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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (38484)	1/26/2001 7:13:14 PM
From: The Verve	Read Replies (1) \| Respond to of 54805

Eric, I'm interested in your take on the Dr. J comment where he stated 1X phone quantities would dominate WCDMA phone quantities for 'several years yet to come'. (BTW at or around 38:00 into the CC) I have to admit my reaction to this statement is one of slight disappointment. With 100 or more new WCDMA networks going in within the next 2 years, it was my impression WCDMA was going to begin significantly impacting Q's bottom line a year from now, and if not within a year, certainly within 2 years. As a matter of fact, considering the sheer number of WCDMA networks going in (3 times as many as the current amount of CDMA operators) it was my thinking WCDMA handset sales would rather quickly overtake 1X handset sales. Dr. J's statement sorta throws a cold towel over that, does it not? Many WCDMA networks are scheduled to be commercially operational by the middle of next year. With all the resources directed toward bringing WCDMA to fruition, with all those carrier and vendor contract announcements, (including some with minimum subscriber deadlines) one would presume WCDMA handsets will be available early next year. If WCDMA handsets are indeed available, and with the aforementioned footprint a minimum of 3 times as large as CDMAone/2000, how is it possible WCDMA won't quickly overtake 1X quantities? Your opinion is greatly appreciated... tv