the folks at Nokia are traveling around the world giving a presentation that uses distorted information to try to prove that GSM (using some new technology) and Wideband CDMA are more spectrally efficient than CDMA2000 1x.
If my main guys get a % out of everything the Nokians sell that uses CDMA patents, and probably end up making them chips (either front door or back door), let the Noksters rock on.
Everybody in the entire wireless world, Jorma included, acknowledges NOK is awful in the 100MM subscriber world of QCDMA, (and unlikely to make much headway in QCDMA against the Asian contagion). In the 450MM+ GSM subscriber world that encompasses GSM-CDMA, the Nokians have vast reach, an an unparalleled value chain, and a history of making some serious coin. So why the hell would you play other than to your strength?
And why the hell would it not be in QCOM's absolute best interest to encourage the vendors and carriers supplying those hundreds of millions of GSM subscribers to adopt some form of CDMA sooner rather than later? (And, I think they just did.)
The biggest downside to the QCOMmers is if GPRS has an extended life and somehow the TDMA'ers end up with EDGE.
To be successful in business these days Ben, one needs to realize that today's competitor can be tomorrow's customer, and if the egos and animosities can't be put aside in order to take the other guy's money for fair value received, you will fail in business, any business.
These threads are a source of so much invaluable information and analysis (much of which you have provided from no doubt countless hours plowing through the bowels of the GPPP and other websites, for which I am personally grateful). But if we spend the time here like little children mimicking our heros in some WWF-Smackdown, what a waste. Hey, I'm all for having heros. But not when it comes to investing.
Let's figure out how to make some money. |
