I just don't get it. Time and time again I see blind sided posts that flies in the face of reality. I see time and time again this myth of untried and untested WCDMA when the basic fact that it has been tested far more rigorously than cdma2000. If Qualcomm supply the chips that is fine by me, frankly I personally don't care - although as investors here you guys do. What I can't stand are posts that are wildly inaccurate, all analysis of the industry point to a WCDMA dominated future, period. Vodafone, note correct spelling, has so far shown no interest in deploying cdma2000 in Europe...in fact to the contrary with Ericsson already chosen as chief supplier and project manager for WCDMA roll-out in the UK. Korean wrangling is maybe more more than flexing muscle about royalties...they have stated, as have the industry watchers, that they would prefer to deploy the most widely deployed technology (no prize for guessing which one).
I do guess that cdma2000 will be adopted in Japan by a couple of minor operators, it will still probably make some inroad in Korea on legacy systems, it will be in the US and the Americas. However, a market ratio in the order of 4 to 1 in favour of WCDMA means Qualcomm better get their collective fingers out and start producing chips rapido if that is their business plan to grow as a company.
Slagging off WCDMA in the past was showing how insular the Qcom position was. It is no longer like that and the rewards for all are there to be gained...it is just a question of grabbing that chance. So come on Irwin, you had the vision, now don't let yourself be pushed around by flag waving patriots (idiots?) and get to where you want to be in the chip market.
Monday morning hangover rant over and I will slink back off to the Ericsson thread where I belong. Please note there is recently started thread dedicated to the 'usual' 3G wrangles, titled: 3G Cellular |
