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


To: limtex who wrote (5754)12/26/2000 3:40:20 PM
From: tradeyourstocks  Read Replies (2) | Respond to of 196782
 
limtex- there really is only one answer that makes sense. The Koreans are focused on getting their IMT-2000 licenses and funding from Docomo and the Euros. They won't get any funding for CDMA2000 so they choose to support WCDMA. I think they probably realize that it won't make a huge difference in the long run since the differences between CDMA2000 and WCDMA will either be harmonized into or made irrelevant with the advent of multimode equipment.

You may remember that earlier this year, SK and KT made a lot of noise about their IS-95C(1x) developments but that was quieted down with the subsidy ban and the 3G auction debate. I believe that once they get their 3G issues worked out we'll be hearing lots about the great benefits of IS-95C. After all, they are investing significantly in nationwide upgrades. One would think they would like to get a ROI.

One last thing, I find this whole industry as confusing at times as you do, but I try to focus on the technology developments and not so much on the political bs that dominates much of coverage. I'm consistently impressed with the technological advancements made by Qualcomm when compared to much larger companies (I'm looking at you Motorola and Nokia). It is these advancements, I believe will ultimately decide the direction that most if not all wireless carriers will go towards.

MicroE