To: Art Bechhoefer who wrote (18116 ) 1/14/2002 12:32:37 PM From: JohnG Read Replies (1) | Respond to Just listened to the NXTL conf call on NXTL/QCOM/MOT agreement. The analyst seem baffeled at why QCOM and MOT would include NXTL in this agreement. To me, it seems clear that QCOM has the oportunity to give many of the companies and countries that adopt CDMA2000 a better value proposition, lower churn and an increase in ARPU. QCOM will thus strengthen its customers who in many cases are competing with strong established competitors. By strengthing its customers finances, QCOM is strengthening itself. Further, it gains an alliance with MOT and NXTL in promoting this new service. A not so small indirect benefit is that this service will be running on BREW -- thus BREW adoption is strengthened. I can see the CDMA operators in Aus/NZ, Japan, China and India adoption this to enhance competative advantage. Further, here is further justification for governments to switch Dauphine in Britain and France from a failed tetra emergency system to a CDMA 450 Direct Connect system that really works. Clearly Euros have nothing even close to rival this product for business and epergency roaming.
