Silicon Investor (SI) -- The First Internet Community

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) -- Ignore unavailable to you. Want to Upgrade?

To: Rick who wrote (34002)	7/4/1999 1:12:00 AM
From: DOUG H	Read Replies (1) \| Respond to of 152472

To make the long story short, the developing countries where billions live are hungry for technology. India, China, are just tip of the iceberg. So any doubts of wireless technology somehow slacking off is baseless.">>>>>>>>>>>>>>>>>>>>>>>>>>> Fred, I've not spent much time overseas, but from what I read, the rest of the world is severly underserved when it comes to telephony. That would mean that there is very little existing architechure to defend as the ILEC's we have here. Then question then is what is more economical ( cost vs. revenue ), wireless or wireline? D.H.

To: Rick who wrote (34002)	7/4/1999 8:10:00 AM
From: JohnG	Respond to of 152472

China has found that the second copy of intellectual property costs next to nothing--they just make copies. And, who's to say this is so bad. They couldn't afford to buy it. Without it they would be stuck in a time warp. Old Softy is just providing a free education to future software customers. JohnG

To: Rick who wrote (34002)	7/4/1999 1:46:00 PM
From: slacker711	Read Replies (1) \| Respond to of 152472

"Recently, I visited India after a long absence. I was absolutely baffled by the extent of technology growth and above all, cell phones. Even little towns had people with cell phones. I did a little research on cell phone growth in India after I had posted a question about it a while back....Unfortunately I couldnt find a breakdown of the subs between GSM, CDMA and analog but it was pretty clear that GSM was leading the way. There seemed to be a number of regional GSM carriers but none with a nation-wide buildout yet. The only references to CDMA were with respect to WLL and 3G (but this was all W-CDMA). I know that the GSM subs will eventually go CDMA (3G) but this will take YEARS in places like India. The first order of business will be setting up a reliable nation-wide phone system (voice only), data will be secondary. Actually i'm not even sure it will be second, while voice is basically considered a necessity, surfing the net isnt much of a concern for people without consistent electrical and water systems. I really hope that Ericsson (or some other CDMA infrastructure provider) begins to push for a greenfield CDMA system or a huge opportunity will be lost for the Q. If anyone has any info that I missed, it would be greatly appreciated..... Slacker