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

To: Maurice Winn who wrote (33144)	3/5/2003 6:58:11 PM
From: pcstel	Read Replies (1) \| Respond to of 196656

There is no problem with getting voice service. There is a big problem getting mobile cyberspace service. Try telling that to Cingular and T-Mobile! Lots of customers want voice services that can't get onto their networks due to under capacity. Like it or not.. Their GSM networks are here to stay for at least another 7 years! If you look at other Auction 5 CDMA carriers like Metro PCS. aka General Wireless. They have found a booming business in leasing their excess spectrum to the GSM/TDMA operators. These guys already have 1X infrastructure and could deploy EV-DO at little expense if they saw this huge market reselling data services. Nextwave's resale data services are a bit like Globalstar. A build it.. and they will come concept! Network operators want to keep THEIR customers on THEIR networks. PCSTEL

To: Maurice Winn who wrote (33144)	3/5/2003 7:21:32 PM
From: pyslent	Read Replies (3) \| Respond to of 196656

The economic outcome might be for the GSM providers to go bust, Leap, Verizon, Sprint and co to fill the voice needs and NextWave to do the DO. Cingular and co are has-beens. There's no need to prop them up with more GSM in new spectrum. I think its fair to say GSM can hold its own against CDMA 1X on the voice side, if one looks at recent history. And now, Nextwave now plans to arm QCOM's GSM enemies with a competitive state of the art data service. GSM/GPRS with EVDO on roaming agreements with NEXTWAVE will be more than adequate to compete on every level with anything that CDMA operators can offer, especially if Sprint and Verizon end up buying data from Nextwave at the same wholesale prices as ATTWS/Cingular/etc. Then it's just a matter of GSM voice against CDMA voice, a battle that has been fought out to a standstill.