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Pastimes : The New Qualcomm - write what you like thread.
QCOM 173.87-0.7%2:33 PM EST
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To: The Verve who wrote (2429)12/23/2000 8:44:39 PM
From: Maurice Winn  Read Replies (2) of 12238
 
The 3G auction in Europe puts the carriers under a lot of pressure. QUALCOMM has produced a W-CDMA ASIC, so it seems possible.

But the royalty business isn't agreed by the GSM Guild and W-CDMA royalty-sharing club. I still have no idea why W-CDMA is supposed to be better than cdma2000.

But it does seem that people are getting serious and they really do seem bent on cobbling W-CDMA together with Chicken Wire and Bubble Gum, even if it is not as effective as cdma2000, gives no backward compatibility to anything and still seems to be more of a gleam in the eye than near-term reality.

None of them seem to be in any hurry and of course Nokia would love it if GSM simply remained the standard since they have a huge market share and vast profits from GSM sales.

As soon as CDMA gains ground, Nokia loses market share unless they can catch up - unlikely to get similar market share even if they do well, due to the number of competitors.

I think they are all still in the 'pedal slowly' mode.

But they can't go slow for long. Their 3G prices were high. They need a return on investment. Interestingly, QUALCOMM seems as ready as anyone for W-CDMA, with their ASIC already demonstrated. As Irwin has always said, he doesn't care what flavour, just make it CDMA and make it soon.

Mqurice
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