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 : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (12847)	6/19/2001 11:28:52 PM
From: JohnG	Read Replies (1) \| Respond to of 34857

Hype, hell. Open your eyes! From the Doctor @ QCOM Club--in short, a mighty QCOM wave has built to the point that it is unstoppable. Rich, Ben: Actually, I think the FUD machine is dying. You know how it goes: first they ignore you, then they fight you, and then they embrace you. If the gorilla structure holds, eventually the competitors wither away and you're either a friend or your dead. The first step was to license establish players (Mot, Lu, Nok). The second step was to dominate the critical component, chips. The third step was convert competitor technology over to CDMA (Ericsson). The fourth step is to gain control of the technology (happening now via TTM, cost, core competencies, HDR). The fifth step is to be able to set allied standards (Brew, Snap, ...). Its all happening, and will occur far more rapidly than appears possible now. In 2002: . cdma will be 3G world wide . 1xEv will begin service in multiple markets (Australia, Korea, Japan) . Nextel will begin fielding 1x . China will release new 3G cdma2000 spectrum . Some very interesting TDMA->cdmaOne conversions will be announced. . Brew will be widely available . WCDMA will go synchronous: for this, Q needs agreement with DoCoMo and DoCoMo is under extreme pressure (KDDI, Korea, Chinese cdma2000 rollouts + Spectrum needs). Not even mighty Nokia is can stand in the way of this great Tsunami. Really, the FUD is a bare whisper vs. the roar last year. -- CDG announces a TDMA->cdma2000 conversion. UWCC slams it (our members are not interested!). AWE: quiet period, can't comment. Cingular: no comment. -- AT&T says cdma2000 rolling out much faster than they expected. (Not said, but implicit is that their technology path is rolling out slower than expected). -- Dr. J. accuses CTIA board of lying to the president in an attempt to get spectrum. While Dr. J. did not use the word, the legal term is fraud. -- Nokia threatened to be kicked out of CDG over white paper, and is now completely isolated. -- Everyone, but everyone is agreeing the WCDMA is way late. -- Everyone who is talking agrees that handoff is a big problem with wCDMA -- Korea says they cannot field WCDMA before world cup, but will field second 3G technology -- European telecom operators under heavy financial pressure due, in part, to auctions. They need some revenue generators now. -- KDDI may launch 3G before NTT does -- Ericsson supports cdma2000 -- GPRS handsets are late. It is getting boring. But you know, the chinese have a curse "may you live in interesting times". (Wars are interesting, so is famine, ....). I will be very happy to be bored. --the doctor

To: Eric L who wrote (12847)	6/19/2001 11:42:13 PM
From: 49thMIMOMander	Respond to of 34857

Yes, Clark Hare is a smart guy, knowing the limitations of sillycones as well as those of real life masts. Ilmarinen