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

To: quartersawyer who wrote (40409)	4/19/2004 10:41:08 PM
From: slacker711	Read Replies (1) \| Respond to of 197002

Sorry, but it's not impressive that you have direct contact with people generating insignificant anecdotal reports of early rollout "unacceptable levels of busy signals and dropped calls". FWIW, that's pretty much identical with the stuff I read on some Infocomm message boards last fall (I'll see if I can dig up the link). If it's not network quality, why do you think that Reliance only added 400,000 subscribers during March while the GSM carriers added 1.5 million? The momentum is obvious for Infocomm's future, given the technology, the vision, determination and capital investment by the powerful parent company, not to mention the financial support of the banks and the investing public. I dont think that this is anything that is a long-term problem....but it does have to be addressed. Unicom shows what happens when the CDMA networks have the appearance (or the reality) of having an inferior network....they are still adding more GSM subs than CDMA subs each month, more than two years after launch. Slacker

To: quartersawyer who wrote (40409)	4/20/2004 9:14:32 AM
From: talksfree	Read Replies (1) \| Respond to of 197002

Anectodal information provides a very reliable means to understand the slower than expected growth. It does not mean the damage is permanent, but rather indicates that Reliance has an uphill battle, as opposed to a down stream float, to become dominant. It also means that Reliance has clearly allowed the other players back into the ball game so the Reliance is not, in the near future, as capable of utilizing its gorilla size to squash the competition. Rather, it is now just one of the many carriers. This may change as the network improves and the services become much better than the competition's (assuming the do). However, that is for the future. Right now, Reliance is suffering growing pains which, hopefully, will be outgrown as time goes on. Bob