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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 165.13+1.1%Nov 26 3:59 PM EST
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To: kech who wrote (7170)2/12/2001 1:57:32 AM
From: Maurice Winn  Read Replies (2) of 196770
 
Tom, if China swings behind cdma2000, it is game over for NTT, ATT, Nokia and a lot more besides.

China would have the dominant market combined with the USA and incidental countries like New Zealand and Australia which upgrade their cdmaOne networks.

China would be in the box seat, in cahoots with Samsung and Kyocera and others who work with them, to take a huge market share. Perhaps QUALCOMM will give China an in-China-only cdma2000 sweetheart deal the way they did with Korea for in-Korea-only sales. Alternatively, if China wishes to go W-CDMA which would slow the world's conversion to CDMA, QUALCOMM would not be in such a good position to give China a special deal.

So, if China goes cdma2000, it would be a win-win-Winn deal [my favourite kind] for China, QUALCOMM and me! Bad luck for the VW-40 IP bandits and the game would finally be up. NTT would have a Japan-only standard like the old PHS world. Everyone else would go for the most efficient, ready-to-rumble, lowest-cost, best-all-round cdma2000 way of life. Nobody could afford to be left behind in the race into 3G and the 21st century wireless world.

Mqurice
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