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


To: Boplicity who wrote (9105)4/24/2000 12:09:00 PM
From: Dennis Roth  Read Replies (2) | Respond to of 13582
 
>>As Japan goes so does the world<<
Right, like when NHK deployed MUSE encoded HDTV and proposed it as a world standard in 1986. The Euros reacted in horror and countered with HD-MAC which they never really deployed and later dropped in favor of DVB-T. The real purpose of HD-MAC was to spike NHK MUSE chances as a world standard. In the wireless phone area the Japanese developed PDC and PHS which also failed to become world standard. The Japanese have beeen successful in protecting their home turf with standards that are found in Japan only but they have had little success in exporting their telecom standards.
>>As Japan goes so does the world<<
ROFLMA!



To: Boplicity who wrote (9105)4/24/2000 5:04:00 PM
From: D.J.Smyth  Read Replies (1) | Respond to of 13582
 
Greg ...As Japan goes so does the world...

if you interpret "the world" for mobile phones to be Asia going forward you're probably right

in the 1100-1300s a.d. i read that Japan was primarily a Christian nation. 3 million christians were slaughtered by the ruling junta of the day to prevent the entire country from becoming christianized. so Japan gutted their religious fantasies of the day to appease the ruling few. they've tended toward total makeovers to justify the "ruling class" for both technology and social-isms (my thinking anyway). China subsequently followed. there does seem to be a connection between how Japan goes and the rest of Asia ends up.

it does seem that Asia follows Japan. Asia reprsents the largest mobile market for the 21st century according to the journals. so, it is probably irrelevant what the rest of the world does relative to Japan. what does appear important is how Asia will follow. if Asia follows Japan; it will be principally because well over 2/3(?) of the manufacturing of mobile technology for Asia is currently occurring in Japan. $10 billion is nothing when compared to the cost of helping retain Asia.

that being said, the sell off in Q is still puzzling



To: Boplicity who wrote (9105)4/25/2000 12:07:00 AM
From: waverider  Read Replies (1) | Respond to of 13582
 
Greg, Q is not going to spend BILLIONS on this thing. It will be a very large partnership.

<H>



To: Boplicity who wrote (9105)4/25/2000 1:54:00 AM
From: Maurice Winn  Read Replies (2) | Respond to of 13582
 
Psst, Greg, if Q! can get that 3G spectrum and spend $10bn on infrastructure we should whine and moan [and laugh all the way to the bank - hopefully Q WWeb-Bank].

Okay, in one way Q! is fighting the world, but it's not really a fight in any conventional sense. It's just a matter of negotiating royalty rates and keeping Charlene and Madeleine's planes fueled and ready to go at the drop of a hat. Building a network in Japan isn't really 'fighting' the world, it's helping subscribers get great WWeb contact.

I think the company wants to spend that $10bn and I am very, very hopeful that DDI sticks with their 3G DS-CDMA plan and Q! is awarded a quarter of the 3G spectrum. DDI can always change their mind in a couple of years when they see how good QUALCOMM's network is.

Please, please, let Q! get some spectrum.

Mqurice