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: Thomas Mercer-Hursh who wrote (29656)	8/8/2000 4:07:31 PM
From: EJhonsa	Read Replies (1) \| Respond to of 54805

If there is something to criticize in QCOM's marketing, I would first point the finger at their inability to effectively squash the recent FUD in the press. To be honest, I'm not sure how much you can ask of them here. They first put out a press release explicitly stating how they'll get paid for all CDMA variants of 3G, and then they put out a second press release that not only shed light on their W-CDMA ASIC development plans, but also listed the large number of companies that have signed W-CDMA licensing agreements with them. I don't think the blame lies on Qualcomm here, but upon the sad fact that when the media feels like kicking a dog that's down (which is all they ever really kick, save for the occasional sanctimonious, Alan Abelson-type "we're in a bubble" rant), they don't let up, regardless of the picture that reality paints. As with so many other things related to Qualcomm, this is all very similar to what Rambus once dealt with. Eric

To: Thomas Mercer-Hursh who wrote (29656)	8/8/2000 10:05:36 PM
From: BDR	Read Replies (1) \| Respond to of 54805

<<In total handset count, QCOM is still a minority player and so would have to couple that QCOM Inside sticker with a marketing message that CDMA was superior.>> I would be interested to know if there has been a study by an objective third party that proves, other things being equal, that the current manifestation of CDMA is superior in either clarity, speed or reliability to GSM/TDMA/etc.? If so, are the results readily available?