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Strategies & Market Trends : Booms, Busts, and Recoveries

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To: Maurice Winn who wrote (11919)10/26/2002 4:28:20 AM
From: TobagoJack  Read Replies (3) of 74559
 
Hi Maurice, <<... CDMA will be the new reality>>

unless Message 16319987
September 8th, 2001
"<<Last year some Chinese inventors were claiming they had invented a "flavor" of CDMA that didn't infringe on QCOM's patents. Don't know the status of that>>

The thing about electrical engineering, as opposed to quantum mechanics, is that there is 1001 ways to do everything in electrical engineering, and as time equation progresses, the 1002nd way is always discovered, and found to be better still. Making a profit from any one of the then 1002 ways is a separate subject ...

Maurice is figuring that 1.3 billion Chinese will be using CDMAs, but failed to consider 0.01 billion will be figuring out a way to come up with the 1002nd way.
"

So, is this Message 18159721 a threat? A revenue de-enhancer for QCOM? Or some other yet-to-be China dictated wireless standard will do the trick, with help from QCOM's other reluctant licensees Message 18156127

Chugs, Jay
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