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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 171.54+0.4%3:59 PM EST
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To: Ramsey Su who wrote (12650)7/9/2001 6:01:16 PM
From: slacker711  Read Replies (1) of 196582
 
I am wondering if any CDMA carriers would be ordering non 1x products right now. Even though Nokia is a minor player, they must be faced with customer demand that they cannot deliver. In fact, they are not even close.

I agree that this would be the absolutely logical path for every single CDMA carrier in the world to be following....unfortunately, this is not what is happening. There are probably at least a dozen non-1x handsets that have been approved by the FCC that have not seen the light of day. Kyocera just announced the 2135 (non-1x), which will begin shipping in the fall (if history is any guide, it will be late). Additonally, as far as I can tell, there is not one handset that is based on the MSM3300 yet available. My assumption is that these handsets will debut some time after the first of the year.

I dont understand it either...but it seems like the carriers have no plans to seed the market with 1x handsets before the demand forces them to. The fact that the 1x chipsets are pin compatible doesnt seem to have changed anything. I wish I understood why carriers wouldnt demand that handset manufacturers change out the chipsets in their handsets....it would be a relatively cheap transition.

Slacker
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