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

To: Jim Fleming who wrote (38952)	1/23/2004 8:58:44 PM
From: Cooters	Respond to of 197214

Won't the DV chip distribution be limited by the carriers who choose to deploy the technology? i.e. Sprint at first. Jim, I really want Sprint to weigh in on this, but in the interim, here's my take. As I see it, Sprint is on a path to DV Release D, based on QCOM's decision to support(via chipsets) Release D vs. Release C. Sprint wants to move to DV as soon as possible, despite all the conjecture to the contrary. They do have concerns about handset performance at the present time, but that is not an issue in this context. Now, let's think through what would be required for Sprint to move to Release C ahead of QCOM's roadmap for Release D. What I see is the infra side of the equation, how are traditional QCOM CSM chipset customers like NT and LU going to get Release C up and running at Sprint. Forget the handsets for a minute, let's assume TXN/STM have discovered the keys to the castle. How are LU and NT(and I guess MOT) going to get the infra up without CSM's from QCOM. Possible answers, IMHO: A) They aren't. B) QCOM is going to offer Release C CSM's. I cannot fathom C) someone else does, but hey, strange world. Again, let's see what Sprint has to say. Cooters