Tero, the most recent earnings release and usual media reports stated it. What Nokia is rolling out a high end CDMA phone? Yes I do alot of DD and I have looked carefully at Nokia product line. You keep comparing something that isn't on shelves from Nokia that will be their entry product to 2nd generation product from QCOM and one that is their high end product, namely the Q phone. Did the CEO tell you what contracts they have for it? Think that the operators want to see the phone and test it before making any commitments or do you think they just accept the word and reputation of Nokia? Most Americians still think they are an Asian company.
Now to address this nationalistic cheerleading; You have come in this thread casting a pall of FUD about QCOM ability to produce. Unlike most Americians, I'm VERY aware of who the players on the international arena are and I'm fully aware of what they do. On the technological front, I am fully aware of what is what in the Telco industry as that is what I do for a living for over 25 years.
Facts are facts and even the Nokia's website and now the GSMdata website further prove it, data will difine the two technologies and the players. The Americain market will not be happy with <9.6Kbps for data. Simple fax and light e-mail is acceptable, but unless you do consultation work with IS managers, that won't please them. Internet in the US won't accept <9.6Kbps as a solution for the gluttonous Internet and Intranets. It won't accept E-mail with >2M Word/Excel/Database file attachments as a means to send information. They'll go to a wire phone to accomplish higher speeds
As to Intel "embracement", they are in the business of selling processors and they have a vested interest in shipping MMX chips on laptops. They have a vested interest in convincing corporate clients to replace machines every year. They will doing anything to push product out the door. Laptop chips are high margin products. They will not be happy with <9.6K data when they are bitching and bellyaching about wireline speeds of <56K now. On time of that, in the US data over wireless is done CDPD over analog channels. There is a smack of false claims on the part of the GSM crowd on that front. The operators aren't offering data whcih has not one thing to do with CDMA ability, but then if you weren't such a cheerleader you would know that. I bet I can pick up the phone and call Aerial today and demand that I want data over their dinasour GSM system and they will tell me it's N/A ATT.
As to your CEO's claim, he also claimed some months back June as release of product. Now they are going to invent true CDMA with Ericsson who went on one of the most unprecedented misinformation campaingns in recent memory about CDMA originally. That sir, says it all, now doesn't it. Tell them to develope W-GSM and leave the non capable CDMA alone, it's a waste ot time and money. Facts are facts. The last point is I just was asked by a IS manager not a week ago about data over wireless. Instead of telling him, I simply handed him a list of question to ask the salesforces of the competition. His words, "For my needs today, CDPD is the high speed." That is accomplished how again, analog at <19.2K. <9.6K is totally unexceptable. Roll out the PR releases and convince Wall Street, but the customer won't buy it, if they do they won't be happy with it. |
