Lars: Re "Buy some Nokia to go with your QCOM."
Actually, I am beginning to think that Nokia is turning into an ideal short sale.
Your analogy to other standards doesn't quite hold up. First of all, in regard to 110 vs. 220 volts, most modern structures in the U.S. receive 220 volts and use that service for appliances such as electric ranges, electric dryers, and domestic hot water heaters for the reason that you gave--the need for thicker wires for lower voltage.
As for which CDMA system is adopted, especially now that QCOM has chips that enable a GSM user to migrate directly to CDMA2000, I am arguing merely that with a level playing field and no political or financial pressures applied to certain customers, CDMA2000, along with the high data rate upgrades available for CDMAOne, would be the sure winner because of price and performance. Except in Europe, where the pressure to maintain a GSM environment is intended to exclude CDMA2000, I think competition will eventually determine the winner. Further evidence of my argument comes from the specifications for WCDMA, which at the time they were adopted as a standard guaranteed that CDMAOne handsets would be incompatible with WCDMA--and that was the intent.
Now that QUALCOMM has the products that create a seamless compatibility for GSM or CDMA moving toward 3G, and now that QUALCOMM has licensed dozens of Asian manufacturers with low labor costs to produce CDMA appliances, I hope you will understand why I conclude that Nokia, with its higher production costs and lower grade technology, is a rather good potential short sale.
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