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

To: pyslent who wrote (33163)	3/5/2003 7:44:42 PM
From: kech	Read Replies (2) \| Respond to of 196658

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. Nextwave does enable the GSM players to get a data solution. But as far as Q is concerned, it opens up all the T-Mobile, Cingular and ATT customers to buy MSM6300 chips from Qualcomm. Not bad! And probably the high end customers to boot, buying expensive smartphones, or as MQ would say, Cyberphones (is there a trademark on this like the Anita@ phone?). But even if this happens, Sprint and Verizon still have more flexibility to use Nextwave than the GSM providers. As soon as a channel gets filled in a region where they have extra capacity, they can build an EVDO network and stop paying Nextwave for that part. They can then rent the capacity for any demand above a channel. This flexibility is not available to the GSM providers who are committed to using EVDO from Nextwave until they build out GSM1X.

To: pyslent who wrote (33163)	3/5/2003 8:35:13 PM
From: Kayaker	Respond to of 196658

I think its fair to say GSM can hold its own against CDMA 1X on the voice side If GSM in Europe will be phased out in 5-7 years, you think it will still exist in North America? Starting 2008 the GSM licences are going to start to run out. In Europe there won't be any GSM or GPRS services around in 2010." Kyas believes operators will not pay to renew GSM licences when they have paid large amounts for 3G. #reply-18537517

To: pyslent who wrote (33163)	3/6/2003 10:56:51 AM
From: Maurice Winn	Respond to of 196658

Hi Psy. <Then it's just a matter of GSM voice against CDMA voice, a battle that has been fought out to a standstill.> It's not really a standstill. But most importantly, the rules are changing. There's a large scale price war looming. How will the GSM providers go with unlimited voice for, say $30 a month? How about $20 a month. Or maybe $10 a month for all you can eat voice? When investigating building a network here, we realized that the GSM Guild is cornered. They don't have the capacity in the spectrum and have higher costs per minute. They can't just increase voice to 1100 minutes per month [which is what people use when they are unrestricted as shown by Leap's minutes of use per person] without building out a lot more capacity and picocells. Building out a lot more costs a lot of money. The GSM Guild did have the advantage of cheaper and better handsets for a few years, but that advantage has gone. Their photo or video phones can't go as quickly or cheaply as CDMA. Their phones cost more. The cusp has been reached. Bring on the price wars for minutes and megabytes. This is where CDMA comes into its own. What you say is true - that with multimode phones, NextWave will enable the GSM Guild to offer fast data. But that won't help them with the voice price wars, which will dramatically increase the number of phones sold. Meanwhile, the GSM Guild will have to buy cyberphones with those radioOne, super-duper little multi-mode, multi-band GSM/cdma2000/DO/GPRS/W-CDMA/802.11b ASICs. That means, all phones would have QUALCOMM ASICs. Oh my!!! A voice price war, a data explosion and everyone has to have a QUALCOMM ASIC. Drool, slobber, grin, giggle.... Actually, this is insomnia writing [4.44 am] so I'm probably dreaming and in the morning CDMA will have been just my imagination and it's really still 1964 and my bike's got a flat tyre in the rain. Mqurice