Maybe Qualcomm will improve its product on its own to meet consumer expectations.
QUALCOMM CDMA Technologies' MSM3000 chipset and system software
continues to exceed its program goals. The MSM3000 chipset and system
software sampled on time in September 1998 and production shipments
began, as scheduled, in December 1998. The first MSM3000-based handsets
became commercially available in Japan and Korea this past April. In
Japan, TOSHIBA CORPORATION, SANYO Electric Co., Ltd and Hitachi, Ltd.
deployed MSM3000-based handsets to support the country's first
nationwide cdmaOne(TM) network, jointly launched by DDI CORPORATION and
IDO CORPORATION on April 14, 1999. In Korea, LG Information and
Communications, Ltd. and Samsung Electronics Ltd. supplied the first
commercial MSM3000-based handsets achieving 200 hours of standby time.
Selected for its superior performance and industry-leading features,
the MSM3000 chipset and system software remains the only hardware and
software solution available in production quantities that supports
IS-95B with data rates up to 86.4kbps and up to 200 hours of standby
time.
Its only 200 hours for now, but the trend is going the right way. Of note, battery life is only one small aspect to selling cell phones. ADI's product does not allow for better (efficient) data transmission when compared to CDMA. At least that's my take on things. Wireless providers are looking for systems that can provide the most value to their customers (coverage and features, ie. internet access) and shareholders (inexpensive system that can accommodate the greatest number of subscribers that can be updated readily).
In the end, increasing the pie will ultimately provide a greater revenue base for Q. I still believe we are early in the tornado and greater rewards remain for the Q.
Later |
