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

To: samim anbarcioglu who wrote (22388)	5/9/2002 12:06:01 AM
From: pcstel	Read Replies (3) \| Respond to of 197009

samim: As Maurice says: " Maybe their strategy is to continue to delay CDMA to maintain their pre-eminence in GSM. The last thing they want is reduced W-CDMA royalties and a sudden market for the stuff to replace their 40% GSM market share. " WCDMA has always been used as a delay factor. Back in late 1998. Lucent was really pushing Latin American operators to CDMA (with financing). The Chinese were talking turkey about a nationwide CDMA network. WCDMA became on overnight "standard". It's not the crappy narrowband CDMA. It's Wideband CDMA. The promise to all the operators. Chose GSM now and you are going to get easy upgrade to 3rd Generation systems that are now the World Standard. At least ETSI says so. So the GSM buildout continued in China! All the time. The Delay game was in full swing. VW-40 as Maurice called it. The new game is GPRS. And they will dealy WCDMA until they can scrape all the GPRS business they can. Sooner or later they will throw their hands up and claim it is Qualcomm's fault because the cost is too high! Decide WCDMA is dead. And tell all the 3G spectrum holders to just deploy GPRS in that 3G spectrum. After all. If FOMA is 3G, then GPRS is also 3G. The longer they delay. The better for them. PCSTEL