To: Clarksterh who wrote (2025 ) 1/25/2000 1:01:00 AM From: Gus Read Replies (2) | Respond to
Hello Clark, MCOM has major time to market advantages that allows it to go after the significant road warrior (with laptops) population of Corporate America. The consumer market is a bonus. Laptop + modem card = graceful change of human behavior that characterizes successful technology products. But you'll have to trust that I know what I am talking about when I say that satellites will never be competitive with terrestrial systems in areas with lots of users (of whatever service is being talked about) per square mile Qualcomm will be building W-CDMA ASICs regardless of the flavor. Of course they have to settle on a W-CDMA standard first, and then test it, but when they do I guarantee Qualcomm will be making ASICs. I do agree that their market share will almost certainly be smaller than for CDMA-2000, but neither is it likely to be inconsequential. I concede that there will be a tendency, not driven by technological need but by supplier habit, to go from GSM to W-CDMA instead of CDMA-2000. superior economic sense given the massive economies of scale accumulating daily? You want to go into how each handset transaction is being turned into a series of transaction that turns into long-term relationships. Global branding! Classic example: Honda. From bicycles to luxury cars over decades.Given that currently whichever flavor of CDMA is used, they will still owe Qualcomm the same royalties (a done deal with several big telecom companies), how does this matter? ergo they are the only source of CDMA technology. Nice PR, very successful too in terms of 10% market share, stock price, but the intensifying nature of the invention process, the availability of new materials that introduces new variables into the chipset design process and the real world events that are unfolding on an almost daily basis tells you otherwise, if you care to cast an objective eye at the symbiotic
