teledotcom.com
The article is referring just to the two CDMA systems over by Philadelphia, plus general material. CDMA is going to be sprouting like mushrooms from now on, and it will be hard to keep up with the many systems.
Jim ignores the 8 year old marketing strategy jfred. It was always to diversify production as much as possible in exchange for a modest license fee. To ensure production did happen, Qualcomm also established its own production. Jim is seeing it as a big dogs little dog issue in a dog eat dog battle. It isn't. Qualcomm wins if Big Dogs sell $billions and wins if they don't.
The other thing you should understand Jim, if you are really worried about the P:E, is that it is an irrelevant number at present. Like so many things, we have laboured this point before, but I guess a few more T cells are needed. They have been using ALL of their profits from very successful Omnitracs and other sales, plus large public offerings, to get CDMA going. NOBODY MAKES MONEY UNTIL THEY SELL SOME STUFF - until the CDMA is pouring out the door, you can simply ignore P:E as irrelevant. There is only one issue that matters. The technical success of CDMA compared with GSM. All else will flow. Don't worry about the P:E at all. Not yet anyway.
Ira Brodsky is a very knowledgeable communications guy at
ibrodsky@ix3.ix.netcom.com
[I am not IRA - Hey, I just noticed those 3 letters, You aren't competing with the Mafia are you IRA]
Tom, I think you are right. In dealing with thousands of customers over many years, when they have a valid objection fair enough - there are plenty with CDMA and they have been recognized. When the objector shifts ground, ignores the information correcting the objection, ignores questions, or uses obviously tangential issues, then the motivation will be found elsewhere than a wish to understand. Which is still okay. Everyone has a point of view. Some people just want to disagree, some like the contact, all sorts. Jim is on the subject.
With continuing CDMA success, the critics are increasingly having to rapidly shift ground or simply look absurd. As you tried to explain to everyone about the learning curve, a very important point which I suspect escaped a lot of people because it is such a cliche, the pace of CDMA improvement is very rapid, whereas TDMA and pal GSM are near the end of their tether.
onward pals: |
