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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: A.L. Reagan who wrote (25015)	7/27/2002 2:30:21 PM
From: quartersawyer	Respond to of 196448

We do not think that will happen for at least another quarter Absolutely. Or 5 years. Solid positive expectations other than long term are condemned to be baffled and disappointed by the capricious shuffling of a large deck of slippery variables. China is especially difficult. Eric L just posted: CDMA handset prices range from US $375 to $1000 in a market where a GSM handset can be had for under $100 This blurb from the ChinaNex website "reports" $96 cdma handsets, but low quality initial domestic products may be on the market. If the Unicom launch was actuallly dependent on stuff like "green", or crystal clarity in 2G form, then they're very very foolish. But that may be just what's "reported". It has been obvious for two years that anything other than a 1x rollout would be at a disadvantage to the big cheap GSM existing networks. It's unlikely that Unicom and Zhu's government's moves have been haphazard or stupid. Still, the venture clearly goes nowhere without 1x, and needs GSM/1x to be great. "Reports say most Chinese consumers keep a cool attitude toward CDMA service, even though price for handsets has fallen substantially in recent months, as low as 800 yuan ($96, which is considered very low in China). Market observations show the excitement went for a few days but has since become lukewarm again. Most consumers ask questions but few reach their pocket. Some say they will wait for price to fall further. Unicom insists consumers will value CDMA's better performance, less radiation and few dropped calls, but random interviews found most consumers think otherwise and do not believe it can do what Unicom has promised." [07/25] chinanex.com doubts as to whether MP3s, digital cameras, and the like will ignite sales in the US are the softest spots to poke at. Everybody does it, nobody has any better idea than anyone else. Seybold says to count on the increased capacity and efficiencies. "Gadj-gits", as my grandfather said, don't appeal to older Americans. I'm guessing that the young will drive the industry, and their ascendancy will take years. Then again... IJ's in Helsinki? Co-operation?