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 Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: DaveMG who wrote (12421)	7/15/1998 8:28:00 PM
From: Asterisk	Respond to of 152472

BTW just for your info GSM=Groupe Speciale Mobile. I think that is spelled right.

To: DaveMG who wrote (12421)	7/15/1998 10:12:00 PM
From: Sawtooth	Read Replies (1) \| Respond to of 152472

<<It's true that GSM has tremendous momentum but all the published numbers indicate expectations for CDMA to grow faster.>> dave: With no intention on my part to try and participate in the details of the ongoing technical argument, I would like to question the above comment. While I don't disagree with it as stated, the numbers I've seen show a faster growth rate for CDMA but that percentage must be considered relative to unit volume. The "old 1 to 2 units is 100% growth; 100 to 150 units is only 50% growth". I welcome any and all corrections. ...Tim

To: DaveMG who wrote (12421)	7/15/1998 11:24:00 PM
From: DaveMG	Read Replies (2) \| Respond to of 152472

Tero II, Don't have much time but I'll try and finish(pun intended) Yes, it's true, fragmentation is a pain in the ass. That's what 3G convergence is all about. The question is how do we get there. Its in this framework that Tero is characterizing the Americans as losers and Euros as winners.For reasons that I don't understand he seems to feel that the Japanese are all powerful in this and that they are opting to go with WCDMA, even though I see no proof of this in the press, Japan has rejected GSM, and has just built a nationwide CDMAone network.Irwin Jacobs will indeed prove to have been extremely foolhearty and deserve someloss of respect from his shareholders if it turns out he passed up an opportunity to license WCDMA, and ultimately failed to get anything because Q IPR was circumvented.I used to think this stalemate would hurt Q because it would delay CDMAone orders, but as Chaz points out, the orders have been flowing.I now think without a clear evolutionary path to 3G it's the WCDMAers that appear vulnerable. That growth that Tero speaks of as fact will slow, unless they come up with a solution. In the interim, it appears CDMA-B or two will beat them to the punch.Nokia is hedging, so even they are not as certain as ole Tero. dave