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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?


To: 16yearcycle who wrote (7854)7/9/2001 1:28:30 PM
From: Bill Harmond  Read Replies (1) | Respond to of 57684
 
You have been right about Qualcomm for years now! I remember you telling me that 3G=Qualcomm.



To: 16yearcycle who wrote (7854)7/11/2001 4:02:39 AM
From: damniseedemons  Read Replies (1) | Respond to of 57684
 
The big issue with 3G is that it's going to take longer than expected to get here.

I think 2.5G (GPRS) is more than a transitionary technology. GPRS will be very successful and that success, among other things, will serve to delay mass market 3G rollouts. This is particularly true in markets where non-packet-data switched networks are currently prevalent (Read: most countries except Japan).

If I were interested in this space I'd prefer to consider how to invest in 2.5G rather than 3G.