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: phatbstrd who wrote (6348)	1/21/2001 5:26:30 PM
From: kech	Read Replies (1) \| Respond to of 197214

I think what Art means is that last year at this time most people expected Qualcomm to get some large scale installation of CDMA networks. A couple months later this was called into question, and you know the rest of the story...

To: phatbstrd who wrote (6348)	1/21/2001 6:04:06 PM
From: Eric L	Respond to of 197214

<< What is it that we assumed a year ago?? >> I won't speak for others, but I will tell you what I personally assumed at the beginning of 2000: * That CDMA would continue to be the fastest growing technology in the world. * That CDMA would achieve the annual growth forecast by CDG - 50M new subs and 100% annual growth. * That the IS-2000A standard for cdma2000 submitted to the ITU for May approval would feature data rates higher than 153 kbps and in fact would meet or exceed the ITU IMT-2000 requirements for all 3 environments (fixed, mobile, pedestrian). * That ALL existing cdmaOne operators would choose cdma2000 for IMT-2000 3G spectrum technology. * That Anatel would choose 1900 MHz for new 2G spectrum auctions rather than 1800 GHz. * That QUALCOMM would get a lot of mileage out of their exhibit at the GSM World Congress, and CDG would benefit from their appearance there. * That CDG would be accepted in 3GPP as a Market Representation Partner. * That potentially we would see a carrier or carriers using competitive technology contract for a CDMA "overlay". This wasn't my "wish list". These were pretty solid assumptions. A few of them I would have bet the ranch on. - Eric -