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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?

To: TobagoJack who wrote (24890)	11/2/2002 2:34:29 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

Jay, of course I love to see that. Thanks. Huge profits again, despite vast expense still going into R&D. But the author doesn't understand some large details. For example: <Critics say that such gains also were driven by subsidies and revenue-sharing arrangements. Moreover, a great many of the handsets in use in China are refurbished. And China Mobile, the largest provider, is on the GSM standard and is, for now, expected to adopt wideband. But Qualcomm fans counter that CDMA2000 technology is gaining such momentum that carriers may rethink their plans. Says Perry LaForge, executive director of the CDMA Development Group: "Why would you even consider going to WCDMA?" Of course, with European carriers faithful to wideband -- some are legally bound to it -- that technology is very much alive and kicking. (Clouding the picture further: China recently expressed interest in a third CDMA technology -- TD-SCDMA -- for its 3G wireless network.... > QUALCOMM will make MORE money, not less, from W-CDMA. W-CDMA is also based on QUALCOMM technology. The W-CDMA proponents have agreed to the same royalty rates as for other CDMA technology. The bad thing about W-CDMA is that consumers end up with a worse technology, have to pay more for it and it's so fragile that it won't be really running right, more or less, until 2005. If the Eurowackoes had gone for cdma2000, they could all be swishing around in mobile cyberspace right now. They tried to do what China is trying with their silly TD-ScamCodeDivisionMultipleAccess . The delay in W-CDMA has been the problem for QUALCOMM. The delay was of course intentional on the part of Nokia, Ericsson and the GSM Guild, because they enjoyed huge market share in GSM and needed to prolong that as long as possible before those damn barbarian hordes from the East, Ghengkis Khan's descendants, came swooping through with low-cost phragmented photon cdma2000 light sabres. But now, they are stuck! The barbarian hordes have got cdma2000 humming. China too. Eurozone is stuck in their GSM world. W-CDMA won't fly. cdma2000 does. "Omigod, here they come!!!" The other, even larger, mistake is to think that 3G is a fizzer. That's the lie promulgated by the Nokians and the terrorized GSM Guild who are like Aztecs of the telephone world. They hold their GSM cross high and chant mystical incantations in the vain hope that their ancient culture will keep a place in the cosmos. Evolution is a harsh world. The creator of immense beauty, but the destroyer of 99.999999999999999999999999% of false attempts to create that beauty. 3G is not a fizzer. 3G is shorthand for mobile cyberspace. Which is the equivalent of having a mobile brain. Most people like to carry their brain around with them rather than leave it at home or the office. Similarly, in years to come, the idea of not having cyberspace on tap, with a quick Googling available any time, not to mention maps, hotel reservations, airlines, taxis, Silicon Investor and an infinite array of stuff, will be simply absurd. This is the biggest thing ever, since the first coil of DNA twisted itself out of the goop. This is the equivalent of the dawning of sentience in our dimwitted brains. But it's much, much more than that. This is a turbo-boosted sentience under construction which religious people waiting for the second coming should be in awe of. To glibly dismiss it as a few ringtones and cellphone games or low resolution photos of silly things to friends is to utterly misunderstand what is going on. Rome wasn't built in a day and RoamAD is taking a few days too Subject 53383 Somebody could look at a human zygote and be forgiven for mistaking it for a piece of jellyfish or something. Check the growth rate. Check the matter and antimatter, magnetic flux and propulsion system. Look at where it's going, not where it's been. Yeeeehaaaaaa!!!!!!!! Mqurice