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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 (39056)2/1/2004 4:17:49 PM
From: Jim Mullens  Read Replies (3) | Respond to of 197030
 
Plysent, Re: GSM1x/ WCDMA deployment comparison and your concluding statement- “Perhaps the lack of consumer interest in their data services is in the technology or in the pricing, but it's not the marketing” .

At least we can agree on something- (ggg)

How about Brian Modoff’s research report finding on AWE’s deployment cost?- “what do you get for $1.5B”, etc). Granted, its somewhat dated and with the telecom depression costs have come down, but his numbers are still huge. Do you have any documentation to refute his numbers?

TIA- jim



To: pyslent who wrote (39056)2/2/2004 12:21:48 AM
From: Peter Ecclesine  Respond to of 197030
 
Hi pyslent,

>>Whatever the actual figure is for AWE's wCDMA deployment, my guess is that it would cost the same for AWE to switch over their new GSM network to GSM1X,<<

Ignoring the $10B buyback of DoCoMo's investment if WCDMA milestones are not met.

petere