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

To: carranza2 who wrote (38874)	1/20/2004 10:57:44 AM
From: straight life	Respond to of 197225

I can't imagine Cingular/AWE doing DO... there appears to be real enmity there towards anything Q... however, UMTS becomes more of a possibility, since AWE has the bandwidth that Cingular needs to contemplate such a move... all IMHO only, of course.

To: carranza2 who wrote (38874)	1/20/2004 11:17:06 AM
From: slacker711	Respond to of 197225

do you think that there is any chance that the new Cingular/AWE entity might go DO in response to Verizon's anticipated publicity that Cingular offers crummy second-rate slow technology? I still dont see a migration to DO in the cards for any of the GSM carriers. The part that I am trying to figure out is the impact to any potential W-CDMA rollout. I assume that Docomo is going to try and get some assurances on what Cingular/AWE's plans would be for W-CDMA/imode (Docomo has some AWE board seats)....since that was the whole point of their $10 billion investment. If Cingular is only willing to commit to EDGE, would Docomo also put in a bid? OTOH, if Cingular is willing to give some sort of assurance to Docomo that they are going to move to W-CDMA, I see the entire thing as nothing but a positive for Qualcomm. In the short-term, the merger would likely create some problems for the carriers as it is inevitable that their will be some hiccups in a merger of this magnitude. Over the longer term, this allows Cingular's subs to have enough spectrum to move to W-CDMA. Just my two cents... Slacker