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

To: slacker711 who wrote (50912)	3/10/2006 12:39:25 PM
From: Jim Mullens	Read Replies (1) \| Respond to of 197031

Slacker, Re: ETSI/ LTE/ and “IMO, there is nothing particularly wrong with any of his statements (Gavin Patterson, Principal Analyst at Informa Telecoms & Media - Gavin Patterson is a Principal Analyst at Informa Telecoms & Media and has been closely following developments across the mobile industry since 1997. )”<< Agreed, for what he was quoted on /stated”. However, the omission of your insightful info (certainly something a 9 year industry vet should also know) would have provided an entirely different perspective. After all, it appears from the article’s title “ETSI moves to exclude Qualcomm”, the intent of the piece was to inform that the Euro crowd’s aims are to cut the Q’s future influence / revenue stream. Knowing the following key bits of info (you kindly provided) paints an entirely different picture. 1. “Everything I have read points to the fact that the WCDMA evolutionary track will match LTE's performance in 5MHz bands and potentially upto 20MHz. Above that, it really does make sense to use OFDM. 2. what operators actually have ~100MHz in bands below 3GHz? The only operator in the world that I know of is Sprint. 3. It really seems like it will be years before we see much of LTE and 4. even then it will require dual-mode LTE/HSUPA handsets.” 5. Added- The Q’s strong position in OFDM and possibly MiMo. In summary, even given the proposed Euro anti-QCOM actions, the Q will be prominently involved in Euro mobile wireless for a good many years- dutifully supporting their networks, supplying chipsets, and collecting a nice revenue stream from such. Perhaps my criticism should have been directed more toward the author than the Informa Telecoms & Media analyst. Thanks also for the Cingular phone info., just another Q positive.