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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: gdichaz who wrote (14589)1/8/2000 1:39:00 PM
From: Eric L  Read Replies (1) of 54805
 
Cha2

<< I have never seen your opinion of Kyocera's prospects in the wireless world. What thinkest thou? >>

Still noodling this. I'm not clueless on this one but I'm trying to determine what standing or involvement Kyocera has with ETSI.

I personally was hoping that one of the European manufacturers, preferably Nokia, would purchase the handset division. Someone with multi mode multi band GSM handset experience and close ties to ETSI & the GSM world.

The reason for this is that Qualcomm doesn't get any revenue out of that huge chunk of the wireless world that is GSM. Part of the reason for this is that there are no CDMA phones in existence with the exception of the GlobalStar units that can authenticate to a GSM network for lack of a SIM.

This is not an insurmountable barrier. There will someday be CDMA phones with SIM (2G) or USIM (3G) to authenticate to a GSM network, but for the moment for lack of same and for lack of close ties to ETSI (which I sense Qualcomm is doing something about) Qualcomm is missing some substantial revenue in the 2G wireless world that will still be around at the end of this new decade just as AMPS is today.

Hope I did not get too OT in responding to this post.

- Eric -
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