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 : Ericsson overlook?
ERIC 9.400+0.1%2:20 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mika Kukkanen who wrote (3108)4/8/1999 1:26:00 PM
From: P2V  Read Replies (1) of 5390
 
Mika, I have a "pdf" version of the original report.

I noticed that, in the copy posted on the Qcom site, the part about the "coverage driven GSM-CDMA situation" offering minor cost benefits
was left out.

I got the original link, to the pdf document, from the Qcom thread but I cannot find that link again.
I think that Michael may have posted the link.

I believe that the document noted that the cities of Beirut,
Guangzhou, and Melbourne would benefit from the GSM-CDMA overlay.

As far as China goes--
I think that the Chinese "civil government" may have reason to
continue on with GSM, in no small part because of their concern
for their own Military-Industrial Complex.

FWIW, just prior to Mayday, in 1960, one of our War Hero Presidents,
(Eisenhower) learned of the danger of giving in to our own
military. On that day, the "U-2 Affair" resulted in a prolonged
Cold War.
Guess that's all the politics that I should get into.

It's going to be interesting. And I'm hedging my bets, by investing
in companies that implement both GSM and CDMA solutions.

I think that it is a mistake for Qcom to continue to compete with
it's chip customers, by continuing to manufacture phones.

The following is only one example where manufacturers, who compete in the same field, act in their own self interest.
(I think it's called "good business".

Most people have heard of the Centronics Interface. But how many
people know that Centronics ( once a thriving local company, about 10
miles from here) was destroyed by the Japanese company, Brother;
because they (Brother) realized that it was not in their best interest
to supply mechanical assemblies to Centronics ?

Best,

Mardy.



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