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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DownSouth who wrote (25930)6/6/2000 5:11:00 PM
From: Seeker of Truth  Read Replies (4) of 54805
 
I'm quite in the dark here. It seems that to Americans, the idea of doing without wireless data transfer is senseless.
We all know that, so far and taking into account all that's visible, cdma, the real CDMA, Qualcomm's cdma, is the only way to accomplish wireless data transfer, at a tolerable rate of speed. Here we have Europe and China actually planning to do without such speed. So I ask myself "who really needs PORTABLE high speed data transfer?"
It seems to me that cable, fibre, copper wire at the last mile etc. can do the job for a wired person. Somebody on the QCOM thread pointed out to me that China could build a nationwide telephone system much more cheaply and efficiently if they used CDMA. But China is technologically backward and technologically backward societies make technologically poor decisions; it goes with the territory. Europe has extensive wired systems so extra speed with mobile contact doesn't seem to me so crucial to them and evidently to the European planners such speed doesn't matter at all. The future I now see is that CDMA will come to totally dominate in the U.S. because wireless speed sells and apparently some people want/need it. Probably Canada and Mexico will follow along because we often connect to the U.S. But most of the rest of the world will simply do without wireless data transfer. That is, unless I'm missing something important here. That means that Qualcomm will grow rapidly in North America and not elsewhere. The present price seems to more or less reflect this future. The probability that I'm talking nonsense is high; could somebody enlighten me and many others? Why is high speed data transfer without wires so important to Americans and so unimportant to most of the rest of the world?
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