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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 (30469)	12/27/2002 9:37:18 AM
From: talksfree	Read Replies (1) \| Respond to of 196710

First, the news is really a non-event. AT&T has been moving strongly to EDGE for some time. It never realistically expected to deploy the WCDMA network in June of 2003, or else it would not be devoting so much time to GRPS deployment and EDGE development. My quess is that, until WCDMA is commercially deployed across the globe and "works", we will never see anything other than minor deployments of WCDMA. The public announcement has more to do with the specifics of the AT&T/DOCOMO deal (and placading shareholders) than it does with the real world aspects of a WCDMA deployment. Second, Sprint and Verizon (more so) have real spectrum limitations that would preclude them from expecting or wanting to take over all of the AT&T/Cingular subscribers. They are focusing on steading and sustainable growth until the spectrum issues are resolved. IMHO Bob

To: Ramsey Su who wrote (30469)	12/27/2002 10:32:39 AM
From: saukriver	Read Replies (1) \| Respond to of 196710

When has Sprint targeted to deploy Release A? That should draw a sharper contrast between what Sprint is doing and what AWE, Cingular, etc. are not.

To: Ramsey Su who wrote (30469)	12/27/2002 10:46:37 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 196710

Ramesy, In response to your questions, these are my thoughts- You’ve got to give AT&T credit as they appear to be PR and marketing experts at turning a big negative into a positive. The markets now days are extremely concerned with high levels of debt and capital expenditures. AT&T has managed to turn the overly and continuing bad news regarding the WCDMA technical problems and significant deployment schedule slips into the GOOD NEWS that for the next year of so they won’t be required to spend CapEx on WCDMA and even when they do it’ll only be in Portions of 4 Cities rather than 13 of the top 50 markets. Further, these delays won’t even effect their DoCoMo contract stipulations. It is also very “interesting” that the “analyst” community and the financial media “journalists” (so far) are giving AT&T much slack by letting them skate by parroting their reason for doing such- “uncertain demand (for data services)”. Also, in the various articles, little if any mention was made regarding the competition and their current commercial deployments of 3G CDMA2000 with over 25 million world wide subscribers do date. You’re right in that Verizon and PCS appear to be moving too slowly (for the kill) for us Qualcomm/ CDMA devotees, but as CFOE has mentioned, the uptake (progress) for the Korean carriers after their initial 1X launches appeared agonizingly slow for us at that time. Hopefully, as 2003 progresses the differentiation we’ve been waiting for between 3G CDMA2000 and UTMS will become apparent to most including the those in the brokerage “analyst” and financial media “journalists” communities. Jim