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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: LJM who wrote (3630)10/11/2000 1:20:50 PM
From: foundation  Respond to of 196989
 
"...Japan's leading wireless carrier NTT DoCoMo Inc, hoping to keep the momentum going..."
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My imagination, or is NTT beginning to appear a bit frantic?

The China failure is clearly a sore point.

"We think that the United States is an attractive market for us. Tying up with an operator that is likely to adopt the W-CDMA standard is better for our long term purposes," Tachikawa said.

Who will be the US Operator that will commit to wCDMA now, and lock into I-Mode (sharing proceeds with NTT in perpetuity) for NTT's typical 15-20% investment?

"We'd like them (Korea) to just decide (on a standard)," Tachikawa said.

The ambiguity of 2 standards (or more accurately 2 modes of 1 standard) may not sit well with NTT. Did they count on sewing wCDMA up in Korea? Will they get their cash back from Korean Operators the Government "forces" to use CDMA2000?

NTT has recently thrived on glowing press and the persuasive power of cash . Is there growing agitation behind the facade?

ben