Qualcomm, Unicom and CDMA
It never ceases to amaze me how impatient the so-called "Long Term Investors" are when in comes to Qualcomm. I'm not just referring to the posters on this thread but institutional analysts like Tim Luke and Michael Cheng as well.
If you stop, collect all of the knowledge you have gained by reading this and other threads for the past 1,2,3... years, you'll realize that Unicom has many more reasons to expand their CDMA networks than it does not to. Nothing in business is a slam dunk and therefore negotiations can drag out for years. Having dealt with Chinese business men, I can tell you that they are very good in the art of negotiation. That being said, Qualcomm is the only company in the world that is willing and able to empower the Chinese startups to become players in the world's wireless markets. All the other companies involved (ERICY, NOK, MOT, etc ...) are only capable at selling goods to the Chinese. Chinese need these goods no doubt, but they want startups to help transform their economy. Qualcomm is doing just that, working with new technology companies in China to help them build products that will be in high demand for many years.
If you believe Irwin Jacobs when he says that there is NO migration path for GSM to WCDMA other than in press releases, then you should be able to figure out what technology makes the most sense for Unicom to focus on.
MicroE |
