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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: ggamer who wrote (23641)4/26/2000 6:12:00 PM
From: gdichaz  Read Replies (1) of 54805
 
ggamer: The Q and Intel are very different companies in gg terms.

Qualcomm's gorilla status is solid - whatever happens (yet to be seen) in the new spectrum in Japan.

What you seem to be questioning is whether the Q will be severely wounded due to smaller ASICS sales if WCDMA (DS) takes over the world (or at least Asia) a couple of years (or more) from now in the new spectrum allocations.

Clearly CDMA One and its upgrades including 1XRTT and HDR are on the launch pad and will be the technologies to beat in the next couple of years at least.

The GSM upgrade using GPRS is very weak as a competitor - but it is the only path GSM has toward the wireless data tornado and the wirelss / internet nexus which should be in full force next year at this time when BTW DoCoMo might be able to actually launch its (non standard) version of WCDMA (with pitifully slow data rates compared to DDI's then).

Suggest that Qualcomm will be in a very strong position as data becomes more and more important and the GSM (with GPRS) tries to compete. Wireless internet access is a gathering tornado IMO and HDR a powerful entry in providing rapid access - even where GSM is the installed base. But we will see early next year.

Suggest that the more valid use of Intel as a comparative company is with JDS Uniphase not Qualcomm. Intel and Qualcomm are too much like apples and oranges. For starters, the Q is fabless and a major advantage Intel has is its fabs.

Best.

Cha2
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