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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 (61544)	3/26/2007 10:15:13 PM
From: Eric L	Read Replies (1) \| Respond to of 197673

Sextel's Migration Path << Do you see this as a possibility instead of WiMAX or in addition to WiMAX? >> In addition to WiMAX and DO Rev B. I don't expect them to be an early adopter like they are with WiMAX, but eventually they are going to have to decide whether to move to UMB or LTE. I honestly don't think Verizon will choose migration to LTE, but if they do that, economies of scale are totally out the window, and Sextel probably doesn't have a choice. OTOH, Sextel could opt for LTE regardless of what Verizon does and the fact that they are the single member of NGMN using 3GPP2 rather than 3GPP standardized technology makes me think they could be an LTE candidate. - Eric -