Sawtooth: Seeing all the doom and gloom and Eurocentric misunderstanding here, almost thought this thread might be Finnocentric (if there is such a word). Grin.
Here is a post I did elsewhere - didn't want to have to redo for here.
In brief look at the sale to KYO as advancing Dr J's reason for considering the Q a "start up (almost) now" data.
Dr J sees data as the future for both CDMA and the Q.
He took action today to advance the cause of rapid CDMA data adoption worldwide - starting from the strongest possible base - Japan.
Talk : Communications : Qualcomm - Coming Into Buy Range
To: limtex (56139 )
From: gdichaz Wednesday, Dec 22 1999 8:38PM ET
Reply # of 56168
Limtex: Excellent analysis - comprehensive and thoughtful IMO.
What is so great about Dr J is that he not only looks ahead, thinks ahead, but acts to put CDMA and the Q in the best position he can in the future - near and far. (Wonder if his car even has a rear view mirror - but suppose it must from a safety standpoint)
Looking ahead this means that a very very very strong and experienced manufacturer with an excellent reputation for quality will be expanding CDMA's reach and deepening it particularly in Japan where NTT and DoCoMo better watch out for the horse rapidly gaining on the outside (with Toyota, DDI, IDO riding hard - soon on one horse).
And this agreement means that Latin America, North America, will be huge areas for further CDMA growth. Latin America (expecially Brazil - where KYO has a presence as has the Q) should be watched, IMO, second only to Japan for rapid CDMA ramp up.
Then there is Asia. Like wow. And KYO is already manufacturing phones in China, and has a joint venture with SK in Korea (which provides another entry to China). Watch what happens re China. (Remember the growth and earnings estimates currently factor in zero repeat zero for China - that may still be the case - total failure - but seems like the possibilites of more than zero are pretty good)
But the bottom line here is data, data, data.
Rapid data, data in Japan, data in Korea, and on and on.
IXRTT and HDR are why Dr J. chose KYO I think.
What a great way to stimulate data adoption in Japan and cut NTT DoCoMo off at the pass. WCDMA may never even see the light of day in Japan. CDMA 2000 using the entry of IXRTT and HDR will be so tough to compete with, that game may be really game, set and match already. Time will tell.
But when Dr J said he would look to this deal to advance CDMA data he wasn't just talking. He has taken action on that - today.
Brilliant. (But then that is hardly a surprise)
Chaz |
