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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 174.54-1.2%Nov 13 3:59 PM EST
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To: Theophile who wrote (7990)3/2/2001 2:34:16 AM
From: cfoe  Read Replies (1) of 196634
 
...but it IS possible to take a stance and stop the eternal push-out of launch dates, hence, revenues.

I believe that Irwin spoke up about WCDMA because of the GPRS experience. As Irwin reminded everyone at both the SHM and the AM, QCOM said over a year ago that the GPRS phones would be delayed and said why.

No one believed them. Now GPRS phones are delayed another year, and no one from the GSM/GPRS camp (vendors, SPs or the public) has come forth to say "QCOM, you were right."
They just ignore the facts and put out a new spin, a new promise that may very well be just as reliable (which is not very).

I think Irwin was correct to "challenge" NOK and DoCoMo on WCDMA deployment. If it spurs them to prove him wrong, QCOM wins whatever the outcome.

Either WCDMA gets rolled out by next year and QCOM starts getting mega-bucks, or the truth that it does not work (at least not up to 3G standards) is clear and the SPs will know that their choice will be to switch (even if only "temproarily") or suffer real financial hurt.

I remember that someone else on this thread recently posted something to this effect, that QCOM needed to bring this issue to a head now, since they have most of the chips. Time gives other players a chance. Time is on QCOM's side for now, and it is "Internet time," not European GSM migration time.
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