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

To: brational who wrote (19309)	2/20/2002 2:42:53 AM
From: Caxton Rhodes	Read Replies (3) \| Respond to of 196425

Interesting but I don't think Alcatel or Siemens has signed a license yet. Caxton

To: brational who wrote (19309)	2/20/2002 3:18:53 PM
From: foundation	Respond to of 196425

BRational - As a comment on your posts regarding Cannes and the state of affairs in Europe: ========== "..This week will see many announcements, demonstrations and boastful claims (vaporware and silicon castles) from all corners of the telecom and semi-conductor industry in conjunction with the 3GSM congress in Cannes. Qualcomm will be one of the very few with the real thing, especially in 3G, in CDMA2000 of course, but also in WCDMA/UMTS." boards.fool.com "... I'm also increasingly convinced Qualcomm will have a growing role to play in Europe.." Message 17072164 ========== I wonder if Cannes may be a turning point for European Carriers. As you speculated, traditional 3GSM vendors have little or nothing tangible to offer... at best only more promises and protracted deadlines... while Q displays superiority in all spheres. As with VOD - and now Telefonica Moviles, perhaps it's becoming clear that if carriers are serious with any flavor of cdma, there is only one credible source. 3GSM vendors labor to build an Open Standards coalition (wait till the real negotiations begin) for a technology they appear incapable of executing. It's rather like composing a symphony while lacking competency in music... Composer NOK works to stuff the Standard with its own technology, for which it has an advantage... But now all major vendors are plying their platforms - or rather hypothetical platforms that might exist at some point in future. While GPRS, a clear disappointment, languishes - there's nothing new even for GPRS at Cannes! - except Q ports BREW as an option for carriers left deceived and dry by their vendors... though it may not matter... ... as China Mobile has broken ranks with its public statement - that with even a modest trial network, their GSM network will require "many more new base stations to support GPRS". Message 17012536 Many European networks are certainly similarly congested to Mobile's, and Mobile's complaints evolved with only with a token trial audience... When will they let the elephant out from under the bed? Will additional cell stations be financially or socially possible in Europe? *When will European carriers make their* confession? Is this why GPRS carriers have dragged their feet?... hoping for a solution?... only to be mocked with EDGE - with its fantasy handsets and a greater need for additional cell stations? (And 3GSM vendors call these simple software upgrades. <g>) In light of these prospects, what light shines on GSM1x?** Imminent commercial 1xevdo can only add insult to Europe's misery. After Cannes, might Euro carriers conclude that enough is enough... that Godot is undependable, perhaps deceptive and borderline incompetent? ========== I think perhaps some may.

To: brational who wrote (19309)	2/20/2002 3:45:18 PM
From: Dennis Roth	Read Replies (1) \| Respond to of 196425

>>hmmm.. where's "open-everyting" Nokia? << Nokia has its own idea of how to acheive Unity and Openness. DPR Nokia Looking For 3G Unity library.northernlight.com Excerpt: In addition to the usual deluge of product announcements Wednesday that are standard at any industry convention, the wireless phone maker issued a call to other wireless equipment vendors to open up standards for interoperability in a wide variety of areas, preferably using Nokia's technology. Dr. J.T. Bergqvist, Nokia senior vice president, said compatibility is the key to wireless phone equipment success in the future, and wants to create "technology modules unit" that will use Nokia technology to create an open vendor platform for wireless, which will be sold to all equipment makers (including Nokia) on equal terms. "Nokia's strategy is to open the internal architectures for standard commercial components, thereby increasing efficiency throughout the industry and bringing consumers a wider range of new, exciting and affordable mobile services," he said. It's uncertain what other wireless equipment manufacturers think of this somewhat utopian vision for wireless products based on Nokia's existing technology. Officials said they have approached other companies to join the technology module initiative, but wouldn't tell whether the vendors were interested or not. === It's open if Nokia gets to lead.