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

To: slacker711 who wrote (53019)	6/30/2006 3:56:02 PM
From: kech	Respond to of 197012

All I know for sure is that there is something to the fact that GSM is being chosen over CDMA by customers that goes beyond this thread's traditional answer of corruption. All I know is that there are a lot of high profile threats of flips, all coincidentally announced to coincide with a collapse of a Sanyo/Nokia JV with the convenient excuse that Nokia can say that the CDMA2000 market just isn't worth the trouble anymore. These possible flips are also announced at a time where a high profile renegotiation of a WCDMA license by Nokia is happening by April 2008 and lawsuits are filed everywhere by every possible ally of Nokia. No there is no coincidence to these events... The fact is that GSM is what is dying, and its only remaining life is in less developed countries. Nokia has managed to turn a sow's ear (its pull out from CDMA) into silk purse.

To: slacker711 who wrote (53019)	6/30/2006 3:57:36 PM
From: bdog	Read Replies (1) \| Respond to of 197012

"All I know for sure is that there is something to the fact that GSM is being chosen over CDMA by customers that goes beyond this thread's traditional answer of corruption." Your speculations - pricing , choice, SIM cards are as accurate as any. GSM, as the mature widespread technology had insurmountable advantages over the technically superior upstart. Thats the fact and the results of head to head compettion are therefore not surprising. However, the future is 3G and that is CDMA and that is where the rubber will meet the road. Its starting to happen and thats why the war is full on again. Final battle for me - after the dust settles I'm going to take my marbles (hopefully more than I've got now) and leave the 4G wars to others. Cheers, bdog