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


To: gdichaz who wrote (32846)10/5/2000 2:07:17 PM
From: Sunny  Read Replies (1) | Respond to of 54805
 
Thanks Chaz, it took a minute to understand that the different color bands referred to combinations of different type of data communications in the same 10 mhz capacity.

I also thought the contrast between these two slides in that show reinforced the position that cdma 2000 will be much cheaper to implement.

qualcomm.com

qualcomm.com

Things are beginning to look much more positive for the Q.

Sunny



To: gdichaz who wrote (32846)10/5/2000 10:52:42 PM
From: marketing1  Respond to of 54805
 
Please bear with me on this rant, I think I have a much deeper understanding of Q, spectrum and WCDMA based on your last post.

so basically, if I understand you correctly,

given that spectrum is a limited resource and therefore can be expensive

Any operator who is interested in increasing their probability of making as much profit as possible

would maximize the efficient use of their spectrum.

Correct?

and if the operator understood the facts to be as you have stated

the logical choice ( in a capitalist society)

would be to migrate to CDMA 1x , HDR, as soon as the situation is appropriate.

Given that the cost of this upgrade to 1x/ HDR is a cost effective upgrade choice.

correct?

Cost effective probably occurs when market demand curve intersects with utilization/depreciation curve necessitating that some upgrade is needed in the near time future.

OR what your facts logically extrapolate out to is that when rational educated operators in a free market need to upgrade, Q makes a lot of sense.

All that would be needed is "understanding" and a network of possible other operators to upgrade into/with.

If all of this is true then the American operators will fall soon. They have a supporting CDMA network to join.

( I suspect China/Korea is a done deal that is not yet announced)

Europe is the old block that will crack. It just needs that first significant operator to break ranks.

QCOM REALLY WILL UNITE THE WORLD'S WIRELESS TELECOMMUNICATIONS.

WCDMA IS NOT A REAL COMPETITOR.

GIVEN AN EXPECTED AMOUNT OF TALENT THAT GOT Q WHERE IT IS TODAY.

Q IS LIKE A DONE DEAL THAT HASEN'T HAPPENED YET.

chaz, tell me if I am off base, please.
I finally just "got it".

Regards,
marketing@amIdreaming.com