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

To: kech who wrote (33166)	3/5/2003 7:48:48 PM
From: mightylakers	Read Replies (1) \| Respond to of 196663

to buy MSM6300 But, but 6300 has no DO in it.

To: kech who wrote (33166)	3/5/2003 8:08:57 PM
From: pyslent	Respond to of 196663

This flexibility is not available to the GSM providers who are committed to using EVDO from Nextwave until they build out GSM1X. Tom, agreed, that's one advantage that CDMA 1X operators will always retain. IN response to your second point, I wouldn't anticipate that the the GSM providers would ever convert to GSM1X, since GSM + a parallel EVDO offering seems to be sufficient for the foreseeable future, to the extent that GSM is sufficient for voice-only. To this latter point, I submit that there is ample historical vidence that GSM can compete effectiely with CDMA1X on the voice-only side (at least to date). 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! I would have preferred if those carriers had been forced to build out wCDMA or GSM1X in order to get a competitive data offering. Then they would have encouraged their customer base (including voice-only customers) to make the switch to maximize the extra voice capacity they would have gotten as a byproduct. With the Nextwave piggyback arrangement, only their so called cyberphone-toting customers would end up leading to royalties and ASIC revenue to QCOM. Voice-only customers may remain GSM on those carriers for the foreseeable. Course, as Jim Mullens suggests, they might end up being msm6300 customers anyway <ggg>.