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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 161.57-1.8%2:49 PM EST
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To: gdichaz who wrote (17994)1/10/2002 2:14:43 PM
From: Keith Feral  Read Replies (1) of 197225
 
Jacobs penchant for chasing the Holy Grail must we weighed against his scientific achievements. He oscillates between brilliance & wishful thinking at times. For example, his comments that CDMA2000 was a better solution than GPRS for WCDMA is a technically correct statement. However, he highlights the probability for commercial delay for WCDMA at the expense of his own efforts to commercialize DS CDMA.

Wassup with that!! It is better to concentrate on the fact that the integration of WCDMA chipsets would have the direct advantage of increasing capacity in a GPRS/1X/WCDMA environment. He conveyed this message in a very negative manner last year. FWIW, I hope the arrogance at QCOM has been deflated as the time lag between CDMA2000 and WCDMA continues to decline every quarter.

It never made sense to me when he slammed the evolution of GSM to WCDMA last year in Cannes at the 3G GSM Conference. I expect he will have something more positive to say this year at the GSM conference. QCOM must be in position to begin trial shipments of WCDMA chipsets for infrastructure and handsets by this point.

I expect to see volume shipments by fall of 2002, with full commercial penetration by June 2003. It looks to me like WCDMA is only 12 months away from commercial launch in select markets (like CDMA2000 in Korea for 2001) and full blown global sales by June 2003.
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