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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: pcstel who wrote (106331)	10/6/2001 10:39:40 AM
From: Jon Koplik	Read Replies (2) \| Respond to of 152472

pcstel -- I am about to put you back on "ignore," because all I have seen in the past less than 24 hour period of reading a few of your posts is : endless twisted logic, desperately trying to come up with : And, THIS (if it ever happens) (and, if it makes any sense at all) ... would be bad for Qualcomm. Both my wife and I absolutely assume you have "an agenda." But, we still are not sure exactly what it is ... I will spend some of my time de-bunking your post that I am responding to, before placing you back on "ignore." Re : <<"Just look at Nextel !! Here was the case everyone was waiting for.. VZ and PCS had deployed CDMA and lowered pricing to a point that Nextel had to stay competitive by lowering pricing also. Nextel realized they would lose the war on a capacity basis ... So they finally yelled "Uncle" and planned a 1X overlay. This was CDMA's crowning achievement. Then they looked at what the commoditization of wireless had done to their business, and decided that the costs of further high cost network improvements might be detrimental to their company's future. So they have opted out for less costly upgrade path to try and increase their wireless voice capacity !">> My analysis of Nextel -- Nextel will most probably fold in a few years. They use a technology that does not work too well. They are depending on Motorola for technological innovation, and ... on-time delivery of that technological innovation. They are extremely "isolated" regarding the whole issue of roaming, multi-whatever ASIC chips, etc. They are financially stressed. The fact that did not go directly to Qualcomm's 1X technology right now just indicates (I think) how financially stressed they are. Jon.

To: pcstel who wrote (106331)	10/6/2001 12:14:56 PM
From: grinder965	Respond to of 152472

pcstel, Once again you show why "Reading Comprehension" is not one of your strong suits! Is it any wonder that you consistently arrive at the wrong conclusions? If you re-read the first three words of the first sentence I wrote, you'll see I was referring to "Wireless voice services" and not data. Wireless data and location services will be very big! That's not a matter of if but when. Until it does, we will just have to disagree on that point. Re: the financial health of the service providers, you need to re-think the conclusions you've drawn. In those markets where adequate competition exist, there will no doubt be winners and losers. The largest single variable that will determine the winners is their cost structure. The single largest variable in determining their cost structure will be how efficiently they can use that finite resource which is their lifeblood, i.e. -Spectrum. Yes there will always be politics to overcome, but when it comes to using spectrum efficiently, whether it be voice or data, all roads lead to Q. Re: Nextel. Who knows what they are really thinking. Imo if they don't embrace cdma2000 soon, they will, in the long-run, be regulating themselves to the scrap heap of unmarked graves for wireless service providers. At best they will be a niche player for the next 5 years or so. To bank on batwing getting you a doubling of voice capacity by 2003, seems to me an extremely risky proposition and may, by then, be too late anyway.