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: Mark Marcellus who wrote (7691)	2/23/2001 12:20:50 PM
From: JGoren	Read Replies (1) \| Respond to of 196927

I just looked at what happened. Unfortunately, my cash position is nil, but this is the greatest buying ever. This is what we have all been expecting: THIS IS THE SHOWDOWN. Dr. J. needs to be more forthright: WCDMA won't work; there is a two-year delay. Europe has been hoping it could have its own standard. Qcom is ready now to overlay with multimode cdma 1x and cdma2000 will be on time. The gig is up folks.

To: Mark Marcellus who wrote (7691)	2/23/2001 10:14:54 PM
From: Randall Knight	Read Replies (3) \| Respond to of 196927

IMO, the continued cat fights between Qualcomm, Nokia, Ericcson and other participants are bad news for the entire industry. If I were a banker, I wouldn't want to lend money to anyone to build infrastructure so long as the proprietors of the technology are all at each other's throats. There are two things that you are missing that make that point of view faulty. First, W-CDMA costs the same or more to overlay on a GSM network as CDMA2000 does. In fact, given the delay and dubious feasibility of W-CDMA, it might turn out to be way more expensive in the long run. Money is being burned only by those companies who refuse to move to CDMA2000 quickly. Secondly, what you say would be true if the debate about the various flavors of 3G CDMA were world-wide. Fortunately, CDMA2000 will chug ahead in the USA, Japan, Korea, and South America. These markets will prove the economics and the business model of using CDMA 2000. Investment bankers will be falling over themselves to participate in the wireless tornado that will follow. When moving wireless data rates in the MB/sec range are commonplace in the U.S. and elsewhere, the rhetoric will finally end. I know that many are frustrated at how long this is taking to play out. But the end is finally in site. This is the year when I'll be sitting at my laptop getting cable modem speeds without wires. Wire services and industry rhetoric won't stop that from happening. Those providers who can't offer that type of service will be left in the dust.