LAST MILE TECHNOLOGIES - Let's Discuss Them Here Message Board

STOCKTALK

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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: axial who wrote (9058)	11/3/2000 5:15:41 PM
From: Raymond Duray	Read Replies (1) of 12823

Re: Wireless Roadmap, Forked Roads and WCDMA Hi Jim, That probably wasn't among Andy's best, IMHO. Though I did find his logic about Voicestream's potential valuation change to be interesting. :) I found myself getting a far more insightful view of what is coming up in this SI contributor's opinion: Message 14692405 <Snip> Given this, if they deploy (WCDMA) chips today, it takes a min of 18 months to build a handset, even if you know what your doing and the testing is mature. Add another year to get the testing right so that yields are good. It takes another 18 months to work out a lot of handset related standards issues. 150k users by 2004 is actually agressive for what I see implemented today. I don't know "engineer" personally. From what he writes, it appears that he is Qualcomm employee, and thus perhaps partisan. However, I have no doubt about the timeframe he describes. And the implications for investors betting on the rapid roll-out of 3G services. (Snoop around the Seybold site to see the snake-oil blurb about the trillion$ to be made in wireless. It's...............priceless.) Best, Ray

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next