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Technology Stocks : Cisco Systems, Inc. (CSCO)
CSCO 71.08+0.1%Nov 7 9:30 AM EST

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To: RetiredNow who wrote (66642)11/30/2004 2:00:34 PM
From: Paul V.  Read Replies (1) of 77397
 
indmeid, QCOM - China is competing very fiercely in this arena. I remember reading that China already had a couple of their own standards that compete with QCOM CDMA. Eventually, QCOM will disappear and be replaced by newer standards. QCOM may never make much headway into the Chinese market.

You must own NOK, :) Value Line has a price range for Qcom from $45-75. China is working on TSCDMA I believe but it is not operational at this time. The China govn. according to what I have read is hold up the CDMA and other outside competition until their own technology is up and running, estimated within one year. Won't the WTO come down on them for unfair trade practices?

The fight, IMO, is between TI and Qcom with its cellular and Globalstar (satellite) transmission. The problem with China is their ability to copy the US products at the current time.

Paul
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