Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Art Bechhoefer who wrote (16479)	11/9/2001 10:27:38 AM
From: slacker711	Read Replies (3) \| Respond to of 196984

This is definitely a poor decision that must have been politically motivated, helping poor struggling companies like AT&T Wireless. (I'm serious. They're struggling because they're so stubborn in sticking to outmoded technology, and so intent on refusing to adopt newer, more efficient technology.) I am not sure how the entire impact of the decision is going to play out....but in AWE's case they have NO CHOICE but to upgrade to W-CDMA. This was part of the $10 Billion dollar investment made by Docomo. I havent read their filings in a while....but I dimly remember that if AWE didnt meet some of the goals that had been agreed to that they would have to buy back the Docomo stake. The removal of the spectrum cap will probably increase the speed with which AWE is able to move to W-CDMA. It takes a huge amount of spectrum in each market to make that transition. Slacker

To: Art Bechhoefer who wrote (16479)	11/10/2001 3:44:20 PM
From: Keith Feral	Read Replies (1) \| Respond to of 196984

VOD is probably pleased with the decision too. They have 5 MHZ spectrum in Europe and need a roadmap that will allow for a full blown 5 MHZ CDMA2000/WCDMA network. This is what the Koreans are planning for their 3G CDMA2000 network upgrade from 1.25 MHZ spectrum to 5 MHZ CDMA2000/WCDMA networks. Personally, I don't care what the flavor of CDMA so long as we get some high speed CDMA data products on the market. I just bought a CDMA modem from PCS for my Sony Vaio laptop. It delivers 56 kbps wireless internet. We'll see how it works!! What's the point of setting up a 502.11B home kit when I want to use my laptop when I am at work, vacation, and home. The additional hardware for a home network is really kind of silly. I hope that PCS can start doing a better job marketing it's wireless ISP services.