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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: kech who wrote (128854)	5/9/2003 11:52:32 AM
From: slacker711	Read Replies (2) \| Respond to of 152472

KDDI - If QSI had not threatened to bid on spectrum to launch CDMA in Japan, would KDDI still have gone CDMA? Now we have KDDI vs DoCoMo and KDDI is winning which has major impact and shock value as providers thoughout Asia consider their 3G choice. Cash is always a nice cudgel to have....however, the threat is usually better than the reality. I would have hated to actually see Qualcomm trying to operate a CDMA network in Japan. They do not have a particuarly good track record. Vesper - At the time, there was no CDMA provider in Brazil. Now there are many. Any connection? I dont think that the timeline fits your scenario. I couldnt find the exact date of Qualcomm's investment in Vesper, but here is the timeline of their bidding on spectrum and the launch of services. qualcomm.com Vesper, Latin America''s largest competitive local exchange carrier (CLEC), launched telephony and data services to 44 cities in Brazil in January of this year. Vesper won licenses in 1999 to provide fixed telecom services over wireless spectrum frequencies in two contiguous regions of Brazil. These regions cover 17 Brazilian states, approximately 125mm pops (about 75 percent of the population), and include the cities of São Paulo, Rio de Janeiro, Belo Horizonte, Salvador, Fortaleza, Recife and Manaus. OTOH....Telesp (the largest CDMA carrier in Brazil) had already ordered $35 million worth of handsets from Qualcomm in November of '98. qualcomm.com Inquam - What is the value of a small investment in Zapp showing EVDO in the heart of Europe? Just Zapp subscribers? No - now Eastern Block countries such as Russia want to use CDMA450 and Huawei of China wants to sell them the equipment. Maybe it will even be used in China. What is the value of this kind of demo? Just 100,000 Zapp subscribers. I don't think so. It's possible....but the list I made was to prove that of the current 146 million CDMA subscribers, very few of them were due to investments by Qualcomm. We will have to wait and see what kind of response CDMA450 will actually get from consumers. As of right now, the handsets absolutely suck....and it is extremely hard to get economies of scale unless they start selling at least a couple of million handsets annually. Slacker