High end commercial, high end product, appealing to high end customers. The q phone is not going to be bought by the masses. Q is marketing itself as the high end of digital wireless. The commercials are cool, like them or not.
Thanks Ramsey for the SEA outlook. Surfer Mike, my thoughts about being in this stock are basic, so were my reasons for harassing ericy. Low teledensity means low GNP, increased GNP, increased teledensity, future wireless buildout, obviously going cdma. My arguments to the flatworld were intended to bring forth why GSM would win other than existing market share. Nothing came forth except defensive posturing. CDMA overlays looks cost effective and likely, which is good. Its early but it looks like QCOM will get their well deserved piece of wcdma or cdmaOne.
My thoughts on the future cdma phone wars (assuming mot and nokia et al can get one to market) is that more will be sold as airtime goes down for digital. As airtime gets cheap, people will care less about the price of the phone and go for the "coolest" phone which hopefully will be the high end Qualcomm phones.
Q is obviously trying to become another motorola (phone portion of the business), as they have been hiring ex mot employees left and right. Can they compete with the big boys of infrastructure like mot, lu, and ericy? Time will tell. So far the cdma battle has been won (Q's first priority), now we see if they can compete on the phone and infrastructure business (second and third priorities).
The telecommunications buildout will come, SEA crisis or not, its just how soon. Lots of pessimism, indicates buying opportunity, before this sector gets hot again.
Now when and where is that new factory going to be built to start producing those phones at high volume and low cost? China, Brazil, India, Mexico? They will choose soon, me thinks.
Congrats to horseface the stanfurd grad, hell, he earned it.
Caxton |
