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

To: pyslent who wrote (32506)	2/17/2003 12:40:08 PM
From: Jim Mullens	Respond to of 197299

Plysent, Re: “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." <<< What I am suggesting is that Qualcomm no longer needs to rely on “pure” CDMA (CDMA95a, CDMA2000, or WCDMA ) to achieve 100% mobile wireless subscriber market share. 100% mobile wireless subscriber market share can be now be achieved with GSM1x and the dual mode MSM6300 equipped handsets along with ”pure” CDMA networks. That’s why I believe the “analyst” and financial media communities have totally underestimated Qualcomm’s value and potential as they have failed to understand this new Qualcomm dynamic. Jim