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

To: amseybold who wrote (26128)	8/27/2002 2:07:44 PM
From: Eric L	Read Replies (1) \| Respond to of 197281

Andy, << GSM 1X works >> Where? - Eric -

To: amseybold who wrote (26128)	8/27/2002 2:17:39 PM
From: qveauriche	Read Replies (1) \| Respond to of 197281

Andy -your point about Flarion's trial with Nextel raises unsettling questions. We are having a bit of a discussion on another SI QCOM thread (Coming into Buy Range) about the suitability of OFDM for mobile systems and the consequent competitive threat it poses to CDMA. George Gilder recently weighed in with his opinion on his message board as follows: "Flarion is no threat to Qualcomm. It is multitone DSL in the air. So is 802.11A and G, the advanced WIFI variants. It's the same technology that the Bells use over twisted pair wires. It will be worse in the air. If you are starting a new network, it will offer more bandwidth cheaper than CDMA. But it lacks the robust voice capacity and coverage, and it will entail entirely new handset and NIC (network interface card) technology and new basestations. Despite possible advantages for fixed applications, Soma didn't choose OFDM even for portable wireless. Using adapted Qualcomm technology instead, Soma won a deal with NTT to be deployed all over Japan as the advanced portable (not mobile) wireless data solution. Think Drucker's Law. You cannot displace an entrenched technology unless you are tenfold better. Flarion may well not be better at all. Why on earth would anyone use it, except as a way for Europeans to save face at large expense? As Essex's Opera shows, CDMA itself has large upside possibilities for broadband." --GG The Nextel trial suggests otherwise. Would you care to provide us with your views on the subject?

To: amseybold who wrote (26128)	8/27/2002 2:23:53 PM
From: pcstel	Read Replies (1) \| Respond to of 197281

and I believe that Nextel may not be as committed to 1X as they once were--they have trialed Flarion's stuff with a lot of success--having said that I believe that once BS is free of Cingular they will go after Sprint (all of it) and/or just the PCS part of it--it fits better with what they are doing in LA If so, would this change the QChat agreement with Qualcomm? Or maybe it is a mute point anyway with the promise of Winphoria? In addition, what would the BS acquisition of PCS, have on the affiliates? Some of the affiliates are trading (Market Cap wise) lower than BK Globalstar. If BS wanted to rid itself of Cingular, Then would BS commit to the acquisition of VoiceStream? Seems to me the quickest way to reduce competition in the Nationwide providers is to create less of them. I personally like the idea of a AWE Voicestream merger, followed by reducing Cingulars availability to the networks that allow them to market themselves as a Nationwide Carrier. If you could force the otherwise quasi-nationwide providers who claim they are nationwide back into regional players. Then you are down to only 4 Nationwide providers! Regards, PCSTEL