SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: 100cfm who wrote (3550)10/9/2000 4:12:21 PM
From: Keith Feral  Read Replies (2) of 197157
 
Hey, I think that it would be incredibly positive for Korean companies to act in their own self disinterest by rebuilding their networks from scratch. If they want to switch from CDMA2000 to WCDMA in a few years, that will provide a much better economic scenario for QCOM since the royalties for the infrastructure, handsets, and chipsets would be much higher. If an investor thinks Korea's decision to REPLACE CDMA2000 for WCDMA network (all royalties being equal) would hurt QCOM, they are out of their minds.

DDI chose to migrate from cdmaOne to CDMA2000 because they would save billions through the evolution of the hardware. Such is not the case for WCDMA. DDI would have spent an extra 100 billion yen to introduce WCDMA rather than CDMA2000.

If SKT and KTF are hell bent on deploying an inferior technology that will cost them billions for new infrastructure, I wish them the best. If they want to migrate from cdmaOne to CDMA2000 along the same evolutionary pathway as PCS, VZ, & DDI, they would cut the lead time to market and reduce the cost of the new equipment. QCOM's situation is the same either way. Actually, EPS would be higher if WCDMA replaced all CDMA2000 systems due to the higher replacement cost.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News