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: gdichaz who wrote (12064)	6/25/2001 6:07:08 PM
From: carranza2	Respond to of 197001

I actually went along without thinking too much about it because Dr. J.'s statement that all CDMA is good CDMA and all delayed CDMA is bad CDMA, was good enough for me. You've got to admit that the story has changed recently. Add to those CDMA statements the following: "All UMTS will be delayed 'til '04 or '05 and will only be 10 million users by then." What's the rest of the story? What about '06 or '07? Well, UMTS is either going to explode then or CDMA 2000 will have replaced lots of UMTS contracts. Or...perhaps, no one can see that far into the future, even Dr. J. Either way, Q makes lots of money, but makes more, of course, if CDMA2000 is a big hit, and replaces many UMTS contracts. As far as UMTS is concerned, GPRS will have to be spectacular in order to keep it alive while the GSM world waits for UMTS. If it flops, Katy bar the doors. For that reason, I'm keeping a weather eye on Nokia's statement that it will roll out millions of GPRS handsets late Fall/Winter this year. I also find it interesting that HSCSD has all of a sudden become a complement to GPRS. This tells me that if GPRS was going to be such a hot on-time thing, HSCSD would not have been necessary and the GSM Guild did not need to have a backup for high end customers. . Doesn't make much difference to me, so long as I'm alive. Glad Q has the bases covered.

To: gdichaz who wrote (12064)	6/26/2001 5:47:18 AM
From: Jack Bridges	Respond to of 197001

"Why should anyone seriously care what W-CDMA is doing, except to push for CDMA 2000 as the real opportunity for Qualcomm?" Yesterday's DoCoMo ad claimed that 90% of 23 million i-mode users access an average of 11 sites per day. The ad also pointed to the May30 debut of FOMA, "the name used in Japan for W-CDMA." 'tech Brief' in today's IHT cites a survey in the Internet White Book showing that 61% of Japanese households have Internet access via cell phones and that 6.5 million use cell phone access exclusively. The 6.5 million is up from only 30,000 a year ago. Even if these remarkable trends stall out soon, isn't it likely that millions of i-mode users will gravitate to FOMA as it rolls out? If so, shouldn't we all be interested in W-CDMA?