CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

QCOM 171.02

-1.5%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Chris Reeder who wrote (779)	9/14/1996 10:43:00 AM
From: tero kuittinen	of 1819

Chris, I appreciate your comments. I'm sure CDMA has some technical advantages over GSM/TDMA. But when we're discussing the commercial viability of the companies involved in this race the theorethical technical advantages in my opinion don't have as big an impact as some people seem to think. Ericsson and Nokia have heavy duty research programs going on in fields like data compression and they have been steadily improving the existing technologies. Modern GSM is in its third generation incarnation. What I fail to grasp is that if CDMA companies like Motorola are consistently behind the curve in bringing to market good handsets how can the CDMA itself ever hope to become the dominant technology? It's not like consumers will decide to switch to inferior handsets just because CDMA holds a theorethical advantage in data transfer. How come there are no comments on Motorola's weakness in manufacturing digital phones on this thread? If some people really let this thread influence their stockbuying they should definitely be aware of the how badly Motorola has been losing ground in this market segment. Surely the fact that predominantly GSM-oriented companies are steadily gaining handset market share in North America, Europe and Asia has some relevance on TDMA-CDMA debate. Furthermore, I find the comments on how the fact that the Japanese companies are backing CDMA is a good sign for the future somewhat baffling. Doesn't anyone really remember how badly these same companies were beaten when they tried to crack the TDMA market a few years ago? They have switched to CDMA because they failed to succeed in the most tightly contested handset market. Not because they somehow prefer the CDMA format. The fact that these same companies that faced such a resounding defeat in their previous attempt to produce digital phones are now on CDMA bandwagon is hardly a reason for a celebration. Tero

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next