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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 175.32+0.3%Dec 8 3:59 PM EST
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To: 16yearcycle who wrote (82842)10/10/2000 10:22:33 AM
From: Bux   of 152472
 
That's a good question actually. According to this mornings news, "Three carriers vying for lucrative licences to offer wireless multimedia capabilities have expressed a preference for a platform called W-CDMA, citing its 70 percent share of the world's mobile market."

Of course this is wrong since we know that W-CDMA has a 0% share of the world's mobile market.

We know that the Korean manufacturers have a lead in CDMA2000 technologies and they admit their preference for CDMA2000. I imagine the carriers want whatever has the lowest long-term cost per subscriber which would include initial equipment cost, on-going handset costs and the cost of operating the network. On every account I think there is sufficient evidence that points to lower cost for CDMA2000 so I was surprised when I first saw reports of a operator preference for W-CDMA, I don't buy the 70% figure.

The only sense I can make of it is the Korean operators are doing the local manufacturers a favor (might even have some common ownership) by pretending to prefer W-CDMA to complete the FUD spread by GSM/WCDMA interests and further their lead in CDMA2000. In other words, maybe the Koreans are using the GSM propaganda to their advantage to maintain (or increase) their development lead in CDMA2000 by supporting the notion it will be a niche standard.

Just a guess.

Bux
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