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

To: JeffreyHF who wrote (49212)	12/15/2005 4:58:25 PM
From: Raymond	Read Replies (3) \| Respond to of 197244

"Maybe he`s unaware of Cingular`s launch" Siemens and other companies counts WCDMA as GSM.Very big parts of the standard for GSM and WCDMA is the same and they belong to the same family of standards.GSM is not an airinterface ,it's covering a complete cellular system end to end.If Siemens says something you better listen.They probably have one press quote when Qualcomm has a hundred.It's an old type of engineering company that's not talking without having anything behind to back it up.You mention "Verizon, Sprint, Alltel, Leap" .How can you be sure of that none of this companies will change from CDMA2000 to WCDMA?. Also he mention Latin America.After what happened in Australia I think more and more CDMA(3GPP2)operators are thinking twice about their future.Maybe more and more of them start to think that they are on the wrong track.Maybe the WCDMA operators will have much more roaming income and a clearer path forward (HSUPA/HSDPA to Super3G to 4G). Everybody here seems to be happy that Nokia is leaving the massmarket for CDMA2000 following Ericsson leaving the infrastructure side.I personally if I had a lot of QCOM stocks would be very worried.Why are they leaving.Is it because they can't compete or is it that they don't believe that the standard will be so strong going forward? For an operator choosing what type of system to use it can't be all that positive if one company has a complete monopoly on some vital parts which I guess will be the case if Nokia is bailing out. /R