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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 137.34

+0.8%

Feb 6 9:30 AM EST

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To: FedWatcher who wrote (51995)	11/29/1999 11:22:00 PM
From: Quincy	of 152472

CSCO and HDR. Apples and Oranges? mktnews.nasdaq.com\www\nasdaq\news\rf\1999\11\29\RF225530AT131.html&site=NASDAQ&usymbol=CSCO&logo=&companyname= Anyone have a guess of what kind of power will be required for a 30 mile link? Do I want it anywhere near my body or my laptop running on batteries? Inter-building microwave links have always required outdoor antennas. For that kind of effort, are we talking about a 2.4mb/sec consumer-grade link or something faster? HDR is a system that cellphone users have by replacing one chip and software in next-years handsets (based on MSM3100 with a USB jack). On the infastructure end, it would use the exact same spectrum license and base station transceiver as CDMAOne. I don't see any infastructure re-use on CSCO's system. It does not have access to near 50 million existing customers paying the bills for spectrum licenses and base station realestate. If square miles of coverage are to be built-out, it doesn't appear to have the volume and popularity of voice handsets generating revenues to pay for this infastructure until data becomes dominant. But, it will give symmetrical wired data infastructure currently consisting of T1/E1/OC1 or HDSL links a run for its money. In the future HDR could demand the addition of more T1-type data lines to each existing base station. Why not replace this with CSCO's just-announced microwave links. That would save you big $$$ over a $250+ monthly line lease contract for a single 1.566mb/sec T1-line. Anyone who has had DSL installed in their house have realized how labor-intensive it can be to have techs visit from the phone company, the DSL company, and then the modem installer. (I was visited by the Ghost of xmas past (PacBell), The Ghost of xmas present (Covad), and the Ghost of ignorance (tech from my ISP, who took my house wiring apart before he discovered the modem was dead out of the box.) HDR can eliminate this. Not sure CSCO is aiming for the same target.

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