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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 182.40+3.5%Jan 6 3:59 PM EST
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To: jackmore who wrote (5105)12/1/2000 3:05:34 PM
From: Pierre   of 197105
 
As 1X is deployed in direct competition with the lower data rate systems, we will see what the markets choose. The outcome will dictate the pace of wCDMA adoption in these countries, if not other parts of the world.

I think you have sliced to the core of the issue. Those lower data rate systems are tailored to small screens. 1X presumes direct internet access. That experience has to be made satisfying on a small screen for 1X to take market from i-mode etc. Interesting that this is shaping up as a tech battle that has little to do with CDMA. I guess that's what happens when you finally get a big win - you have to wait for someone to notice.

High data "I've gotta have it" killer apps - that's what is needed now.

Pierre
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