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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Eric L who wrote (31031)9/3/2000 4:44:36 PM
From: gdichaz  Read Replies (1) of 54805
 
Eric L: Recognize you are having "fun" with your "vapourware" (with a careful use of the u), but while that is perhaps narrowly correct (although I think it is not), it is certainly not even remotely correct re HDR.

What you are doing is saying that the evolved "standard" HDR/1xEV is still under construction, no?

So that HDR/1xEV is "vapourware" similar to WCDMA, but there is one problem with equating the two.

HDR exists. Qualcomm has made the chips and tested them extensively.

Curious who has made WCDMA chips - perhaps you have seen a company name as the manufacturer, I for one have not.

Again, I am prepared to wait, so the semantics of "vapourware" or no has little interest for me, but for those who are more literal minded, am curious what you are doing - other than having fun at the expense of those who are less up on standards than you are.

And to me, the only real interesting area for real world competition is in current spectrum.

Therefore I see this played out in the next year in Korea, Japan and to some extent in the US. Europe is irrelevant except for 450 k.

China is a fascinating case but seems as if Korean and Taiwanese companies will put CDMA into play there with considerable background work from Qualcomm to directly put mainland Chinese companies in a position during the next year to begin to turn out CDMA phones from IS 95 of various letter designations through 1X. Then HDR should follow late next year, and by then be 1xEV.

What happens in new spectrum doesn't really enter the running for the next couple of years, (and that is a long long time in this race),except for whatever DoCoMo pastes together, since it has no real current spectrum entry or opportunity while DDI et al do, and are running rings around DoCoMo in data speed now and will pull away even more strongly next year.

Best, as always.

Cha2
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