Doren,
I noticed you post on the Apple thread, so maybe you look at the Q/NOK(leader of GSM Cabal) battle through a MSFT/AAPL lens. There is a major difference.
NOK(MSFT) would like to upgrade GSM(DOS) to a CDMA(GUI) standard called W-CDMA(Windows). Except QCOM(AAPL) owns the vast majority of the patents for CDMA(GUI), and we won(not lost, like AAPL) many times in court against the GSM(DOS) Cabal(MSFT). NOK(MSFT) would have liked to upgrade their GSM(DOS) forever, but the core technology, TDMA, is simply too inferior architecturally to go any further. QCOM(AAPL) does have their own version of CDMA(GUI) called CDMA2000(Mac OS). It is a really neat upgrade to CDMAOne(whatever was before Mac OS), but it also works quite well as an upgrade from GSM(DOS), and it is ready. NOK(MSFT) can't get the GUI(CDMA) right, as they have NEVER deployed a commercial CDMA(GUI) network, so QCOM is developing chips(as in MOT(MAC) and INTC(Windows)) in that area(W-CDMA) too. NOK(MSFT) does not want any part of upgrading GSM(DOS) to CDMA2000(MAC), but their customers are waiting...waiting...waiting, having spent hundreds of billions on spectrum. QCOM is anxiously anticipating the migration of GSM(DOS) users to CDMA(GUI), either W-CDMA or CDMA2000, as they represent the vast majority of cell phone(computer) users.
Net, QCOM is MAC and Windows, NOK is DOS. QCOM wins either way.
Cooters |
