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

To: Jim Mullens who wrote (39017)	1/30/2004 9:21:20 AM
From: slacker711	Read Replies (1) \| Respond to of 197028

VOD, with its partnership with VZN, would be the primary GSM1x customer, and articles have also indicated VOD’s interest. I must have missed those articles....would you mind providing a link? When asked about EDGE, VOD didnt state that they were a "CDMA company", they specifically mentioned W-CDMA. Later in the call they were asked about the comparative costs of upgrading 1xEV-DO for Verizon vs. the upgrade costs to W-CDMA....and they completely dismissed 1xEV-DO, since it is a "data-only standard". I see the chances of VOD having widespread GSM 1x launches as just about zero. Slacker

To: Jim Mullens who wrote (39017)	1/30/2004 1:10:37 PM
From: pyslent	Read Replies (1) \| Respond to of 197028

Hi Jim, Re: GSM/1X and GSM1X I think we are talking about different things. I was referring to the sales potential of GSM/1X multimode handsets in the current network landscape when I questioned why the typical GSM subscriber (such as an AWE customer) would consider buying a multimode handset as opposed to a plain vanilla GSM one. You are apparently talking about the advantages of a GSM1X network upgrade. Certainly, I am familiar with the marketing material re: GSM1X, and if GSM1X networks do in fact materialize, multimode handsets will certainly be necessary for those networks. In the absence of GSM1X networks, I just don't see the incentive of most GSM users to replace their world phones with a multimode handsets. Therefore, I do not see a huge market for multimode handsets, other than China Unicom and the potenital to canibalize ALL CDMA sales, if they are properly marketed. Incidentally, any idea how much a GSM1X network overlay would cost? I'm under the impression that it an order of magnitude costlier than implementing EDGE (depending on the age of the legacy GSM equipment) and close to the cost of wCDMA. If that's the case, I don't see the advantage of using GSM1X instead of wCDMA (even in the countryside), other than for carriers with no 3G spectrum or if there are time-to-market advantages... edit: I see that you don't know the comparative costs either (from a later post)... It would sure be nice to know the economics of all the alternatives.