carranza2,
<< I took the liberty of copying your post to which I am responding at the RB Club board ... again taking the liberty of copying the discussion between sfx2000 and computerMD >>
I appreciate the update from the RB Club board.
I am a bit surprised that there has been less acknowledgement and discussion of this issue on the Moderated Qualcomm board than I would have thought would occur.
I still don't know exactly what to make of the eTimes article by Yun, Dae-won, but then again, I've spent a lot of time on the Korean web sites and am surprised in general, by the lack of specificity, of how the IS-95C "launch" (launches) that follow what was obviously early commercial trial (or what DoCoMo would call "introductory service is/are doing.
I'm also a bit surprised that the general press has picked up on the eTimes article yet ... but pleased as well. Regardless of one's technology bias, the industry needs good news not bad, about 2.5G/3G development progress.
To date, Qualcomm & 1xRTT, have been able to press a first mover advantage for lack of negative press out of Korea. This is, IMO, good for me as a Qualcomm shareholder, and good for the industry in general.
I will make one comment (opinion) on a statement by the doctor:
"It is clear that 1X is late, by anywhere from 6 months to a year."
I am a long time (amateur) student of the Qualcomm "Roadmap", and I personally don't think 1x is late. It is coming to market as I expected, even though it is later than some of our threadmates anticipated. I of course, have been bood and hissed a few times for my conservative stance on the 1xRTT rollout schedule. Such is life. <g>
One thing that IS !@#$%^& late is the MSM3300 based MSM5100 (or whatever it will be called when it is released), and I chuckle every time I see that Qualcomm is sampling the sucker "on time", after shifting it right but that is another story. <g>
The MSM3100 based MSM5105 is not quite the chip I anticipated for full initial commercialization of 1xRTT, and I was a little perplexed when it got swapped into the roadmap last September.
I am keeping my fingers crossed that production deliveries of MSM5105 ship on time (although there was no specific time schedule to production ship, if we don't have handsets by end of summer, and if they ship later we won't see revenue from 6 million 1xRTT chips this early ending fiscal).
I will add that WCDMA is also on just about the schedule I have anticipated so far (so far - we haven't seen the end of that so far).
Then there is GPRS ... GPRS is late. This is unfortunate. From a services and applications development, point of view, GPRS is the training ground for WCDMA. Its tardy and underpowered arrival potentially postpones consumer adoption of WCDMA for lack of services and applications. This in turn retards revenue to Nokia and others ... and to Qualcomm.
- Eric - |
