SI
SI
discoversearch

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 : The New Qualcomm - a S&P500 company
QCOM 166.81-4.1%Nov 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Boplicity who wrote (6304)2/7/2000 12:48:00 AM
From: Valueman  Read Replies (4) of 13582
 
Greg:

"It's going to take longer then most here believe"

I think the exact opposite is true. It is going to take less time than most here believe. The bits of evidence are everywhere that 1XRTT deployment is coming to a CDMA system near you soon. It starts with PrimeCo, followed closely by BAM/Airtouch/GTE. Sprint PCS does the same, just to stay competitive. They start new buildouts with 1XRTT, while VodaBAM is upgrading like crazy in a mad rush to higher data speeds. Their one rate plan coupled with awesome nationwide coverage and CDMA quality draws subs like moths to a flame. Huge demands on capacity accelerate the need for 1XRTT's capacity-doubling abilities. Handset vendors scramble to deliver 1XRTT models. It's a snowball. Note I haven't even mentioned the home wireless data sub yet. He comes later, after the buildout further accelerates.

When does this happen? It's happening. Lucent will be installing 1XRTT equipment mid year here in the US is my bet. Handset vendors MUST be working on 1XRTT models NOW. That has profound implications for Q's ASIC business. They have said the MSM5000 is sampling NOW. They also stated that they are supplying CSMs to ALL 1XRTT infrastructure suppliers. Will any sane handset maker use any other ASIC than the MSM5000? Will any operator offer models that are NOT 1XRTT ready? Why should they? It all seems so clear to me.

So, you say trend till third quarter. I say much news to come long before that. Stay tuned!
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News