Tero- Shouldn't Nokia support the success of of CDMA? It seems to me that,at the very least, it makes the worldwide wireless business grow more rapidly. Seems like more sales to me.
I agree that the China buildout will be slower than most think. But I can't figure out why you are so confident that they will will stick with a PROVEN inferior technology.
There are arguments on both sides regarding the $ to made off 3-G. It's clear that 3-G is where we will end up, but the pressure to get there is currently not significant. The success Sprint PCS system with data could set the world on fire, IF the data products are extremely successful. If that happens, then T will have to make a very quick move. And when T moves to cdma, so goes the world. That will be a very good time to have a hunk of the Q.
If I were China, which I am not, CDMA is a no brainer. I don't know if you've read "The innovator's Dilemma" but it sure seems to me that cdma is the disruptive technology and in the long run, the efforts to further improve GSM are for not. FWIW, that is why I own Qualcomm. GSM is a has been technology. There are still cassettes around, but no more 8-tracks.
Caxton |
