Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eric L who wrote (51255)	11/21/1999 4:49:00 AM
From: Maurice Winn	Read Replies (2) of 152472

Eric, you sure do keep a guy on the straight and narrow. Okay, cdmaOne might not be wiping the floor with GSM and TDMA in the USA, but I saw that CDMA now has about double the number of GSM subscribers in the USA and GSM got a head start and for a while was way ahead. TDMA is similarly falling behind cdmaOne subscriber numbers, though doing okay because of ATT. But TDMA is a blind ally [BleedingEDGE notwithstanding]. Okay, via GPRS, ATT gets a head start, but where does that lead to? HDR will be out and running in 2001 with a much more efficient air interface and therefore cheaper prices [electonic gizzard being similarly priced per kilogram]. 2002 to replace analogue? Heck, that's slow. I'm with Tero that rapid handset replacement is going to drive the wireless world. That tendency will put pressure on analogue sooner than people expect. The USA has only just got reasonable competitors with good coverage and prices so watch out from now on. I'll stick with 2000 for the analogue to cdmaOne tsunami in USA. Well, the stage is set. Mq PS: Check out these Dataquest figures. Look at CDMA go! Wow....<The most important highlight within the digital space this quarter continues to be the tremendous growth of code-division multiple access (CDMA IS-95). CDMA is now not merely the top-selling handset in the U.S. market, it is actually increasing the distance between itself and its competitors (see Table 1). Moreover, CDMA subscribers are positioned to surpass TDMA subscribers to become the largest digital subscriber segment of the U.S. market before the end of the year. Table 1 U.S. Digital Mobile Handset Market by Technology Technology 1998 Share (%) Q1/99 Share (%) Q2/99 Share (%) CDMA 38.0 45.7 47.0 TDMA 46.1 39.9 38.7 GSM 15.9 14.5 14.3 >

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next