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.
Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 166.81-4.1%Nov 17 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dexter Lives On who wrote (123541)8/26/2002 10:24:40 AM
From: qveauriche  Read Replies (2) of 152472
 
I feel safe in calling CDMA the technological winner on the basis of the performance of the 1X systems relative to the GPRS systems, and the by now well documented ease with which CDMA can upgrade to 3G and the fact that GSM cannot so evolve, but instead itself will ultimately be replaced by one form of CDMA or another, depending in the case of each carrier upon a myriad of regulatory, cultural (ie how Eurocentric is carrier mgmt) and other non-technological factors. We are arguing different points. You are arguing market share, much more an investment consideration. I was talking about Gilder's call that CDMA was technologically superior to GSM.

Of course,the big questions on the table now are (i) is there even a market for mobile broadband, and if so (ii) is OFDM a superior technology to CDMA for this purpose?

The first is an economic and cultural question. The second is purely technological. Which is why I consider Gilder's input as worthy of my attention.

As an aside, if he were up to the sort of chicanery you attribute to him, he was in a position to become a very wealthy man. His personal financial statement compared to Gary Winnick's speaks to the subject in a way that has the advantage not only of being eloquent but true as well.

As for my personal naivete, guilty as charged on the tech bubble. Trying as always to learn from my mistakes.
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