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

To: queuecom who wrote (25388)	8/9/2002 12:00:07 PM
From: limtex	Respond to of 197212

queq - "UMTS" is only dead in Europe.Europeans don't need mobile internet. I think its a cultural thing. Its just too complicated for the average European. All he needs basically is Soccer and the enjoyment that comes with living in the old World surrounded by all that culture and history. Forget about Europe in this equation. Asia, India, Australia and the Americas even Guatemala are about to part company with Europe so far as telecom services are concerned. Except for Europe, the Middle East and Africa the rest of the World is going to have and in fact now has 1X. That will produce an accleration in the distance between Europe and the US and will spawn new services and jobs and industries that the Europeans will not share in. Thats their choice they wanted to support the life style of the Finns. That was much more important to them than providing 3-G services to their people. They went into it with their eyes open. There is plent of opportunity for Q in the rest of the World. Best, L

To: queuecom who wrote (25388)	8/9/2002 12:03:46 PM
From: foundation	Respond to of 197212

re: recent reports that UMTS is dying ========== Due to massive spectrum fees and poor technology judgment, mobile Europe appears to be entering a period of protracted stasis. In its stasis, Europe will lose its voice. Contrary to popular perception, UMTSwCDMA was never intended to be a major component of 3GSM evolution in Europe - even under the best of circumstances - until well into the second half of the decade. In this regard, in the short to mid term, little has been "lost" as regards Q prospects due to current developments. Now - what will be gained? Mobile 3G progress in Europe is now between recline and decline. Until now, Europe's policies were perhaps the primary driving catalyst for global decisions on technology standards. A topical example of this influence is Korea. Not long ago, pressures from the "European Vision" prompted SK and KT to fight for asynchronous licenses due to the perceived imperative to participate in the UMTSwCDMA global mobile panacea. In a news release this morning, Korean carriers are calling wCDMA "worthless". If Europe continues to put the brakes on 3G development, will the remainder of the telecom world defer to Europe and stop in concert? In light of continued, chronic technical problems with the infrastructure... the handsets... the very standard - problems that ironically suffer from diminished prospects for solutions as development slows - will the remainder of the telecom world continue to defer to Europe's direction? Will Asia - where mobile data thrives - stall development and wait on Europe's technology choice? Why? Where are the benefits? Economies of scale? Roaming? Variety of handsets and appliances? Watch Hutchison. Watch China Mobile and Telecom when it secures a license. Watch as European carriers turn away from their conventional 3GSM vendors. Watch Vodafone buy GPRS camera handsets from Japan and complain of the quality of Nokia and Motorola services and handsets: their inability to meet schedules, their inability to integrate promised features and capabilities, their inability to solve simple handover. Europe's 3G slide may be Qualcomm's great gift.

To: queuecom who wrote (25388)	8/9/2002 12:07:57 PM
From: jackmore	Respond to of 197212

>>...how CDMA is going to escape this bind.<< One possibility would be to have China Unicom trial, then deploy GSM1X to alleviate coverage issues. China Mobile would then soon follow. Europe would get the idea about then. Estimated time to decision: one year from now. Driving force: Success of 1X in Korea, Japan, and U.S., coupled with a GPRS dud pretty much everywhere.

To: queuecom who wrote (25388)	8/9/2002 4:09:01 PM
From: Neeka	Respond to of 197212

I'm going to open myself up to criticism from robv for being one of those blind bulls that hypes QUALCOMM, but this is how I see it. I have been reading this thread for three years and so far the story from QUALCOMM has been honest and direct. The information here has helped me to understand every (I admit that I was almost totally technologically illiterate but that hasn't stopped me from learning and understanding the picture as a whole) aspect of what is taking place in the world of wireless telephony. The discussion here and on other Q threads has been analytical and thorough. For anyone that has followed this industry for as short a period of time as I have, and NOT understand current circumstances, well, I can say that I am sorry because it has been very educational and easy to understand. IMO it's just starting to get interesting . Many of the contributors have predicted the slow uptake and possibly the demise of UMTS. But, what is the reality of CDMA 2000 QUICKLY generating business with any GSM/GPRS operators?? How about an official UMTSwCDMA death certificate? It seems that recently we have seen a lot more posts indicating that the patient is ill. Perhaps so ill that this time we could be closer to the last gasp than we know. From the Electronic Times "hot potato" article: The telecommunications industry sees that wireless telecom carriers are intentionally deferring the investment to maximize their profits for a couple of years in the profitable 2G service, so that they raise the issue to justify their procrastination. I used to call it W(whatever that is)CDMA. I think the above referenced paragraph defines it best. etienglish.com It seems to me that GPRS will be a holding action for the next few years and thus put a cap on CDMA growth for the foreseeable future. A cap on CDMA growth? Where? In Europe, Africa? If they want to use GPRS it is a free world. They can wait in line for their long turn to use what data (if any) they can download while other companies/countries that have chosen the other CDMA path for their users zoom past them on the wireless information highway. For the average person that uses CDMA, it won't matter. They won't be aware of the distress across the big waters, and wouldn't care either. Oh I suppose there could be angst for some. (CEOs of big Euro telecos.) <G> Roaming agreements will allow those living in the ring of fire to communicate freely. That is a big world with a huge population. Europeans will be left out or capitulate. At this point I personally don't care. Unless someone can shed some light on it I don't see how CDMA is going to escape this bind. IMO, CDMA isn't in a bind, it's the other way around. BWTHDIK M