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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 164.53-0.4%Jan 14 3:59 PM EST
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To: Ramsey Su who wrote (10969)5/26/2001 2:35:38 PM
From: grinder965  Read Replies (1) of 197215
 
It is becoming increasingly obvious that GPRS is not going to be the "Bridge Over Troubled Waters" that the gsm camp was hoping for. Sprint, Verizon, KDDI, cdma manufacturers and even China Unicom, must be licking their chops at the prospect of deploying 1x and later cdma2000 whilst the competition will not be able to offer an adequate response for a long time....if ever.

It is interesting to note all the factors that have come together during the last year or so for the Q to be in position to dominate the wireless world for the next decade or so. A year-ago nobody could've predicted many of the events (or non-events as the case may be) that have come about. One factor, weak global economies, has eliminated many carriers ability to be less then efficient; thus they must pursue the most efficient and cost effective solution available.

The Europeans have now all but assured themselves that they will go from first to last as it relates to leadership in wireless technology.

Others may disagree, but I never believed for one minute that Dr. J was being sincere when he said, "the sooner the better" as it relates to launching w-cdma. If you think about it, publicly what else could he have said. Although I believe he is somewhat surprised at their lack of progress to date, in his heart-of-hearts, a unanimous victory has been the Q's strategic end-game all along.
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