OK - I'll take a stab at the wireless data issue.
First of all, I think it's pretty safe to say that technological innovation is a product, mainly, of the
United States. I think that the wireless infrastructure
that we currently see in Europe was brought about not
because "want" but because of "need".
Efforts in the United States were not so developed, because
up until now, there really hasn't been a high need. Like,
Europe, we also have an extensive wired network, and so far,
it has served us well...maybe too well from the wireless
perspective.
However, I've seen wireless data transfer, and it is
very popular where it has been implemented. I don't think
that many in Europe or Japan have seen it - unless - they're
connected to a company based here.
My gut feel, for whatever that's worth, is that the United States sleeping giant is waking up...and will once again
take the lead in technological innovation, this time, as
it pertains to wireless. And, once again, the world will
see what it likes, and will follow.
Perhaps Europe and Japan don't see the opportunity - or
just plain don't have the desire or skills to promote
innovation. Remember that less than two years ago, just
about nobody except QCOM thought that CDMA was possible.
Well, it is. And these same companies/interests would
now like us to believe that they are now not only able
to build CDMA, they can build a superior flavor.
The facts, to date, state otherwise.
Yes, China is technologically backward. Given that, why is it that their desire to produce their own flavor of CDMA is seen as so viable?
Why is it that people are so willing to believe the W-CDMA claims from Europe?
How is it that a news agency such as Reuters gets away
with publishing such an obviously biased opinion. They're
not publishing news - they're publishing opinion, and they
also appear to be getting their facts wrong.
Let's assume that China has some smarts. Let's say that
they might be interested in not only using, but exporting
CDMA equipment. Why would they choose to go with a solution that wasn't brought about by the technological innovator?
We're going to have HDR in 1/2 year. I think it's going to
be a wake-up call.
If I remember correctly, it was HDR that sent QCOM's share
price rocketing - not any prospect of business in China. |
