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

To: Ramsey Su who wrote (25232)	8/5/2002 11:40:08 AM
From: Ramsey Su	Respond to of 196498

newsalert.com ring of fire getting bigger.

To: Ramsey Su who wrote (25232)	8/5/2002 11:49:27 AM
From: Clarksterh	Read Replies (1) \| Respond to of 196498

Ramsey - The MS Article is interesting, but still has a lot of fairly extreme errors which make all of the data suspect. The biggest of these is the expected CapEx for upgrading AWE vs Sprint: AWE Sprint GSM/GPRS Overlay $2.75B 1x upgrade $0.8B EDGE $0.45B 1x- rel A $0.0B WCDMA Overlay $1.2B 1x-EV $0.8B Even on the surface this is ridiculous - the overlay of W CDMA is going to be less than going to GSM? And the upgrade to EDGE, which is a standard not yet finalized so the existing GSM equipment cannot possibly do it without hardware upgrade, is less than the 1x upgrade? Both of these are almost certainly very significant errors, but in addition I strongly suspect that the GSM/GPRS upgrade cost is a significant underestimate, especially for a TDMA vendor such as AWE. Clark