Qualcomm Moderated Thread - please read rules before posting 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 : Qualcomm Moderated Thread - please read rules before posting

QCOM 169.42

-2.2%

2:15 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: 100cfm who wrote (5819)	12/30/2000 8:35:27 PM
From: foundation	Read Replies (2) of 196545

"The question is how hard to we get hit on Tuesday??" ---------- Why will Q get hit on Tuesday? Cingular's bias toward UMTS is, was, well known. Nothing profound has happened in the last few days. There are and continue to be prospects for upside surprises. ---------- Regarding Q: wCDMA/UMTS may well win the popularity battle. But wCDMA/UMTS, by its very existence, has lost the war - if continuing metaphors of conflict are absolutely necessary. We've previously pondered that the flavors of CDMA might merge and meld over time. This prospect was perceived as most positive. Did we expect that this harmonization would occur between warring tribes? Is obsession with this popularity battle either wise or productive? To what degree does it really matter? Q's management speaks through its actions. Q joins the "enemy" camp - 3GPP. Q applies for ITU imt2000 certification for its 1xevdo, and soon its 1xevdv. MOT, NOK, LSI, TXN, China and others contribute to its 1xevdv specification in 3GPP2. Perhaps Q will gain membership in 3GPP in time to contribute to the HSPDA specification (3GPP's version of 1xevdv). Lines are blurring. ((EricL will soon write with superior skills regarding percolating Standards issues.)) Continuing conflict, or war, requires 2 diametrically opposed teams. Distinctions between teams appear to be dissolving. However, competition - and politics - will certainly remain. But we have to develop a more constructive - a more accurate - metaphor than war for what we now observe. To do less will be self deceptive. ben

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next