Quotes about cdma (16 Quotes)


    With CDMA we were responding to the desire for capacity increase and wireline voice quality now the interest is in wireless data, with the Internet clearly the key to that.

    While subscriber growth remains strong, especially in developing regions, the revenue opportunity for the infrastructure vendors appears to be more muted as the market moves from coverage driven investments to more incremental capacity spending. We forecast that increases in WCDMA revenues will more than slightly offset declines in GSM-based infrastructure. The CDMA market has matured such that it is prone to the ups and downs of upgrade cycles, but should see modest growth through the scope of our forecast.

    It's been a political football since its inception in 1995 when the first trial CDMA networks were put into place, ... There have been a lot of delays with restructuring and politics. Look at Qualcomm's stock price -- it's a yo-yo of U.S.-China relationships.

    We delivered record first-quarter revenue and strong year-over-year growth led by demand for our chips. In emerging wireless markets like China and India, demand for low-end CDMA phones is increasing in more established markets like the United States, South Korea, Japan and Europe, subscribers continue to migrate and upgrade to feature-rich 3G devices and services.

    And number three, we think that a number of carriers around the world using an alternative technology known as TDMA or GSM, instead of migrating down a path using a technology called Edge -- which does not involve Qualcomm -- will decide to overlay Qualcomm's CDMA 2001X technology,



    I'm pretty pleased. It's early in the year and there's a lot left to unfold. CDMA is more mature than W-CDMA, and predicting the W-CDMA market is not an exact science. I don't think of our guidance as conservative, I think of it as us being cautious. Our goal is to try and be accurate.

    Our concern on Qualcomm relates to the outlook for the handset and CDMA business. As we have indicated previously, we remain concerned that the company may take down forecasts for future earnings because we think the company's CDMA forecasts are too aggressive.

    Qualcomm will still get royalties, because they have key intellectual property rights for using CDMA in mobile telephony, ... What is a little more at risk is what it means for Qualcomm in terms of their chipset business.


    Over time, all handheld computing products will become wirelessly enabled, and Qualcomm's CDMA technology provides a great path for enabling these solutions,


    Today, people expect wireless services to be as fast, reliable and secure as their wireline connections. Nortel's DO Rev. A and IMSMMD solutions will help make tomorrow's service aware networks more intelligent, and assist CDMA operators in increasing profit potential by creating new business models and service bundling opportunities to enhance the subscriber experience.

    No. 1, we're increasingly convinced that Qualcomm will be able to get a substantial royalty in all third-generation equipment, which will be based on its CDMA technology, ... No. 2, we're getting a growing amount of evidence that China intends to deploy CDMA nationwide. That was a big concern earlier in the year among some investors.





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