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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!
QCOM 146.45-4.1%3:37 PM EST

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To: tero kuittinen who wrote (782)9/14/1996 1:13:00 PM
From: Chris Reeder   of 1819
 
Tero let's expand this technological debate to
a higher level. TDMA has been in commerical
use since the '60's. Primarily in microwave and
satellite. Also fiber opitics uses TDMA. The
transition to wireless isn't so new either. When the
first cellular was devised by Bell Labs, digital
was thought about. The problem was analog
at the time gave better spectral efficiency.

Enter the Europeans with their mired forms of
analog wireless standards. In 1983 or 84 the
EU called for a Pan-European standard based
on TDMA to support ISDN. The first systems were
started in 1991 or 92. That sure is a long lead time
from concept to actual deployment.

Now coincidentially, CDMA was around. Unfortunately,
US export and technology laws were greatly influenced
by the cold war. CDMA was the province of the US military.
So this passe argument about the newness of CDMA
is unfounded. If you look at the the time QCOM first proposed
IS-95 it was at the end of the cold war.

The reference to Asia is about the CT-2 standard
brought to you by the British, the original thinkers
which is PCS in the US. And the CT-2 disaster is
based on TDMA.

ERCY and Nokia can research all they want with
modems. You are not going to transmit bits and bytes
faster than the bits and bytes of the carrier you modulate
on to. It flies into the face of physics. That is why CDMA
when it overcomes it problems is the more flexible
standard. TDMA is a slot or channelized technology.
If it takes a space that eight voice channels to do 19.2
Kb/s, where does that leave the claims of comparable
voice capacity for GSM? This is something the print media
and the investment community have not focused on.
When these folks start to realize that the wireless world
is going to have the demands of high speed data place
upon it, then the emporer know as GSM will be exposed.

Tero I have high regards for ERCY and Nokia, hell I've
even been to the Telecommunication Museum in
Stockholm. Do not disregard Motorola just yet, although
I'm no fan of theirs. The other night I was at my favorite pub.
A chap in the bar was highly agitated with his phone. The
phone was an analog Nokia. I ask what service he was
using. I told him it not the phone. He was not happy with
that answer. I could have spent 3 hours trying to educate
this individual on the use of his phone. It still was the
phones fault. The average person isn't a technical
person, hell most folks VCR flashes the time. You start
talking Watts, S/N, C/N, BER's; a huge fog engulfs their
head's. That one guy hates that Jap phone named Nokia.
I know and you know it is a Finnish phone and it is a
good phone. How do you overcome consumer
ignorance? Well he wants a Motorola phone like
he had before.
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