Qualcomm Moderated Thread - please read rules before posting Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 176.31

+1.9%

Jan 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: queuecom who wrote (25388)	8/9/2002 4:09:01 PM
From: Neeka	of 197083

I'm going to open myself up to criticism from robv for being one of those blind bulls that hypes QUALCOMM, but this is how I see it. I have been reading this thread for three years and so far the story from QUALCOMM has been honest and direct. The information here has helped me to understand every (I admit that I was almost totally technologically illiterate but that hasn't stopped me from learning and understanding the picture as a whole) aspect of what is taking place in the world of wireless telephony. The discussion here and on other Q threads has been analytical and thorough. For anyone that has followed this industry for as short a period of time as I have, and NOT understand current circumstances, well, I can say that I am sorry because it has been very educational and easy to understand. IMO it's just starting to get interesting . Many of the contributors have predicted the slow uptake and possibly the demise of UMTS. But, what is the reality of CDMA 2000 QUICKLY generating business with any GSM/GPRS operators?? How about an official UMTSwCDMA death certificate? It seems that recently we have seen a lot more posts indicating that the patient is ill. Perhaps so ill that this time we could be closer to the last gasp than we know. From the Electronic Times "hot potato" article: The telecommunications industry sees that wireless telecom carriers are intentionally deferring the investment to maximize their profits for a couple of years in the profitable 2G service, so that they raise the issue to justify their procrastination. I used to call it W(whatever that is)CDMA. I think the above referenced paragraph defines it best. etienglish.com It seems to me that GPRS will be a holding action for the next few years and thus put a cap on CDMA growth for the foreseeable future. A cap on CDMA growth? Where? In Europe, Africa? If they want to use GPRS it is a free world. They can wait in line for their long turn to use what data (if any) they can download while other companies/countries that have chosen the other CDMA path for their users zoom past them on the wireless information highway. For the average person that uses CDMA, it won't matter. They won't be aware of the distress across the big waters, and wouldn't care either. Oh I suppose there could be angst for some. (CEOs of big Euro telecos.) <G> Roaming agreements will allow those living in the ring of fire to communicate freely. That is a big world with a huge population. Europeans will be left out or capitulate. At this point I personally don't care. Unless someone can shed some light on it I don't see how CDMA is going to escape this bind. IMO, CDMA isn't in a bind, it's the other way around. BWTHDIK M

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next