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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 (25676)	8/16/2002 11:50:21 AM
From: foundation	Read Replies (2) \| Respond to of 197245

9. what do you get that you don't already have now? well, we will get back to you on that one. ========== Setting aside the problems of standard and technology maturity (it's not) costs (exhorbantly high, even if not including the unspoken forklift upgrade to Release 5) and very viability (technology does not appear to presently exist to address handover and energy drain limitations) - this is an interesting question, because it may be the wrong question. Similar questions have been asked of cdma2000 EV technology: What additional services are made available by 2.4mbs speeds that people want or need? I think the correct question is: What will people do with cheap data? Above all, the 3G vision promises cheap, abundant data. EV has proven this capability in Korea. It will be contingent on SK and KT to confirm that there is a market for cheap data in sufficient quantity to make the business case for global EV upgrades. Apparently KDDI is convinced. Ironically, wCDMA 3G data will be remarkably expensive when accounting all costs.. excessive infrastructure.. expensive, though buggy handsets.. spectrum.. royalties.. Where is a rational business case for its existence? And due to capacity constraints associated with GPRS - after it failed to provide the "free" data capacity vendors promised - carriers remain incapable of aggressively marketing 2.5G data with the goal of illustrating a potential data market in Europe, further irritating the dour mood. European carriers also appear incapable or unwilling to engage in another exorbitantly expensive round of 2GSM infrastructure upgrades (of questionable and unproven pedigree) in the quest for capacity to offer meaningful 2.5G data services. Mobile Europe enters a protracted period of stasis.