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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Maurice Winn who wrote (129451)6/1/2003 8:47:13 PM
From: Stock Farmer  Read Replies (1) | Respond to of 152472
 
Mq, yes, but we are not talking physics.

We are talking psychics. Or the science of crystal ball gazing. Or something similar.

As far as stopping CDMA? Who cares? Cripes, the planet can't even quit using AMPS, so it's not like "technology" rules the day. Absolutely it isn't. It's something else.

And while that impressive list of countries you note use CDMA, judging by planetary market share, it's apparent then that an even more impressive list of countries don't.

Ok, so GSM's TDMA bit transport protocol can't handle data. Thus the GSM folks (who have the majority of the market, and thus market power) are looking at alternative solutions. Which might include migration to such strange words as EDGE and WCDMA and GSM1X. Or maybe even some wacky hybrid of OFDM and TDMA with an acronym that only the vocal chords of a Finn could pronounce correctly. Dunno. That too remains to be seen.

My musings on this thread are that it is by no means a slam dunk that CDMA will eventually dominate and permeate every version of wireless device on the planet. Or even every wireless broadband terminal. Or even every cellphone.

Even though this is the eventuality by which the stock, QCOM, appears to be priced.

John



To: Maurice Winn who wrote (129451)6/2/2003 3:26:59 AM
From: Ken S.  Read Replies (1) | Respond to of 152472
 
Maurice,

"There are CDMA interests in most countries other than Europe now, so I believe the technological and economic issues will dominate over vested interests, although that wasn't the case in the GSM deal for Baghdad [an obvious case of money for mates there]."

I think the US military probably preferred GSM in IRAQ because CDMA use psuedo-random numbers to encrypt the signals and GSM is not encrypted.

Ken