qveauriche. NOK and NTT DOCOMO's problem is
1) QCOM's CDMA is here now and with 1X, QCOM has 3G CDMA here now. It provides reference designs to equipment makers.
2)NOK's and NTT DoCoMo's 3GCDMA is a year or so behind in development (NOK failed in efforts to imblement QCOM's CDMA--their phones just didn't work and were returned to NOK) plus, it has never been deployed before.
3) If more and more major markets like Korea, US, JAPAN, Australia, Brazil, Argintina, Taiwn have nationwide CDMA going soon to 1X CDMA markets, the CDMA carriers due to the much higher spectrum efficiency of CDMA and the fuller features can cut rates and add subscribers making the competing GSM, TDMA, etc carriers suffer greatly for a couple of years--waiting for the opportunity to rip out GSM systems and install the much promoted, not ready for prime time W-CDMA.
4) Europe is a GSM sanctuary and cash cow as is NTT's simi monopoly position in Japan.
The NOK strategy and the NTT strategy is
a) Stall implemention on QCOM's CDMA wherever possible while they get their W-CDMA up to speed. So much money is involved that they'll do anything and have money from their monopoly status to do so.
b) Prevent or delay Asian countries like China, Korea, Taiwan from using QCOM's CDMA to become telecom giants whose exports can compete with NOK, ERICY, JAPAN in the future. By supplying ASICS and reference designs to Asian countries, QCOM raises the spector of the Eurpeans totally loosing control of telecommunications equipment. This mostly European world monopoly would be taken ovr by Korea, China, Taiwan, Cretain Japanese companies and certain North american countries. Thus NOK would like to embrace China while seeking means to maintain controll over their W-CDMA.
c) attack QCOM with rumors damaging its stock price.
JOhnG |
