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

To: Keith Feral who wrote (19590)	2/26/2002 8:55:10 AM
From: cfoe	Read Replies (1) \| Respond to of 196537

RE: GSM1X, thanks to all for quality of the posts - very educational and valuable. Now for one other idea about how GSM1X could play an important role sooner than we think. Couldn't Telephonica of Spain use a GSM1X enabled phone to allow roaming between Spain and Mexico? Would GSM1X make a deal for Pegaso even more attractive to Telephonica?

To: Keith Feral who wrote (19590)	2/26/2002 12:51:27 PM
From: Neeka	Read Replies (3) \| Respond to of 196537

Keith Feral or engineer, Adam Oliensis asked a very interesting question on another board. It has not been answered, so I thought that I would post it here and get some educated opinions. Would TDMA1X be possible? TIA M It strikes me that GSM 1x now makes it POSSIBLE (not a foregone conclusion) for GSM to MIGRATE or MUTATE into a CDMA flavor. Recent research has suggested that market share for 3g will be 63% by 2007 (up from between 13% and 19% CDMA now--all 3g is CDMA). I had been positing that CDMA market share would be 63% in '07 for my models. But now we have to re-examine. If GSM 1x is possible...how about TDMA1x? I don't know. Can anyone knowledgeable answer this? If this is possible, then the "broken business model" of TDMA carriers may well be addressed by such a migratory standard. And if so... It is quite possible that the move to numbers GREATER than 63% market share for QCOM's technologies will obtain by '07. The upside potential on the market penetration here is pretty stellar. The investment thesis for QCOM has been given yet another boost. Oliensis