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

To: Clarksterh who wrote (33061)	3/4/2003 8:06:40 AM
From: Sun Tzu	Respond to of 198335

> A) It is technologically significantly more complicated than CDMA2000. Sorry, but I don't see this as sufficient reason against political aspirations. The best technology does not often win. > B) It is nowhere near trials - which means that it won't be commercially available for at least 3 years Now this I like. It means, if I am not reading the schedules wrong, CDMA2000 will have 30 month lead. But again, how loudly one can yell and how much financial and political backing there is for each side can play just as big of a role. > C) It doesn't bypass Qualcomm's patents. Well, it shouldn't. But my premise was that China will try and may (unjustly) push the issue or at least use hard ball tactics to lower its payments. I admit I am not as knowledgeable about the issues as I should be, which is why I am discussing it. It is just that I cannot see any other motive in creating TD-SCDMA than trying to low ball QCOM. Do you? ST PS if you still have link to your research I'll be happy to read it.