Verve,
I'll offer my take, responding to your quote about what he said.
My question to you still is, when IJ was representing wCDMA's drawbacks and making them public record, did you think he was lying?
In a nuthsell, no. The first issue is that you state that he said WCDMA may be as late as 2003. That immediately gives me reason to think it could happen in 2002. If it happens in 2001 -- an "if" that is yet to be proven -- I don't think being a year off is anything to crucify IJ about.
As for the issues about the handsets overheating and using too much battery power, we won't know about that until we begin using them. If the handsets indeed run hotter and require more battery power than other kinds of phones, I wouldn't require them to stop working to consider IJ's representation a valid one. If in the meantime QCOM or other engineers have devised a way they think will solve the problem, that still doesn't indicate to me that IJ was lying.
If your answer is no, you agree with me that it's a surprise that wcdma appears to be ready so soon.
No, I don't agree with you. Until I can hold a WCDMA handset and use it as part of a fully supported infrastructure, I don't know how soon "soon" really is. Second, I think I already explained why I wouldn't be especially surprised if WCDMA does become operational in 2001. Moreover, apparently unlike you, as a QCOM shareholder I would rejoice.
If your answer is yes, I'd like to know how you saw through the entire charade. I'll be a smarter investor for it.
I hope I explained how I see the situation, though I wouldn't describe it as a charade nor any sequence of events that needs to be "seen through." As a gorilla gamer, I react to product adoption after it begins to happen, not before. Where we might disagree is in the importance of trying to react to an event such as the advent of WCDMA being commercially deployed before it happens. Regardless, I don't see that my comments about that will make you a smarter investor. :)
--Mike Buckley |
