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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: DlphcOracl who wrote (28546)7/22/2000 9:07:43 PM
From: Thomas Mercer-Hursh  Read Replies (1) of 54805
 
Meanwhile, W-CDMA/GSM continues to grow rapidly in China, while CDMA is stalemated

Now, I don't consider myself a telecom expert ... but don't you see a small inconsistency in this statement? How can WCDMA grow rapidly and CDMA be stalemated. WCDMA includes and is dependent on CDMA. Out of the whole alphabet soup of acronyms that get discussed on this thread in connection with QCOM FUD, everything beyond a certain point in performance is based on CDMA -- has to be because it is the only technology we have at this point that has that level of performance. There are only three possibilities for QCOM IP *not* to end up at the core of future wireless protocols -- either the world digs in its heels and does nothing (which doesn't seem to be the dominant paradigm in technology!), someone challenges QCOM IP in the courts and wins (which doesn't seem to be something anyone is even suggesting publicly is possible), or some new technology comes along and becomes deployable before any substantial CDMA deployment is done (which seems extremely unlikely since no such technology is even visible at this point).

I find all these themes and variations and comings and goings very confusing, to be sure, but that much at least seems very clear.
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