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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 175.25+0.6%Dec 19 9:30 AM EST

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To: Clarksterh who wrote (53066)7/2/2006 4:07:11 PM
From: scratchmyback  Read Replies (3) of 197009
 
Clarksterh wrote: Jim - you are in absolutely no position to talk about "volume of posts" and FUD. Yours just happens to be FUD the other way. Have we just degenerated into YMB. I think we are coming close.

I mostly agree on this comment, although that "yours just happens to be FUD the other way" quote kind of hints that also Eric's posts are FUD. Which they are not, they are just Eric's personal views based on his unique knowledge and experience of wireless. If Eric and slacker wouldn't be writing here, this whole thread would be (mostly) just a cheer leader party filled with comments on how great a company Qualcomm is and how bad GSM is and how many conspiracies there are going on just to drive down Qualcomm's share price.

But then again, I'm just a euro-nut enjoying his regular 4 week summer holiday right now, so what do I know? Well, I would like to know what the communications market will look like in 2015, but I suppose I won't find the answer here. But I do enjoy (in a perverse way) reading all the comments here, so please keep up the good work!

BTW, my view on 2015 is a completely techonlogy agnostic one. I believe in multiradio technologies, and I honestly believe that the end-user won't (or maybe even shouldn't!?) be aware of the technology that he is using. As long as I can do my (wired) web surfing without any problems, I'm not even interested whether it is through ADSL or cable modem or something else. So why should I be interested in the mobile technology in itself, when I am just a stupid end-user of the mobile device?

When it comes to mobile, I am currently using GSM & WCDMA, and will probably start using also WLAN (and VoIP) by next summer. I have no idea what it will be in 2015, but I would guess that here in Euroland we might be using some upgraded version of WCDMA for truly mobile stuff, and whenever in a stationary mode, maybe some evolutionary versions of WLAN, Wimax, Bluetooth or something else. But please don't ask me what kind of royalties Qualcomm is going to collect from 2015 version of WCDMA, I have no idea of that. Except that it probably won't be very high.

Sorry about disturbing your party...
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