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

To: pyslent who wrote (38996)	1/28/2004 1:58:41 PM
From: slacker711	Read Replies (1) \| Respond to of 197027

It would perhaps be a zero sum game for QCOM, but for CDMA operators, it would level the playing, taking away one of the biggest advantages of GSM. Hopefully, Sprint and VZ recognize this and make a push to offer multimode handsets, although they have always been laggards in roaming, even among their CDMA brethren internationally. Good point. It might not add much in terms of unit sales but it could provide a small boost to chipset ASP and also provide another lock for high-end customers to stay with a Qualcomm based handset. Speaking of terrible roaming agreements, I went to Cancun and didnt have CDMA coverage. They are literally throwing money away by not having agreements in place. Slacker

To: pyslent who wrote (38996)	1/29/2004 8:02:48 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 197027

plysent, re: GSM1x and your comment “Multimode GSM/1Xrtt handsets may offer very little to the typical GSM subscriber” Interest observation. I’m assuming (and that can be dangerous) that your comment stems from the apparent little difference in the user experience in the U.S.- GSM vs CDMA. Granted, and unfortunate, it appears that the U.S. CDMA carriers have not as yet offered the handsets/ services to significantly differentiate the technologies. Hovever, the CDMA1x user experience has been much different in Korea and Japan (KDDI) where the handset features/ services are significantly more advanced than in the U.S. Korean Data ARPUs are up significantly for data users, and KDDI is quickly gaining market share on its competitors. Dr. Paul Jacobs on his recent European trip commented that most of the developing world will access the internet wirelessly. Do you not believe that the typical GSM user in China, India and South America will not desire all that the internet offers? Do you not believe that the rural GSM user in Europe will not desire the data services provided to the city folk with WCDMA handsets, especially VOD subs that will apparently not have EDGE handsets? Would knowing that the more advanced handsets/ services enjoyed by the Koreans and Japanese (KDDI) would also be available to the typical GSM user change your thinking? Would GSM1x handsets of the EV-DO variety change your thinking?