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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jim Mullens who wrote (53999)5/12/2003 9:00:32 PM
From: gdichaz  Read Replies (2) of 54805
 
Jim: Since this is a "neutral ground" of sorts re Qualcomm/CDMA and the GSMers, whether 3GSM or whatever the latest politically correct label de jour among those who are - shall we say - skeptical re: CDMA (to the extent of refusal to even use WCDMA which is simply what it is), use the manufactued substite UMTS (an absurd label on its face - "Universal" seems unlikely to be the best descriptive term), please accept my congratulations for your attempts to find truth and clarity among the smog of GSM and CDMA where there is much which is unclear.

There is right now a risk of missing the forest with a focus on the trees.

Looking at the forest, CDMA is (with the exception of EDGE) the only practical choice for 3G - however defined and or what flavor.

Qualcomm will take in money whenever and wherever CDMA is used, regardless of where in the world that might be or whatever flavor of CDMA is employed.

What percentage of chips will be supplied by Qualcomm is to be seen but as of now the burden of proof is on those who think Qualcomm will not be a major supplier.

Therefore, the future seems bright for Qualcomm over time.

The time period is more the question than the ultimate result IMO. (And all of you familiar with my views know to take my views with buckets and buckets of salt.)

Best.

Cha2
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