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

To: foundation who wrote (20613)	3/21/2002 7:45:30 PM
From: Dennis Roth	Respond to of 196644

Benjamin, Cingular and AWE have been told by their vendors that soon all the GSM/GPRS handsets will be GSM/GPRS/EDGE sets and all multi-mode UMTS sets will support EDGE. So Cingular and AT&T still argue that they will benefit from economies of scale because of all the GSM/GPRS/EDGE handsets made for the European and World Markets. Maybe I missed it, but I don't remember seeing any announcement of a firm commitment by any major European operator to implement EDGE, at least not by 2003. So why would these vendors make GSM/GPRS/EDGE handsets for the European market ahead of the networks? It has been more common with new cellular technology for the networks to built first and the handsets to be late. The EDGE infrastructure is for real. AT&T will have enough EDGE basestations installed by 4Q this year to do some kind of launch of EDGE if they have enough handsets. I do not buy the economies of scale arguement for EDGE at this time. They need to entice the Latin American TDMA operators and the Euros to join them them on their EDGE path for the economic arguement. There was a lot more real 1X-DO demonstrated at the CTIA show than EDGE. If AT&T is to launch more than just EDGE basestations in 2002, I think there would have been more working EDGE stuff demonstrated.