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Strategies & Market Trends : Steve's Channelling Thread -- Ignore unavailable to you. Want to Upgrade?

To: Bosco who wrote (11577)2/22/2001 10:52:41 PM
From: megazoo  Read Replies (1) | Respond to of 30051
 
Actually the numbers that Kyocera implied is the following: the GSM handsets (a la Nokia, Ericsson, etc) will be lowered due to lack of demand. The CDMA handset number (QCOM) will increase.

Also, delay in 3G in Europe may be a blessing in disguise for QCOM. Too much confusion over W-CDMA (the one not preferred by QCOM), whereas, the CDMA2000 (QCOM preferred) is ready to roll out in the US, Asia, etc.

FWIW



To: Bosco who wrote (11577)2/23/2001 6:44:37 AM
From: Rich1  Read Replies (1) | Respond to of 30051
 
I just posted the story because wanted to add what Zeev had brought to light..
glad I got out of QCOM earlier in the week..<g>


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