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: lkj who wrote (23322)	2/24/1999 3:04:00 AM
From: The Prophet	Respond to of 152472

With due respect, your own examples disprove your argument. GSM has lost precisely because it was not as good as CDMA and was forced on the world by artificial regulation and standardization. Same as HDTV in Japan. Japan had a wide lead in analog HDTV because of government- led standards. Problem was that non government-led business figured out a way to digitize HDTV and Japan was left in the dust. The same is self-evident with GSM. Your statement that government makes better decisions than business when a country has limited resources is unsupportable by any empirical evidence and, in truth, is provably false as shown above, as well as by the collapse of communism and the laws of human nature. Even God chose not to fight Darwin in the end.

To: lkj who wrote (23322)	2/24/1999 8:24:00 PM
From: Perry LaForge	Read Replies (2) \| Respond to of 152472

To all: I would not worry too much about the recent WSJ article. Remember Steven Tiche's "Blind Faith" piece? Steve is now doing something else. You can't get it that wrong. What we will have to do is, as we have always done, show that Wayne is wrong. We do that with facts. Hopefully we will soon be able to show that the article doesnt match reality. I'm with Irwin, things are looking up in China, so it is disturbing to see something like this come out of left field. We are looking forward to showing Wayne was ill informed. With regard to lkj's comments..... If you had ever looked at the cost per subscriber numbers for GSM and cdmaOne you would understand that CDMA is a clear winner. If you had ever looked at the capital required to convert from GSM to WCDMA you would understand that cdmaOne makes even more sense as starting point for growth. Bob Egan from Gartner shows the CAPX cost for GSM operators going through the roof as they convert to WCDMA. How then would holding off on cdmaOne be a "wise decision?" You have taken the WCDMA bait just as planned by those who designed the "wait for WCDMA strategy." Its illogical if you go beyond the surface, market hype. I am hopeful that the Chinese will not fall for the same.