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

To: TobagoJack who wrote (69958)	7/15/2008 7:40:47 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 74559

Looks as though TD-SCDMA isn't working as hoped: Message 24760904 Did you see that CDMA is to get a huge push in China? Message 24758268 No more goofing around living in cast off PHS from Japan and anachronistic GSM from Euroserf world. They are going gung ho with CDMA. That will no doubt be in 800MHz for the most part, with 450MHz where better done there such as countryside. They will also gear up for OFDM/CDMA multimode with WiMAX/Wi-Fi thrown in, I guess. The fun has begun, Perhaps your telecom travels in China recently included aspects of CDMA discussions. With that much money sloshing around it would be surprising if you weren't in attendance. $12bn this year is real money, even with big spenders. Gung Ho, Mqurice PS: Another idea, instead of Taiwan supplying loads of CDMA gear to China, is that China and Taiwan could bomb each other to smithereens. China is apparently keen on that option and it would certainly provide a LOT of entertainment as the Iraqi conflict winds down and Afghanistan's conflict is in dribs and drabs and the Iranian sabre rattling is going nowhere fast. The war-mongers will have to hurry because those anodyne CDMA phragmented photons will be suffusing their frazzled brains and peace light harmony happiness health prosperity fun and love will break out instead of high octane phragmentation bombs. I admit that building mobile cyberspace doesn't make as fascinating tv as does a Twin Tower double teaming attack on a clear blue morning, or a phalanx of rockets zooming into Beijing or Taipei making a LOT of noise and light, smell and blast, but it does have redeeming merit and shouldn't be dismissed out of hand.

To: TobagoJack who wrote (69958)	7/25/2008 6:19:41 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 74559

QCOM struck gold!! See if you can spot which day it was: finance.yahoo.com They found a rich seam in Finland. They are exploring in China too. China is looking in the TD-SCDMA mountains, where there is only fool's gold. Qualcomm, being experts in cyberspace exploration, are trying to guide China's explorers to where Qualcomm believes there is wall to wall gold. It seems that the seams of CDMA2000/W-CDMA aka EV-DO/HSPA are starting to attract China as TD-SCDMA is shown for the fake it is. When 1.3 billion people with expanding GDP per capita get with the programme, they will make a change in humanity such as has never happened before in biological history. It will be a bigger event than even the invention of DNA, [not just human DNA, which was quite impressive itself], let alone the trivial industrial revolution, agricultural development, the invention of fire, the wheel and sliced bread. But in China there is gnashing of teeth and calls to the introspective culture of The Great Wall of China and all the little walls of China [the first thing to be built in any development]. Hopefully, China will cast aside those old and failed ways of thinking and adopt Rewi Alley's Gung Ho ideology. Working together is much, much better than playing dog in the manger. Nokia knows that and has signed up with Qualcomm in a big way. When China comes around to the 21st way of thinking and gets onto CDMA in modern incarnations, and OFDMA to boot, they will make a LOT of money [which is the bait but not the real reward]. Qualcomm will also strike it rich, with a tiny little piece of the action [a derisory royalty and some ASIC sales]. In the process of stopping Qualcomm getting a tiny reward, China is stupidly shooting itself in both feet with TD-SCDMA. Sooner or later, they'll figure it out. Or not. If not, well, China can be just another also-ran in modernity and stick with working for the rest of us for low pay. Gung Ho, Mqurice Psst, don't mention it to Nokia, but I am counting on China seeing the light, because Nokia got such a good royalty deal [albeit in exchange for handing over patents and a mountain of loot, inter alia]. I want Huawei, Samsung and others who pay the normal royalty rate to gain market share around the world and replace ALL of Nokia's business. They can't do that using TD-SCDMA even if it did work in China. They can do it using China's huge home base in EV-DO/HSPA/OFDMA/LTE/WiMAX/Wi-Fi and leveraging that into sales to the other 5 billion people. Yes, they'll have to pay Qualcomm the royalty, but it's a derisory 5% - don't be such cheapskates!! Samsung pays and look at them go. It's only 5% of the handset, not the whole 2 year value of handset and service provision. Qualcomm's share of the total is about 0.5% royalty = nearly nothing.