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

To: Raymond who wrote (49236)	12/15/2005 5:19:22 PM
From: slacker711	Read Replies (1) \| Respond to of 197244

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. Are you worried about Panasonic dropping GSM? Are you worried about NEC backing away from Hutchison in 3G? Personally, I'm not...but you are welcome to be very worried about the health of GSM and 3G ;-). You mention "Verizon, Sprint, Alltel, Leap" .How can you be sure of that none of this companies will change from CDMA2000 to WCDMA?. The fact that they keep dumping capex into their CDMA networks seems like a decent sign. Personally, I thought the following comments from Cingular in 3GPP were far more interesting than those from Siemens. Message 20910702 - UMTS currently has a number of deficiencies when compared with other existing and emerging technologies - For example: - Too much latency - Too little performance in some areas - Spectrum efficiency snip.... - North American market place is very competitive - UMTS Release 5 (HSDPA) falls short in performance when compared to 1x-DO - UMTS Release 6 has defined performance improvements-but competitive pressures require even better performance and more capabilities

To: Raymond who wrote (49236)	12/15/2005 5:27:46 PM
From: Quincy	Respond to of 197244

If Siemens says something you better listen. LMAO. Raymond, most of us don't live in Germany. businessweek.com Clearly, Qualcomm has led their customers to the front of the pack in every aspect except total subscribers. 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. Look at slide 16 and convince me European providers are not talking to Qualcomm about FLO. qualcomm.com "Everybody here seems to be happy that Nokia is leaving the massmarket for CDMA2000" Really? nokiausa.com Its important enough for them to link that to the home page of the San Diego Union Tribune newspaper for months.