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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Clarksterh who wrote (8221)4/3/2000 12:52:00 AM
From: blue_lotus  Respond to of 13582
 
Clark:

>I will bet you 100 to 1 that when W-CDMA is rolled out that Qualcomm's market share of W-CDMA ASICS will be at least 10% lower than their then share of CDMA-2000.

True. But the GSM market share of wireless is over 40% compared to CDMA's 8%. Thus, even with a lower part of the W-CDMA market QCOM will have a market (in absolute measure) several times what it has now.

-Raj



To: Clarksterh who wrote (8221)4/3/2000 9:11:00 PM
From: DaveMG  Read Replies (3) | Respond to of 13582
 
Sooooooooooo..

We talked a lot about GSM networks being ripped up and replaced by CDMA but zip about CDMAone to WCDMA conversions. Any idea what would be involved?Strange, they don't seem to feel confident that there will be "converged" multi-mode handsets.

If the perplexing DDI story proves true who might be next? It could get pretty lonely out there for CDMAone carriers.

Dave


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