SI
SI
discoversearch

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 : Qualcomm Incorporated (QCOM)
QCOM 178.10-0.1%10:09 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: DaveMG who wrote (12421)7/15/1998 11:24:00 PM
From: DaveMG  Read Replies (2) of 152472
 
Tero II,

Don't have much time but I'll try and finish(pun intended)

Yes, it's true, fragmentation is a pain in the ass. That's what 3G convergence is all about. The question is how do we get there. Its in this framework that Tero is characterizing the Americans as losers and Euros as winners.For reasons that I don't understand he seems to feel that the Japanese are all powerful in this and that they are opting to go with WCDMA, even though I see no proof of this in the press, Japan has rejected GSM, and has just built a nationwide CDMAone network.Irwin Jacobs will indeed prove to have been extremely foolhearty and deserve someloss of respect from his shareholders if it turns out he passed up an opportunity to license WCDMA, and ultimately failed to get anything because Q IPR was circumvented.I used to think this stalemate would hurt Q because it would delay CDMAone orders, but as Chaz points out, the orders have been flowing.I now think without a clear evolutionary path to 3G it's the WCDMAers that appear vulnerable. That growth that Tero speaks of as fact will slow, unless they come up with a solution. In the interim, it appears CDMA-B or two will beat them to the punch.Nokia is hedging, so even they are not as certain as ole Tero.

dave
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News