Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: JeffreyHF who wrote (71465)	11/22/2007 11:06:47 PM
From: Brihack	Respond to of 197311

Jeffrey, Maybe there are better prospects for TD-S-UMB in China. Or perhaps Q should label it 4GSM-UMB and it would sell like hotcakes. Oh well, notwithstanding whatever it will be names, as long as pays Q some royalties, I don't worry about it too much. Happy Thanksgiving! Brihack

To: JeffreyHF who wrote (71465)	11/22/2007 11:09:36 PM
From: slacker711	Respond to of 197311

What you are alluding to has nothing to do with CDMA versus GSM JMO, but half of these disagreements are really about definitions. The writer of the initial article is using GSM to mean the 3GPP developed technologies....and CDMA to mean the 3GPP2 technology path. Using those definitions, the writer is entirely correct in his comments....and much of the industry uses GSM and CDMA in this way. Of course, Qualcomm investors concentrate more on the air interface technology, so it is seen as a slap in the face for Q. Slacker

To: JeffreyHF who wrote (71465)	11/23/2007 11:28:44 AM
From: BoonDoggler	Read Replies (2) \| Respond to of 197311

Jeffrey, Can you cite a source or post a link to said assertions? TIA While Qualcomm may be pushing UMB, they have asserted that they have submitted more proposals to the LTE standard that have been accepted, than any other contributor.

To: JeffreyHF who wrote (71465)	11/25/2007 7:26:45 PM
From: voop	Respond to of 197311

yes I am alluding to OFDMA choices for future networks and I prssume their will be a need for dual mode so that chips and royalties will be in play as the transition ensues from 3G to 4G. Agreed its long term but the premium the stock would have if its customers paid for their services will dimish once the perception that UMB is the road less traveled again. I wonder however if the minority of 3G that is non-CDMA will opt to remain in the minority with UMB but instead use this time as an opportunity to become part of a roamable standard and a larger volume of pieces and part with preferential pricing. If the prospect is diminishing returns than perhaps the best use of resources is to trumpet they have become part of the mainstream. I have seen this movie before as well and it ended 80-20 or so then and I do not think you could match that in the sequel.