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


To: Jim Mullens who wrote (32500)2/17/2003 11:25:00 AM
From: pyslent  Read Replies (2) | Respond to of 197299
 
However, Dr. I. J. stated GSM would be around for at least another decade. This signifies to me, that in order to achieve 93% to 100% Qualcomm/ CDMA subscriber market share without the widespread deployment of WCDMA, GSM1X and MSM6300 equipped dual mode phones will occupy a prominent role in Qualcomm’s bright future.

Thanks for your perspective Jim. I tend to be a little more skeptical than yourself. Do you think that Dr J's statement above can be construed as a warning that it may take "at least another decade" for CDMA to achieve 93 to 100% sub market share? I am under the impression that neither tony or bill had indicated a timeframe for 100% market share. If that is the case, then their statement offers no additional information than to put into quantitative terms what QCOM mgmt has been promising for years that "everyone is going CDMA."