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 170.90-1.3%Nov 7 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Harvey Rosenkrantz who wrote (21108)1/11/1999 7:33:00 AM
From: Jules Shear  Read Replies (1) of 152472
 
Update on CDMA in Japan. I heard there were over 100,000 CDMA sales by DDI in December. DDI is a stand-alone, publicly traded telecom company while IDO has Toyota as a majority shareholder. IDO will launch CDMA in Tokyo, Nagano, and Nagoya around April. Right now, DDI is offering < 100 gram CDMA handsets for free. For comparison, I think Q-Phone is around 150 grams depending on battery. Churn has been a problem because Japanese customers enjoy 200 Hours of stand-by time on 70 gram PDC phone with only 3.6V 600 milliamp battery whereby similar CDMA phone with same battery is only delivering about 40 hours of stand-by. In Japan, about 50+% of voice traffic is incoming calls so stand-by time is more important than in US because it is a pedestrian market (i.e., cigarette lighter adapters not relevant)

DDI and IDO have/will spent/spend around $4 billion on CDMA build-out to defend themselves against Do-Co-Mo. They will be aggressive in 1999 selling CDMA which should bode well for QCOM royalties and ASIC sales. However, DSPC is supplying most (not all) Japanese suppliers with chips (including CDMA) Does anyone know if they have made their own chipset (and paying only royalties) or are they using some version of the MSM? This info could really impact QCOM's sales into Japan because Kyocera (DDI affiliated company) is really a big DSPC customer.
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