SI
SI
discoversearch

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 Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: hedgefund who wrote (141271)1/22/2006 3:36:07 PM
From: certils  Read Replies (1) | Respond to of 152472
 
Not at all unexpected and IMO great news: finally some progress toward the next opening of the next chapter in the China saga. When they make the next announcement, my money is on a TD-SDCMA carrier, a CDMA2000 carrier and a WCDMA carrier. Whether or not the TD-SCDMA tech is folly, the licensing of operators to operate under the other two technologies will put China on even footing with the US, where consumers can select their carrier by system characteristics, quality and roaming preference.



To: hedgefund who wrote (141271)1/22/2006 4:42:16 PM
From: Maurice Winn  Respond to of 152472
 
China copies Japan and makes a bastard local product, TDSCDMA, to exclude evil foreigners, although it has no technical merits, economies of scale, or other advantages over much more developed forms of CDMA [so far as I've seen reported anywhere]. Also, it won't be as good as QUALCOMM's swanky new OFDM technology. China is determined to remain a backward place.

Of course they will get reasonable economies of scale with 1.3 billion people who are held prisoner within whatever system the authorities force on them, the same as GSM succeeded wildly in Europe, at great cost to the natives.

Mqurice



To: hedgefund who wrote (141271)1/22/2006 7:56:33 PM
From: quartersawyer  Read Replies (2) | Respond to of 152472
 
That TD-SCDMA news contains exactly one bit of new "information"-- the network. it says, will not piggyback on a WCDMA network.

Could be that the Chinese figure any money spent by the government that pays for Chinese goods and services isn't spent at all, just redistributed. Waste would only be relative to possible higher productivity via a freely competitive way of doing things, but the monetary waste remains in Chinese pockets.

Even the esteemed Huawei sometimes operates at a loss covered by the government ( since Huawei has never been offered publicly to foreign investors). Their low low bids for infrastructure outside of China have been challenged by competitors as impossible.

Telecom will be well supported in the construction and rollout of TD-SCDMA, but if in fact it's not a great facility, all of the mid to high end will go to the WCDMA and CDMA2000 networks. So who's not happy?

Edit-- 100 by May 21, 2008 for a box of pop tarts