Oh, sorry TJ. But I can't control the demand for mobile cyberspace. People are going nuts over it. There are obviously hordes of people wanting CDMA cyberspace in Africa and Huawei and other Chinese producers are the place to buy, and not only buy, but borrow to buy, using US$ as vendor financing [of which China has a big stack]. <Monday, November 6 is the final day of the China-Africa Summit being held in Beijing by the Chinese government, and as a result of this the traffic throughout Beijing will be insurmountable - according to existing Beijing Police Department report, several main roads will not be passable from 8:00 am to 6:30 pm or perhaps longer. Therefore, please allow me to suggest that we meet Tuesday at ...... after the meeting with our ... " >
There are a few hundred million people in Africa without good communications. QUALCOMM has enabled them to communicate anywhere. Already, there's a Globalstar gateway in South Africa due to start operations sometime [Africa-time], and north of the Sahara is covered now. globalstar.com
China is the place to buy CDMA and Huawei a good company from which to buy.
Unfortunately for China, they are being really dopey and "inventing TD-SCDMA" to have their own Chinese standard. That's what the dopey Japanese did too, so they never became a big deal in global mobile [though their own market is pretty big]. China should go with CDMA2000 for their own use, and beat W-CDMA around the world, which is less effective than CDMA2000 and more expensive [higher royalties for a start due to the greedy GSM cartel which China is not part of].
If you know anyone in China, you could save China a few $billion and earn them more $billions around the world by suggesting ditching TD-SCDMA and making CDMA2000 their product. They'd be a really big deal globally, instead of an also-ran. QCOM would do well any way - W-CDMA, TD-SCDMA and CDMA2000 are all QCOM-based and will pay the same royalty to QCOM and then also have to pay royalties to other bludgers.
Mqurice
PS: I don't really think the crowds in Beijing are buying CDMA, but they could be [if the Chinese bosses figured out that CDMA2000 would give them a big up over Nokia and others to whom they are going to pay a huge fortune via W-CDMA and lose business around the world]. |
