Tero,
Monitor stuff. That is a totally defeat on your own economy of scale argument about CDMA vs. GSM. So why do you have a problem for CDMA growth rate. Why do you always contradict yourself? CDMA is an important asset for QCOM and other US operators. Can you just take that argument yourself?
As for those other US and Korea companies you mentioned, they are all neutral in technology choice. Therefore, the same hold true for LU, Nortel, MOT, Japan, Korea, Australia, Brazil, Mexico companies that are all going circle your GSM world in the mean time. What type of argument is that from you? They are playing a go game here. You really can not say who is wining at this point. Can you find a better argument?
Say, tell me why Nokia need IDC's help on its WCDMA efforts? Can they just provide help to IDC with BCDMA and WCDMA technology that Nokia developed that many moon ago without giving money to IDC?
Best,
Brian H. |