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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 148.83+1.1%Feb 4 3:59 PM EST
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To: Jim Lurgio who wrote (452)8/13/1996 10:49:00 AM
From: Maurice Winn   of 1819
 
Jim, I care whether it is 6X or 20X. The bigger the number, the more my profit as the bigger the share of the savings over competitors that I enjoy. This is the same reason that Ericsson and co are trying to minimize the number. If they can sow some doubt, then they might hold things back a bit and maintain their prices.

Every new thing that has ever been has been theoretical until it entered the real world. That is an argument that there is risk remaining. The famous and obvious market lead of GSM is not disputed.
Almost every day there are orders for more systems. I'm more interested in technical developments, like the Nokia 9000 which was advertized here today. It seems likely to be very successful.

Some of the articles being posted here are starting to look a bit dated and repetitious. 20000 customers was the figure way back in March for Hong Kong.

Those George Gilder articles are great, thanks Philip.

Can anyone tell me why price can't be used as the controlling variable for CDMA systems near capacity? Seems ideal. Maximize revenue. Cut nobody off. Maintain a high utilization at all times: free at night, high price at peak times, varying by the minute depending on demand.

With continuing development of semiconductor magic, the complexity and sophistication necessary for successful operation of CDMA systems could turn out to be its biggest strength. A bit like a brain is not that easy to design, but worth it in the long run.

Now that's a good analogy! Isn't it?
Maurice
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