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

To: 100cfm who wrote (4060)	10/28/2000 8:40:18 AM
From: foundation	Respond to of 197253

"DOCOMO will go from the envy of the industry to the joke of the industry if this is true." ---------- 100, This is the least of NTT's problems. It's evident that wCDMA will not solve NTT's capacity problems in the foreseeable future... How do they plan to continue to grow - to add more subscribers - when they are capacity constrained now?? DDI must be licking their chops. And what of Japan Phone? Gilder (proven ever more prescient by the day) did state in his August report, "Qualcomm will have a WCDMA demo-chip available by the end of this year, produced in consultation with one or two likely future customers, such as Japan Phone." Will Japan Phone, armed with SpinCo chipsets, launch the first legitimate wCDMA buildout? Will it require QCOM to enable this inferior, cobbled-together, bastard Standard specification to function? If so, sweet irony. Or, perhaps, Japan Phone will simply call DDI.... ben