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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 166.81

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3:59 PM EST

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To: quartersawyer who wrote (72747)	12/28/2007 8:02:05 PM
From: slacker711	Read Replies (1) of 196660

Tero hasn't done his China homework... he completely missed Mobile's prospective TD-SCDMA/EDGE network, which would be a viable contender if the government decides to rig 3G for the Olympics: Tero seems to dismiss this possibilty, but regardless of whether he is right on this, he nails his underlying premise that TD-SCDMA handsets wont be able to compete in the near-term. The Chinese government can mandate whatever they like, but the consumers are going to decide what they want to buy....and nothing leads me to believe that they will pick 130g TD-SCDMA handsets with 2 days of standby over state of the art EDGE handsets. That will eventually change, but it will take a few years for TD-SCDMA handsets to manage to work out the kinks. I thought that the clock would have started by the end of '07, but it looks like that is going to be pushed back to the middle of '08. Slacker

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