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Monday, 07/26/2021 3:01:24 PM

Monday, July 26, 2021 3:01:24 PM

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If we keep our QCOM analogy, Qualcomm technology; CDMA was considered a violation of physics*. It competed with something called TDMA, an acronym for time division multiplexing. QCOM did not win every mobile platform. However, they won a significant portion in the North American market, and the rest is history.

My only point with this, even if there is another technology that is competitive with polymer, it does it mean that one of the other is going to capture the entire market. You can demonstrate even better technology, which CDMA was, and still not win the entire market.

By the way, CDMA was also considered ‘wide and weak’. It was a significant power saver in the mobile platform. Even so, still didn’t win everywhere. Regardless, QCOM’s current market capitalization stands at $161B.


* CDMA adhered to Claude Shannon’s information theory and his remarkable equation determining its limits in a communication channel. So while some in the communication industry at the time felt it was a violation, it adhered to Claude Shannon’s equation regarding’entropy’ in communication in a channel.
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