SI
SI
discoversearch

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.
Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Michael Kimmel who wrote (25968)6/7/2000 11:56:00 AM
From: gdichaz  Read Replies (1) | Respond to of 54805
 
Michael: And again, apologies for my myopia. As an old guy, the bifocals slip, or I simply miss out on the way we should see. Your are Michael.

Now to the world in which we live.

You are right, of course.

Very hard for those of us who think a bit ahead to get through the Reuters, Bloomberg and Dow Jones FUD.

Why they do that is worth a bit of study perhaps. But at base, free lunches is a mild explanation - bribes might be closer. But then those of us who watch, might question the "objectivity" of the press, in politics or in wireless.

But to the real world, CDMA is all there is.

Simple, no?

And Qualcomm has the IPR. Again, simple, no?

Those who think Nokia has something useful except pretty boxes are fooling themselves.

But we shall see, won't we.

Best.

Cha2



To: Michael Kimmel who wrote (25968)6/7/2000 1:01:00 PM
From: mauser96  Read Replies (1) | Respond to of 54805
 
But television didn't replace radio, it just added to it. Radio is still quite popular, used mostly by people in their cars. I suspect the same thing might happen with wireless. Eventually much of the data text displayed on the new generation of cell phones could also be heard as well as seen, using text to speech translation. CDMA is not needed for this application. Others might want to see more visual displays (pictures) that likely will require CDMA. The biggest use of cell phones I see in my area seems to be when people are driving. It's bad enough now, I shudder to think of what would happen when they have pictures to look at too <<gg>>
Another fact some posters may be overlooking is that a tornado takes place over a time span of a limited few years. If this is stretched out of a longer period of time, there's either no tornado, or a very abbreviated one. As the RFM stresses, no tornado, no gorilla. Companies like NOK probably can't resist CDMA over the long period, but they might resist long enough to prevent a wireless data tornado from forming. All this is speculative at this stage, and there's no way to be sure how it will all come out. Probably the worse scenario is that QCOM winds up having to go to court to get it's CDMA IPR enforced and doesn't sell many ASIC.