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

To: quartersawyer who wrote (32375)	2/13/2003 10:25:07 PM
From: q1000	Read Replies (2) \| Respond to of 196546

Thanks, chapq. I notice that the same page to which you linked shows CDMA at only 4.49 million subs at year-end. Does the 38.6 million GSM figure also exclude GSM operations by the parent or affiliated companies? But even 38.6 million is a big number to address for the MSM6300 - that's more subscribers than Verizon and Sprint combined if memory serves. I also like to focus on the figure in Don Mosher's recent post - that Unicom knows that it can hold only 80 million GSM users in its 80 MHz of spectrum but by splitting the spectrum 40-40 between GSM and CDMA, it could carry 40 million GSM and 160 million CDMA users. Even though Qualcomm estimates that 2003 handset sales in China will be 90% new subscribers, one would expect a large migration of GSM subscribers to 1x or to GSM/1x (in MSM6300 based handsets) to start taking place toward the end of the year and into 2004. I continue to be intrigued by these implications in light of the quote from the China Unicom CEO regarding the 1x/GSM world phone, referenced in my London meeting notes, "This chip puts the wings on the tiger."