SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: EnricoPalazzo who wrote (41041)3/28/2001 4:57:15 AM
From: gdichaz  Read Replies (1) of 54805
 
ardethan: You asked here, so I will comment here, but I strongly recommend the Q threads here on SI to you for an understanding in some depth.

Re: These managers ought to be shot. I'm not sure what this means for Q. Is it news or noise?

"Some of the European businesses that paid a total of $190 billion last summer to buy the spectrum needed to run third-generation phone services on the continent want their money back."

The short answer is that it is too early to tell.

The first major point is that Qualcomm sells nothing, zero, nada in Europe now, so no loss as of now.

The second is that the financial pressure on the European operators may help them notice that Qualcomm has very specific alternatives for the use of the spectrum whose use for W-CDMA (called UMTS in Europe to avoid those anethma letters CDMA) is delayed. A way out if Europe chooses.

My personal view is that Europe will continue the equivalent of shooting itself in the foot and refuse the alternatives Qualcomm has for its rescue.

The third point is the fun one.

The pressure may force the acceleration of the adoption of UMTS (W-CDMA) sooner than would otherwise be the case. That means dollars for Qualcomm from Europe earlier than would otherwise be the case.

This is in a funny way a heads we win, tails we win situation for Qualcomm.

Best.

Cha2
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News