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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 179.02+3.7%Nov 5 3:59 PM EST

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To: Eric L who wrote (6842)2/3/2001 6:04:24 PM
From: Maurice Winn  Read Replies (1) of 196499
 
This business of cdma2000 being eclipsed by W-CDMA is funny. It's a bit like the great victory of GSM in Brazil, which is perhaps going to not be such a great victory after all.

There are zero W-CDMA networks in operation and the very first royalties have just been paid. Meanwhile, cdma2000 in a more advanced version than the half-baked shambles of W-CDMA's initial efforts is well underway in Korea and the USA. It will shortly be available in New Zealand.

It seems to me that the most shouting, hissing, roaring and general mouthiness comes from the W-CDMA world, the GSM Guild [GG] and the 6 Musketeers, but the real action in the engine room is happening in QUALCOMM and cdma2000.

Anyone who bets a lot of their money on W-CDMA had better keep a very close weather-eye on proceedings and be prepared to abandon ship if ice-bergs loom or seas start to get a bit breezy. W-CDMA has embarked on a very risky GSM, GPRS, EDGE, W-CDMA trajectory with big problems each step of the way, with no backward compatibility.

On the other hand, CDMA users have a clear path to the future with efficiency, low cost, early introduction and backward compatibility for users.

"The Death of a Standard" is a work of fiction and wishful thinking. Just part of the long [heading for a decade] FUDD [fear, uncertainty, doubt and disinformation] campaign against CDMA and QUALCOMM in an attempt to defend GSM incomes at the expense of subscribers and to avoid QUALCOMM's moderate royalties, technology advantages and marketing gains.

Mqurice
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