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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: limtex who wrote (121047)	6/27/2002 8:29:18 AM
From: Art Bechhoefer	Respond to of 152472

>>As for the Europeans there isn't one country with 3G in it today.<< Except for Rumania, using the 450mhz band and CDMA2000. Art

To: limtex who wrote (121047)	6/27/2002 9:06:20 AM
From: LarsA	Read Replies (2) \| Respond to of 152472

limtex, you wrote: "Although I distinctly remember Dr Jacobs saying" etc - if this is what you remember: Message 15401419 "Dr. Jacobs said that 3G services were unlikely to be roll out until late 2004 or early 2005, in contrast to most European operators, who have previously suggested 3G will be ready from 2002 onwards." Then we still have some time to go before his "nightmare" comes true. This is only June 2002, you know. We have Finland rolling out after summer, then Sweden and so on. I'm not saying there aren't any delays - especially since operators in a few European countries overbid for spectrum but we have to put things into perspective.

To: limtex who wrote (121047)	6/27/2002 11:44:34 AM
From: waitwatchwander	Respond to of 152472

mistake if anything that we should all have realized wasn't the price I think the price of the market was a key ingredient to deployment delays. It brought the flow of capital to an abrupt halt. expecting 1X around the corner Do you remember Dr. Jacobs "no-brainer" words on this matter. I expect that those thoughts carried a lot of weight in the industry and were critical in driving the train off the tracks. Bell Canada Intl and Latin America best reflect the chasm between expectations and reality. It is most amazing that those stories never rose above the level of mystery and intrigue. A lot happens with this company behind the scenes. The connections which have most challenged my inquisitiveness have been Velocom, Nextwave, Global Crossing and, of course, Globalstar. And, I'm sure there are many, many more such connections which have and will, come and go without any of us knowing. Studying the tenure of Sulpizio is most eye-opening. Europeans Euroland is not data ... it is simply a matter of capacity. There is not enough with GSM and GPRS makes the matter worse. This is another "no-brainer" and you are right that it is proceeding like all "no-brainers". Patience is the only true virtue. huge technical feat that QCOM have had to achieve to get 1X up This sounds like Globalstar ... Scarry !!! Brew Brew is the first true "next generation" product to arrive on the screen. It is for the next generation (the under 30 crowd). Just like our parents drove the TV/Broadcast industry and we drove the computer/network industry, the current under 30 crowd will drive the wireless infotainment industry. We are lucky to have such a well funded group of nexgeners within the ranks of Qualcomm. Their effect is best reflected in the public actions of the Singing Schrock, a rock of the old generation. This is and will become ever more, the "exciting" area of the business. It is cdma of the 2010's. Digital Cinema is another interesting fork in our wireless pioneer wheel. Folks have yet to see the real drift of this initiative. It has more to with empowering the wireless class than the efficient provisioning of "scratch free" movies. This one hasn't even reach the stage of "the best is yet to come". It's is still technology (or industry) in definition. data volumes carried will increase massively as 1X spreads I don't believe this. However, from here on in we will see steady forward movement in all areas of the wireless industry. To get massive growth one has to have "excited masses". Irrespective of what Mq says, that is just not the reality. No doubt, Mr. Dow 20000 is excited and he may even consume mucho wacky wireless, but he, like me and you, doesn't represent the masses. As I stated before the "takeoff" of wireless data will only happen once the next generation takes control. In the computer industry, that took 10+ years. Were only one or two years into the game. Again patience is the order of the day. On the runway ... yes, but it is not a launch pad and even though Hubble has brought us some very exciting pictures, it takes a long, long time to get to the place were headed which is known as ... "Out of this World". FWIW, Trevor