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

To: Wyätt Gwyön who wrote (122278)	7/26/2002 9:18:01 AM
From: w0z	Respond to of 152472

if WCDMA really turns out to be DOA (as QCOM and its bulls have long argued) and 1X continues to do well, that will be a great moral victory for the longs. however, as is often the case, the irony may be that this victory will not matter since the 3G ramp as a whole will be slowed (hurting QCOM, as IJ forecast). That may be true for Europe, but it could actually accelerate CDMA in Asia, here and other places where CDMA already has a foothold. KDDI is demonstrating just how fast the conversion could be IMHO. Maybe PCS/VZ/LWIN will do the same here. Europe was, is and probably will be a lost cause until they wake up and smell the coffee.

To: Wyätt Gwyön who wrote (122278)	7/26/2002 9:18:57 AM
From: jackmore	Read Replies (1) \| Respond to of 152472

gsm1X

To: Wyätt Gwyön who wrote (122278)	7/26/2002 9:34:45 AM
From: qveauriche	Read Replies (1) \| Respond to of 152472

The sooner Europeans abandon wcdma and deploy GSM1X in its place the better. Its no longer, and really never has been a case of "whether" wcdma is a dud. It is a dud. Its always been a dud. And yes, at great expense to the carriers who believed them, Nokia and friends have squeezed a few extra pennies out of the GSM lemon and delayed QCOMs ascendance in the process. But that has happened and the issue on the table now is how do we move most quickly from here. And the answer is that the trickle of defections from the pipe dream become a torrent. With each additional WCDMA launch delay, and with each additional successful 1X launch, the torrent probability increases along with the probability that the defectors will look to GSM1X for salvation. As a LTBH qcom investor, this is a good thing. Not a bad thing.