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 174.01-0.3%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: mmeggs who wrote (19930)12/17/1998 3:12:00 PM
From: DaveMG  Read Replies (3) of 152472
 
Mmeggs...I don't know the answer but I wouldn't be at all surprised if cap ex were greater for a GSM carrier to move to CDMA2000 than the presently concocted WCDMA. This must be one of ERICYs selling points. Whether it has to be so I have no idea. This must be a crucial bone of contention, an area where QCOM may have to make concessions. To be viable, a new standard must attempt to preserve as much equipment and investment as possible without signifigantly degrading performance. I've been hoping that someone will show up on the thread and make some sort of cogent argument about this issue but it has yet to happen. I assume that Dr J, being the reasonable person that he seems to be, is not trying to ram something down everyone's throat that they just can not accept.

NTT however is in a different situation though aren't they. They're starting from scratch. Presumeably they would like to build a "state of the art network". It's hard to believe that they'll settle for a weaker standard than CDMA2000. But what if the two standards are essentially equally powerful, give or take 5-10%. If your standard (WCDMA) were the global standard, you might be able to make up for a small deficiency in performance through greater economies of scale, through being able to sell your subscribers on the "standard". Irwin Jacobs was quoted in Business Week as saying something like .." if WCDMA is allowed to go forward as planned QCOM would lose it's economies of scale". CDMA2000 could face the same disadvantage in R&D vis a vis CDMA2000 that it has faced with GSM. Make any sense?

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