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.

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

To: DownSouth who wrote (27440)	7/7/2000 5:38:30 PM
From: gdichaz	Respond to of 54805

DownSouth: Hey, no. Qualcomm is a gorilla, and will be a gorilla of CDMA now, and in the future. Data is why. When a better wireless system is developed for the mobile wireless data / internet nexus, then maybe Qualcomm's gorilla will die. Not before. And that is years to go. But then, I am a cockeyed optimist, no? But then, on your point, what is "WCDMA" in Korea? Seems to be CDMA2000 with a thin veneer. No relation to the European WCDMA (now called UMTS). Not even kissin' cousins. And Qualcomm collects royalties and supplies chips. The CDMA voice tornado carries the Q into its data tornado. Simple and straighforward, no? Well, fingers crossed. Chuckle. Best. Cha2 ...

To: DownSouth who wrote (27440)	7/8/2000 8:42:44 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

DS (DownSouth not Direct Spread), << The noise about SK today says that SK is going WCDMA. The noise from China is about WCDMA. The noise from Europe is about WCDMA (DS). The only question is: " Does QCOM get royalties from WCDMA." Once you get the answer to that question, then you will know if QCOM is a Gorilla >> "The noise today" is about SK (and other Korean carriers), China, and Europe going DS in new spectrum. Overshadowed by this news is Korea moving to cdma2000 1x MC (and possibly HDR) in existing spectrum and the possibility that China will do so as well. In the case of Korea this affects all all operators. In China some. The US of course will probably be 50% cdma2000 1x MC until and unless The US sets aside new spectrum specifically for 3G or supplements existing spectrum for 3G. The question about royalties (what rate Qualcomm gets paid) for DS is important in the 3G multimedia tornado. It is possible that the 3G multimedia tornado will be gorillaless. In the interim, the CDMA tornado (voice, voice & data) continues, and in the early stages of 3G implementation will continue side by side with DS while the 3G tornado forms. Also in the interim we are seeing the wireless data tornado forming as 1xMC & GPRS start to be implemented in earnest next year worldwide with EDGE following on the year after in the Americas. Qualcomm becomes an excellent case, IMO, to test Moore's GG theories. And put to the test we stand. <g> - Eric -