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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Caxton Rhodes who wrote (49215)11/29/2001 8:26:00 AM
From: Wyätt Gwyön  Read Replies (3) of 54805
 
Latin and South America- Current Population 444M wirelss penetration 14%
India - Population 1B wireless penetration .3%
China - Pop 1.3B wireless penetration 7.5%

using Latin America, India and China as arguments favoring Qualcomm is a strange tactic. these are the biggest recent GSM triumphs globally. India tipped decisively over to GSM about a year ago. there is a new nationwide GSM network launch and consolidation of existing, smaller GSM operators going on right now.

certain people try to talk about CDMA in India - but they are referring to the WLL system, which is not a mobile telephony network. there is no evidence that WLL is viable in developing markets - the most recent proof of this is the way Qualcomm had to become the majority owner of Vesper in Brazil in order to prevent a possible bankruptcy.

Latin America is stampeding towards GSM, as the most recent statsitics unequivocally show. even Qualcomm admitted that CDMA growth in South America is flat. not only are there new, greenfield GSM networks launched in Brazil, but the key TDMA operators in Mexico and Argentina have decided to opt for the GSM/GPRS upgrade pathway, following the example of AT&T, Cingular and Rogers in Canada.

the GSM sub base in China has hit 130 million. the middle class of China is around 200 million. Unicom's decision to launch a CDMA network at this point is likely to end in a disaster imo. there is zero evidence of CDMA demand in China and plenty of evidence of the market failure of CDMA competition against GSM - coming from Hong Kong.

to argue that India, Latin America and China are major drivers for CDMA sales goes directly against everything we have learned about these markets during the past 12 months. India, Russia and Latin America are unmitigated disasters for the CDMA block - the loss of the 80 million sub TDMA block to GSM was a devastating blow to the global growth prospects of second-generation CDMA. as a result, CDMA's share of global subs is in steady decline right now and has been for the past 18 months or so.

how many people on this thread have even publicly acknowledged the decline of CDMA market share globally? it happens to have major implications on economies of scale concerning both network and phone equipment.

the depth of denial has reached the stage where people are actually taking the most important factual arguments against CDMA (India, Latin America and China) and are attempting to use them to argue in favor of Qualcomm.

this is like trying to argue that communism was a success by pointing to North Korea.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News