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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: SKIP PAUL who wrote (12529)	7/17/1998 11:47:00 AM
From: David Andersen	Respond to of 152472

Yesterday I read a post, either here or on another board, that I feel is important. According to the poster there is no overlay or migration path from an analogue system to GSM. However, there is a CDMA overlay for analogue. If this is correct, this seems extremely important to me but I am wondering if I am giving more importance to this than it deserves. 3G is still some years away. Operators with analogue systems will need to upgrade in the interim. Rather than tear out their old system and install GSM, their likely route will be CDMA. The recent LU contract in Venezuela is an example. This means that to the installed base of CDMA in the next few years we may be able to add a percentage of the present analogue systems. How large a percentage seems like guess work, but it may be large. The present analogue operators who will have gone to CDMA will similarly not be willing to tear out their CDMAOne systems to upgrade to an incompatible WCDMA. If Qualcomm offers a migration to a wideband alternative they should have a ready market. I do not know how many of the systems world wide are currently analogue, but I believe it is a substantial segment. Am I wrong in any of my assumptions?