wCDMA is slipping into the horizon. Nothing but a wet dream - without SpinCo. Gilder proves prescient.
Yawn...believe whatever you want Ben...you will anyway. I suppose things like facts about standards development, huge ongoing R&D efforts by over a dozen companies, documented trials, prototype phones, and even fully developed chips that are sampling as of this very moment mean nothing to a Qualcomm investor who's "seen the light."
Of course not! The true Qualcomm investor knows that the path to nirvana involves dismissing all such facts, news, and developments with the usual assortment of comments such as "FUD," "vaporware," and "wet dream" (mix and match according to your preferences), and perhaps throw in a few vague references regarding the time it takes to perfect a technology (8 years is enough? Hell no!). Doing so will allow you to be transported to a magical fantasy land where all companies pushing W-CDMA are woefully incompetent, where all GSM carriers opting for W-CDMA value things like roaming and existing infrastructure equipment to the same extent that they value used garbage bags, and the always-right George Gilder (Netscape really is the world's most powerful software company...they've just been hiding it) will proclaim the triumph of his vision at the 2002 Telecosm conference where, in front of a cheering audience that'll include Timothy Donahue and Michael Armstrong, he'll go on stage and call up Jorma Ollila to tell him what a buffoon he was (Ollila will receive the call via an HDR phone made by a Chinese manufacturer, of course).
What a wonderful state of mind...too bad it'll be quite damaged by mid-2001, and gone completely by early 2002; but as I was saying, until then, please continue on. An occasional pipe-dream isn't always such a bad thing.
Eric |
