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 : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Boplicity who wrote (78101)	7/30/2000 3:47:33 PM
From: Ruffian	Respond to of 152472

To: Kent Rattey who wrote (12190) From: Mucho Maas Sunday, July 30, 2000 1:58 PM ET Reply # of 12195 The IMT-2000 3G specs are CDMA The point (or one of the points) is that cdma2000 has lost serious momentum. A year ago nobody expected DDI to publicly muse about going with W-CDMA. QCOM had to resort to the ludicrous plan of announcing its own Japanese network buildout intentions to bring DDI into check. Only the most faithful of the faithful could have seen this as a show of strength. "Piecyk wept". Even worse, and even farther out of the game plan of last year, the Korean carriers have all shunned cdma2000 in favor of W-CDMA. These were supposed to be slam dunks, remember? With all the interference QCOM has had to run these past months, it's little wonder that earnings momentum is grinding to a halt. And just when it seemed safe to go back in the water, Korea announces the end of handset subsidies. This must be a critical factor in the current low book to bill, and it points to the extreme dependency QCOM has on Korea even to this day. Your dissatisfaction with Sprint is tunnel vision on CDMA technology. I'm not sure where I mentioned Sprint in my last post, but I guess you are recalling some post I made a month or two ago. In any case, I don't consider Sprint's poor coverage and customer service to be the "fault" of QCOM or CDMA technology. But while many have gleefully pointed out the problems with ATT Wireless service in NYC and blamed it on TDMA, few QCOM fans have pointed out the problems with Sprint. I'd just say, you can't have your cake and eat it, and that was the basis for any comments I made on Sprint (and let us recall, the average user doesn't care what digital standard is used...they just want the damn thing to work reliably). , and WCDMA proves to be vaporware It never ceases to amaze me how individuals on Internet message boards feel qualified to deem W-CDMA vaporware, when carriers and manufacturers who are actually involved in W-CDMA research, development, multi-billion-dollar investments, planning, and so on are all "ignorant". I guess they just don't have Gilder on their side...