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

To: 100cfm who wrote (31028)	9/3/2000 10:06:20 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

100, << Sometimes I have too really remind myself that you are a Q investor >> But I am, even if I do not finish each post "long on Q", or put squiggly grinnie things around every tongue in cheek comment I make. <g> << Are you saying that HDR/1xEV sits on the same bench with WCDMA >> Yes and No. I am saying that UMTS UTRA FDD DS (WCDMA) is standardized and vendors are designing out to this standard now. I am also saying that HDR Phase 1 aka 1xEV-DO is not standardized yet, that we have seen a date of 3rd quarter as a target, and 3rd quarter has 30 days to run. We have seen references to "next summer" for phase 2 aka 1xEV-DV. If 1xEV-DO slips out of Q3, 1xEV-DV could be "next fall". In the wireless industry, going from completion of a standard to commercial deployment generally takes about a year. It often takes more than a year if the standard is for a revolutionary complete end to end technology like UMTS (of which UTRA is the radio component) or even for a revolutionary component like HDR. Incremental time to market gets cut down by phasing development of the standard, and typically (if no brick walls are encountered) the second phase development takes less than the first. Literally, both WCDMA and HDR/1xEV are both vaporware ("announced or marketed but has not been produced"). WCDMA is, IMO, somewhat more marketable, at this stage, because it is through the requisite standardization (first) phase, and the second phase is well progressed.. << or are you saying it as you don't believe it will ever really exist >> It WILL exist. I am not counting any revenue in QCOM's upcoming fiscal year from it. << Even though we know TDMA/EDGE had the fastest growing numbers last quarter it's tacky to remind us Q diehards of that right now >> Make that 2 consecutive quarters <g>, and remember I too am a "Q diehard", and Tero will be back from vacation shortly, and I'm gonna have to hear about it. Ouch! - Eric -