Eric, as you know from the NOK thread I too am irate about IJ's comments.
For those here who just "don't get it" see if you can follow these simple steps:
1. IJ spends two years preaching the gospel that don't worry if w-CDMA gets 70-80% of the 3G market, QCOM will get the same royalties.
2. QCOM announces two new w-CDMA chip families (in the past two months).
3. IJ sez, essentially, w-CDMA is a near term mirage. (Connect the dots, gang, that means no w-CDMA royalties, no w-CDMA chip sales).
IT IS TOO LATE FOR THE MAJOR OPERATORS IN EUROPE TO CHANGE TO A DIFFERENT NETWORK PROTOCOL. HERE QCOM SHOWS UP AT THE GSM CONGRESS AND BASICALLY URINATES ON THE CARPET!
(Please understand puffery and salesmanship are one thing, but in a questionable attempt to "diss" the competition, IJ ended up pissing all over himself. It is handsets that are the technical issue, not base stations, so here we have QCOM announce handset chipsets and then a very short time later de facto announce they will be vaporware for years - whether true or not, that's what the man said.)
Now, off the rant and onto my next question for the thread. Here is a snip from a Reuters article today from the shareholder's meeting:
Jacobs said he was optimistic of the likelihood that China would sign contracts to use CDMA by the end of the year.
siliconinvestor.com
From loadeng's postings, and other news, is sounds like contracts have already happened. Bad Reuters reporting, IJ hoof in mouth redux, or the honest truth? Comments? |
