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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 172.98+1.1%Jan 2 9:30 AM EST

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To: w molloy who wrote (56297)12/23/1999 7:56:00 PM
From: Maurice Winn  Read Replies (4) of 152472
 
<I believe that moderate wireless data speeds (56 .. 100 kpbs) will be more than adequate for the forseable future. Palm VII, for example, runs quite happily at 9600bps.> WM, my experience is that 'adequate' is not how people like to run their lives. They might ogle a Lexus and buy a Ford, but if the Lexus costs less than the Ford and comes with WWeb built in, guess which one they'll buy.

I see the same situation here. Unless 64kbps is cheaper than the MSM5000 solution, I can't see why anyone would buy it. Since the MSM5000 and the CSM5000 also double the capacity of earlier CDMA systems, there is a built-in cost cut of major proportions.

I don't see that building an MSM5000 chip needs cost a lot more than an MSM3100, so people will throw money at it and they'll want, as always, speed, speed, speed, power, power, power, more, more, more.

Adequate is fine by me if it's cheaper and good enough. But when it's not good enough and dearer, no thanks.

<Yes - and hig end apps will be better served by DSL ans bluetooth.
Wirelss will always be bandwidth constrained and technology like WAP and webclipping will make high rate wirless data superfluous.
>

Precisely - bandwidth is the problem! That's why the MSM5000 is a winner compared with the PHS and GPRS solutions; they are inefficient on spectrum and slow while leading to a technological dead-end.

Yes, I like my ADSL and will enjoy Bluetooth. But they don't go everywhere. WAP and webclipping are half-baked ways of saving bandwidth. Better to manage the spectrum efficiently with HDR etc and let customers decide what they want to buy. Tell them the price per bit and let them get as many as they are prepared to pay for as fast as it can be delivered.

There is going to be an early and spectacular shift to WWeb at HDR speeds.

When the Cat's Away the Rats Will Play = WWeb Marketing 101

Mqurice

PS: Well, thank you Idler.
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