Ramsey,
In fact, those 500 wcdma handsets that docomo is using probably cost more than all the 1x handsets in Korea combined
That might be a stretch...
[Cingular and AWE] invested their future in a dead end, knowing today that the best they can hope for is an inferior product while being a few years late to market.
First of all, the majority of the users in the US only use their phone to.......
Drum Roll please
.
.
.
Make phone calls.
Remember when sprint offered its PCS subscribers the option to purchase "stuff" from amazon, etc. Well, I don't see those ads anymore. Therefore, one of two things happened.
Either, (1) It was so successfull that Sprint's Data network is loaded way beyond capacity
or (2) That it failed.
I believe that choice (2) is the logical answer.
the question then becomes, if my answer is correct, why did Sprint's Data initiative fail?
Could it be that people do not like surfing a small portion of the web on that tiny screen? The majority of Americans do not trust the internet? That people decided, hell, I'll wait till I get home and long on with my computer? Although, questions 2 and 3 somewhat conflict one another, I do not see people feverishly trading stocks on their PDA via a wireless connection.
Therefore, it is unclear on the effect(s) of a CDMA network v. a TDMA/GSM network on a provider. Users can still make phone calls, and engineers will do what engineers do best...solve problems.
UMTS/W-CDMA will be implemented in the US.
Instead of getting your panties in a wad, you should, as a Qualcomm investor, hope that UMTS/W-CDMA is implemented sooner, rather than later. Remember, Qualcomm gets their cut regardless of whatever flavor of CDMA that is used.
In conclusion, I ask one simple question....
If users in the United States only expect to use their cellular phones to make phone calls, why will AWE and Cingular be late to market?
Instead, it sounds as if, if these TMDA/GSM operators are late to market, there will be a delay in Qualcomm's royalty growth... |
