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Strategies & Market Trends : Gorilla and King Portfolio candidates - Moderated -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (418)	11/25/2003 8:22:12 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 2955

Eric, technology decisions made in the mobile wireless community and their potential impact on the potential for Qualcomm controlled CDMA There's no question that as carriers migrate to W-CDMA rather than adopt CDMA2000, Qualcomm loses control over its value chain and its prospects become less than they otherwise would be. However, ... Assuming GSM carriers migrate to some flavor of CDMA including W-CDMA and assuming QCOM gets a reasonable share of W-CDMA royalties and chipsets, should Qualcomm investors be concerned that GSM has done so well in the Ameriacs? If so, why? --Mike Buckley

To: Eric L who wrote (418)	11/30/2003 8:40:40 PM
From: tinkershaw	Read Replies (1) \| Respond to of 2955

Eric, What is the motivation do you think for this predominance of GSM? Is it simply that the equipment is proven, readily available, and less expensive, and that any increased spectral efficiency is not worth the cost of moving to CDMA? Or is it simply adopting the worldwide standard? (2) I have some concerns about W-CDMA adoption, althought I do firmly consider this to be in the CDMA camp. The handsets are suppose to be more expensive than they would be had everyone been sensible enough to toe the Qualcomm line. Do you see any of this taken into account with W-CDMA adoption rates? I am very concerned with the W-CDMA premium. I guess we will find out in Japan in the not too distant future. (3) EDGE is often scoffed at, laughed at. In your opinion, how inferior do you think EDGE will be, practically speaking, to EV-DO? The only way to remove an existing standard is to bring in something enormously better. Do you see this happening as Verizon and Sprint offer speeds (and hopefully services) that run circles around EDGE, or might EDGE have staying power much longer than any QCOM owner might like to see? I know, tough questions, and certainly no one knows all the answers, but just interested in the discussion. Tinker

To: Eric L who wrote (418)	1/18/2004 8:07:27 PM
From: Crossy	Read Replies (1) \| Respond to of 2955

Eric, many thanx for your lengthy CDMA vs. GSM adoption post from last november.. I have a question on buildout - the strategic inferences I draw from carrier flip and upgrade path let me infer that it looks like GSM/3G being the cheaper way to implement 2.5G services now.. Is this assumption correct ? What are the parameters on this equation ? What are the typical buildout costs for a TDMA carrier moving to CDMA or GSM ??? TIA CROSSY