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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: TobagoJack who wrote (69830)6/28/2008 5:13:26 AM
From: Maurice Winn  Read Replies (1) | Respond to of 74559
 
TJ, it's not really anything to do with Qualcomm. If Qualcomm suddenly disappeared tomorrow, nothing would change for TD-SCDMA or Nokia or W-CDMA or CDMA2000 or EV-DO or etc. The assets would be sold off to creditors [not that there are any, but if there were].

The problem and the point is that TD-SCDMA is useless compared with W-CDMA/HSPA and the CDMA2000 technological trajectory into EV-DO etc followed by OFDM-A technologies, WiMAX, 802.11n etc.

China is hobbling itself and missing a vast opportunity of gargantuan proportions while they pursue the foolish idea of TD-SCDMA.

Seeing it as a conflict is where you are going wrong. I suppose, since everyone in China thinks the same [according to your and their theory, which would be a worrying thing to me as clone-thinking is NOT something I like; the right path is the lonely one, etc...], they also are thinking like that, rather than thinking of the best thing to do.

China copying Japan's PHS strategy and D'oh!CoMo strategy should be a warning to them. Since when did Chinese clone-thinking decide that the way they do things in Japan is the way to copy? If they are going to copy, they might as well copy something good.

China has a lot of people, but few compared with the other 5 billion in the world. A half-baked late-to-market technology of indifferent to zero benefit, is not going to take over the world which is already wayyyy down the W-CDMA/HSPA, CDMA2000/EV-DO track, with LTE, OFDM-A, WiMAX etc going flat out.

Mqurice



To: TobagoJack who wrote (69830)7/24/2008 9:26:37 AM
From: Snowshoe  Respond to of 74559
 
>>they will simply grind qcom until it is dust<<

QCOM up $9 in pre-market!