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

To: voop who wrote (53191)	7/5/2006 2:26:10 PM
From: quartersawyer	Respond to of 196561

"but the costs of spectrum are not insignificant either I presume and with GSM they get twice the bang for the rupee, which would be needed for the forklifts if Telstra et al writes down their CDMA network, Reliance can too" True enough. My point is basically directed to the apparent fact that there's something fishy in the whole stew. First of all is the unique spectrum policy, which started two governments ago. They were clearly in the pockets of the GSM operators' and their supporting bankers. User costs have come down over 90% since the subsequent enlightened gov't previous to the current one began to dismantle the GSM monopoly by allowing CDMA as a loophole WLL technology. Given the reversal of the progress that had begun [not just talking about CDMA advances] I suspect that the current gov't again takes its orders from the GSM side. Also the Communists, (who made shocking and great gains in the reactionary 2004 election) with the Socialists who are in charge, have a visceral antipathy to the capitalist ASmbani family which controls a big chunk fo the Indian petrochemical industry.... and on and on. This Reliance farce is something other than a rational business thing. Going back to square 1, all the talk of extreme royalties as reported is inaccurate. Any reasonable discussion has to resolve that first. Then We can talk about the absurdity of the spectrum allocations. Bear in mind that GSM was entrenched there first. Now allocate double the artificially scarce quantity to the "preferred" technology. Spare me the details.