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: limtex who wrote (56138)	12/22/1999 8:08:00 PM
From: William Hunt	Respond to of 152472

Limtex ---much better write up ---good detail of the cc --in other words we did not nothing big but still focusing on the long term BEST WISHES BILL

To: limtex who wrote (56138)	12/22/1999 8:38:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Limtex: Excellent analysis - comprehensive and thoughtful IMO. What is so great about Dr J is that he not only looks ahead, thinks ahead, but acts to put CDMA and the Q in the best position he can in the future - near and far. (Wonder if his car even has a rear view mirror - but suppose it must from a safety standpoint) Looking ahead this means that a very very very strong and experienced manufacturer with an excellent reputation for quality will be expanding CDMA's reach and deepening it particularly in Japan where NTT and DoCoMo better watch out for the horse rapidly gaining on the outside (with Toyota, DDI, IDO riding hard - soon on one horse). And this agreement means that Latin America, North America, will be huge areas for further CDMA growth. Latin America (expecially Brazil - where KYO has a presence as has the Q) should be watched, IMO, second only to Japan for rapid CDMA ramp up. Then there is Asia. Like wow. And KYO is already manufacturing phones in China, and has a joint venture with SK in Korea (which provides another entry to China). Watch what happens re China. (Remember the growth and earnings estimates currently factor in zero repeat zero for China - that may still be the case - total failure - but seems like the possibilites of more than zero are pretty good) But the bottom line here is data, data, data. Rapid data, data in Japan, data in Korea, and on and on. IXRTT and HDR are why Dr J. chose KYO I think. What a great way to stimulate data adoption in Japan and cut NTT DoCoMo off at the pass. WCDMA may never even see the light of day in Japan. CDMA 2000 using the entry of IXRTT and HDR will be so tough to compete with, that game may be really game, set and match already. Time will tell. But when Dr J said he would look to this deal to advance CDMA data he wasn't just talking. He has taken action on that - today. Brilliant. (But then that is hardly a surprise) Chaz

To: limtex who wrote (56138)	12/22/1999 8:58:00 PM
From: 100cfm	Read Replies (1) \| Respond to of 152472

<<What the big strategy is all about is gettting CDMA into those markets that are friendly to it now and gaining market share in thise markets and leaving Europe to chase its tail with regulatory and industrial trade barriers and delay the real 3G deployment and fall behind those terrotories that welcome it now and aren't protectionist>> L, Excellent point. it brings to mind what Tan of china said "we cannot wait or be delayed any more since the third generation of mobile communications is coming." I suspect that in the later part of next yr. we will be hearing those words from one of tan's european counterparts. 100