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.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 159.42-1.2%Jan 16 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mightylakers who wrote (11247)6/1/2001 8:55:52 PM
From: Dennis Roth  Read Replies (1) of 197283
 
The Dundee white paper, like the more recent Nokia whitepaper, make a big deal out of AT&T's decision and assumes that now that Ma Bell has spoken, all the other TDMA operators will fall like bowling pins into the W-CDMA camp. It also assumes the number of CDMA users is static. For example, they say the 1 million CDMA users in China will be washed over by the great tide of GSM users. They never assume that the number of CDMA users in China could increase rapidly.

There are other things in it that in hind sight are almost laughable. An assumption that GSM will become the de facto choice in Brazil and influence the choices of the rest of Latin America., and so on.

Remind me to never make an investment decision based on a Dundee Investment Research paper.
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