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

To: jmac who wrote (11884)	6/8/2000 10:30:00 PM
From: cfoe	Read Replies (1) \| Respond to of 13582

jmac - At the risk of looking like a pollyanna, I think we can also view what has happened with Unicom and QCOM a lot more innocently - at least on the Unicom side. First, the unit going out for the IPO does not hold the spectrum to be used for the CDMA rollout. so saying they wold not roll out CDMA was telling the truth. Next, it makes no sense for the Chinese to roll out 95A or B when 1X is available now and HDR will not be too far behind. As others have pointed out the TD-SCDMA (sic) the Chinese have developed is not a mobile system - so it is not a substitute or competition for mobile CDMA. Finally, Qualcomm offers the Chinese something others (and particularly the Europeans) did (and will?) not. The chance to build their own manufacturing capacity in one of the fastest growing industries now and well into the future. I am certain their will be glitches along the way - political rivalries, bureaucratic holdups, a little corruption maybe. But I remain optomistic that when the dust settles, CDMA will rule the wireless world in China.