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

To: Jack Bridges who wrote (25931)	8/22/2002 8:35:47 AM
From: foundation	Respond to of 196781

re: The mood is changing. ========== Jack, Hutchison is now in the spotlight. With an firm October launch date, it's all on the line. Like minority partner DoCoMo's FOMA debacle, I think it unlikely that chronic technology problems will impede Hutchison's debut. Too much at stake. Too much face. DoCoMo has claimed (hoped) that lack of backward compatibility is a core problem behind FOMA failure, so buggy Hutchison dual modes may test that theory. NTT's and Hutchison's shared vision is - was - to crash Europe's closed market... its incestuous government-carrier-vendor fraternity, with first to market services. But 3G promised cheaper services... cheaper capacity... cheaper data. UMTSwCDMA may be many things... Inexpensive is not one of them. Perhaps Spain’s Telefonica said it best: Europe’s 3G standards do not allow a system that is stable or cheap enough to compete with existing technologies. Message 17899025 Will Hutchison provide UMTSwCDMA network business failure #2? Will this put the lid on further Euro carrier UMTSwCDMA prospects? Will pundits blame failure on no Euro market for mobile data? While reading this morning's PR on Samsung's new evdo handsets, it's hard not to mourn how differently Europe's 3G season might have evolved... evdo does everything 3G was dreamt to do - now - with network stability and technical precision. Remarkable. Ben

To: Jack Bridges who wrote (25931)	8/22/2002 5:20:42 PM
From: Maurice Winn	Respond to of 196781

Hi Jack, re: <As reality has struck, many insurance companies would be broke today if their regulators had not lowered the solvency standards to match the debacle in telecomm share prices resulting from ill-conceived auctions. ... Questions are being raised as to why the same telecomm geniuses and regulator geniuses who created this mess are now losing further ground to the obvious progress in Asia and America... > The auctions were brilliantly conceived and did just what they should do = extract most money from the companies which wanted to profit from a publicly-owned asset. The telecom geniuses were the ones at fault. They had all the information about technology, with promises from the GSM Guild about what wonders awaited in VW-40. They bid to da sky! Ooops! Now, the governments can buy the assets of the silly bidders for pennies on the pound = buy the spectrum back for a tiny fee. Many of the employees can stay in their jobs. The shareholders suffer the consequences and that's our job as investors - to back the right people [like Irwin Jacobs and Bernie Schwartz and win or lose a fortune]. Shareholders bleating about loss is unseemly [unless there was fraud or theft in which case there are laws to handle that]. You are right about the regulators who insisted on a Eurostandard as they do for so much, from banana bend, to beer foam and diesel cloud point. The regulators are the bad guys. Specifying VW-40, hoping for a repeat of their luck with GSM as a Eurostandard. Oops. So, change the regulations so any technology can be used in any spectrum, buy back the assets of those failing companies if they go bankrupt, put those assets [spectrum etc] up as shareholding in new companies. Start business as cdma2000 operators. When the business is booming, start selling the shareholding. Or, just start rolling out GSM1x in existing GSM spectrum. Which would save a fortune. Mqurice [waiting for spring ... sick of wet, dark, cold ....]