SI
SI
discoversearch

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 Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: slacker711 who wrote (103705)9/4/2001 11:58:03 AM
From: gdichaz  Respond to of 152472
 
slacker: The "counting" is one of the fun swing things in trying to keep track of the CDMA tsunami.

Perhaps the old idea of go with the flow makes it easier to sleep at night.

For example, the potential in China for CDMA is so huge compared to elsewhere that it might make sense to look there.

But wait one, in Japan the opportunity is so great that might be where to look.

And of course there is where the initial action is, Korea.

Then there is the US and North America (Canada, US, Mexico).

And looking therein, there is not only the usual suspects such as Sprint PC and Verizon Wireless,

But NextWave.

And Nextel.

Then South America, where CDMA is growing in Brazil and elsewhere.

And TDMA may convert.

And what about the slow movement up on the outside CDMA - WLL in India and emerging ever so gradually elsewhere?

And last and laughingly, Europe - the fortress with the moat. Will the moat be breached? What about Eastern Europe or WLL in Russia? or ....?

Or ....

Then there are all the potential devices beyond "phones", with the huge opportunities with computer related devices (including the smallest computer, the phone itself), such as laptops, compact portable devices of all kinds, PDA's, and even last but far from least - the "last mile" to the enterprise or the desk in the office or home.

Not to mention satellite opportunities.

Or automobile related markets.
Fun to contemplate.

Best.

Chaz