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

To: engineer who wrote (4057)	10/28/2000 3:07:32 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 197265

We bought a Made in China computer a couple of days ago. Most of the stuff we buy these days is Made in China. If they can make a computer, they can make a cellphone. Especially if Kyocera, Samsung, QUALCOMM and others are forming joint ventures and partnerships to help them out. NTT's VW40 is doomed. They are following the mid 1990s edict from MITI to go forth and become international which was given to corporate Japan. NTT is throwing money at market share by part-acquisition of international business using monopoly Japanese profits to force an arbitrary Japanese standard on everyone. They will fail. This is an example of blundering corporate stupidity [corporations have hordes of supremely smart individuals and NTT no doubt has their quota, but somehow, committee-type corporates come up with really dumb ideas]. To talk of almost zero customers by 2003 is weird for a system allegedly being built out ready for a startup in half a year. 2005 is so far away, it's well out of range of the forseeable future. Meanwhile, China will enter WTO and the USA might be kicked out if the USA doesn't stop illegally breaching international agreements on free trade. The USA has been determined as breaking WTO rules by prohibiting lamb imports from New Zealand. The USA was unable to compete with the high-quality, low-cost New Zealand product so Clinton agreed to introduce illegal quotas to help out the hopeless USA farmers. Those who believe the USA is a great free-market and it's only other countries which restrict trade, such as Japan and China, are ignoring actual facts. Let's hope the USA stops illegally restricting imports as that action could be used by China as an example of the USA calling the kettle black in CDMA negotiations. The trade restriction will mean less money for sheep farmers in NZ who will be able to buy less CDMA equipment if they are poor. Free trade is the way to go so that people do what they are good at and enjoy doing. Mqurice PS: Edit...hmm, speaking of "calling the kettle black" [political tract in Globalstar thread] Message 14678223

To: engineer who wrote (4057)	10/28/2000 10:48:51 AM
From: EJhonsa	Read Replies (3) \| Respond to of 197265

I suppose you were with one of the groups who said the same thing about Korea back about 1988. "they can;t make anything right, so why try"...The fact is that the GSM guys have been making it hard for the Chinese so that they can hold them captive and also guarantee that they can't produce phones to sell back into good ole Europe. Well, back in 1988, I was still learning how to use a VCR, let alone caring about who made it, so I guess that's not the best example; but as for why I'm skeptical about the abilities of the Chinese, I'm going on history. The Koreans, Taiwan, and all the other Asian tigers have had plenty of success in creating major electronics giants; but have the Chinese? Sure, there's plenty of foreign companies with major operations in China, and many of them are doing well, but how many major Chinese industrial giants do you see out there today? The fact is that they've never been very successful at building out industry internally. It's just something about a socialistic/communistic/whatever-you-want-to-call-it system that doesn't make it a very favorable environment for home-grown business. Also, do you have any examples regarding how the GSM camp's made it difficult for Chinese wireless concerns? slacker, thanks for the J-Phone estimates. The following line was especially encouraging: However, he said the cellular phone rate will be set at the same level as current PDC service, and that the packet communication rate of the service should be set at around 20 to 30 percent of the current rate. Given these rates, and considering the huge wireless internet penetration rates in Japan, if the phones aren't too expensive, there'll definitely be significant demand not too long after the initial rollout. As I was saying, it seems like DoCoMo's just trying to downplay the unprecendented amount of hype that they've generated. Out of curiosity, I wonder what their I-mode subscriber uptake projections were 15 months ago. I still stand by my prediction that the operators that will have begun W-CDMA rollouts by mid-2002 will see greater W-CDMA handset sales than GSM/PDC handset sales by late 2003. Eric