Qualcomm Incorporated (QCOM) 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 : Qualcomm Incorporated (QCOM)

QCOM 157.96

+1.0%

1:38 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: marginmike who wrote (13381)	8/5/1998 4:16:00 PM
From: Gregg Powers	Read Replies (2) of 152472

Calm...everybody calm down. Jim....Hutchison is an existing GSM operator and the decision to shelve or not shelve a CDMA network is probably based on roaming agreements and roaming strategies with China Telecom. Systems get won, systems get lost; each piece of information is just an item in the whole mosaic. China is an important market and there are CDMA networks being deployed, as we speak, in China. I would presume, given the large Ericsson presence in the market, that ERICY is doing everything it can to slow down or stop IS-95. I have long suspected that this is why ERICY came "out of the closet" with W-CDMA. As I have said repeatedly, ERICY's W-CDMA strategy is about protecting marketshare; so I suspect that Ericsson is making the case to Hutchison (presuming the Bloomberg story is even true) that if it stays with GSM it can migrate to W-CDMA in a could of years and not get "orphaned" with an IS-95 system. Some operators may accept this story, others may not. That's the nature of horse races. I will expand once I know more. Best regards, Gregg

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next