any "fokusera" or "fokus" or "alla smaker" in there -but there is talk about a newfound bigger appetite for CDMA2000 because of China Unicom. And a couple of indications that they are leaving the "one and only way" of W-CDMA. The Ericsson guy in the picture heads their SD office (1500 employees!) and their new CDMA business division. He sums up his view (but it is my interpretation because they mix up the terminology a bit): W-CDMA infra/systems will take 80% and CDMA 20% of the world market respectively. Some Nokia guy is also interviewed and he's quoted as saying that they will concentrate on W-CDMA (which must be in reference to infra or it's obviously flat out wrong) because it will dominate completely. But that's their opinion - what do they know? There must be many other REALLY big, REALLY successful but alas, still unknown companies out there, installing 3G systems as we speak. <g>

To: Maurice Winn who wrote (14158)	8/22/2001 5:54:46 AM
From: pvmouse	Read Replies (1) \| Respond to of 197239

Cracking the Euro fortress involves passing three obstacles. The first is technical. CDMA overlays in GSM land is possible and now being pushed by CDG and Q. The second is executing the divide and conquer strategy. If ERICY breaks and runs to CDMA2000 in Europe then the rest will fall like dominoes. I believe the first two obstacles have been or very soon will be overcome. The third obstacle (the hardest) is legal/political. CDMA2000 must still be approved for the IMT2000 spectrum before it will be widely deployed in Europe. I imagine NOK will be able to keep the barbarians at the gates a while longer as long as they hold this key advantage. Any opinion on what's involved in changing the law here? PVmouse