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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (30381)8/24/2000 10:20:57 AM
From: foundation  Read Replies (1) of 54805
 
"My wish list for QCOM is not very exotic."
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Eric,

I think you focus too intently, and attribute far too much importance, to 3GPP and ETSI.

The ETSI, along with Europe in general, will lose, are losing, significance in directing wireless standards.

For wCDMA, look to Asia. Asia will determine what wCDMA becomes - as the ETSI tediously authors the 2000, 2001 and 2002 and 2003 revisions. Already, according to Gilder, NTT is ignoring superfluous portions of the specification that were borne from the ETSI's communal, committee-based IP land grab.

QCOM, in its right mind, will never allow ETSI "maintenance" of CDMA2000. Nor would the ETSI or the GSM "community" ever "adopt" CDMA2000. They would only try to corral and kill it.

Euro telecoms will demand HDR over EDGE for data. The telecoms will dictate. Self-inflated ETSI bureaucrats and associated wCDMA IP tagalong leaches will be directed to play in the corner, quietly, by themselves.

Europe, and the GSM "community", have lost.

regards, ben
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