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

To: Ken S. who wrote (31378)	1/19/2003 9:39:37 AM
From: drbee	Respond to of 197209

French company with a "B" - ?Bouygues

To: Ken S. who wrote (31378)	1/19/2003 9:53:08 AM
From: kech	Read Replies (1) \| Respond to of 197209

Right it must be Bouyques Telecom. gsmworld.com It is hard to understand though how a telecom without 2.1 ghz spectrum could adopt GSM1X though since they can't do it in the 800 mhz spectrum which is designated for GSM. Ah but I see from the link above that Bouyques has 1800 mhz spectrum and so it isn't constrained, possibly, the way the other European providers are with their 800 mhz spectrum. Most of the guessing since Cannes last year has been that a European company could put 1XEVDO in 2.1 ghz spectrum if they wanted or even GSM1X because this spectrum can be used for any 3G technology. However, one problem is that they already had to say which technology to use, Bouygues hasn't made this statement though since it has no spectrum at 2.1 ghz. The questions is what regulations are there for the 1800 mhz spectrum, and how do they differ from the 800 mhz spectrum and the 2.1 ghz spectrum? Quite a riddle to figure out what is going on even if there is fire with this smoke.

To: Ken S. who wrote (31378)	1/19/2003 9:55:14 AM
From: John Biddle	Read Replies (1) \| Respond to of 197209

The same company, he says, targets the youth market in France. His bet was that this company was going to introduce CDMA across France. This is great, and your detective work has paid off well with an answer that correlates closely with the Andy Seybold datum about 3 European companies trialing GSM1X. My pessimistic side keeps bothering me, though, about the fact that CDMA is not allowed in 2G spectrum in Europe by law. Since a GSM1X implementation would not in any way diminish the ability of GSM users to roam seamlessly as they do now, it might be possible to get approval to do this, but it's far from a sure thing. Like most on this thread, I see this as an opportunity for European nations to help get themselves out of their existing telecom quagmire without having to admit anything about less than prescient actions in the past. They won't be taking a stand for one technology over another, they will simply be allowing companies to take risks with their capital and profit or loss based on how they do in the marketplace. Without hobbling existing subscribers they can, by allowing for GSM1X overlays, create an alternate path to the 3G world they've sought for years. By recommending, or maybe even demanding dual mode phones, to "protect" the new users from naively buying a CDMA phone that won't work everywhere, they could ensure that no user would suffer from the telecom standards fight that would ensue. But just because they could do this doesn't mean they will. After all, we've seen them make less than ideal decisions before.

To: Ken S. who wrote (31378)	1/19/2003 10:08:55 AM
From: Jim Mullens	Read Replies (1) \| Respond to of 197209

Ken- Thanks for your insight and keep us posted. I wonder how these GSM1X trials are kept "secret" and "secret" from whom? You would think folks in the trade would be aware of what's happening with the various carriers and networks. And, if it is being kept "secret", is this because of potential repercussions from the GSM cartel or just a carrier trying to the jump on the competition, or both? Sounds like Bouyques could be a large conglomerate like Reliance. Now, the Reliance model in France and Europe could prove "interesting" THE BEST IS YET TO COM