Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.37

-3.7%

11:02 AM EST

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To: qdog who wrote (38900)	8/28/1999 10:40:00 AM
From: DaveMG	Read Replies (1) of 152472

What should Q be doing? Is their CDMA technology confined to a relatively narrow bandwidth for any technical reason? At this point I'd say it's a bit of a stretch to say Irid and ICO failed because they were voice limited. Also I don't think, but here I'm really just guessing, that most of the things most of us will do most of the time with our mobiles will require huge bandwith, which is not to say that data doesn't matter which would be absurd, or that I think there won't be plenty of uses for live video whilst on the run. Right now I'm in the mountains outside Jackson Hole (no I'm not here with AG) and am on AOL at 16kbps. Yes it's a bit slow, but how much of a problem is it really? If I can be completely mobile at 384kbps, which I believe is 3G, that's gonna be pretty spiffy and should be sufficient for quite a while. What about costs? I asked you this last week? Are these other techniques goona be competitive. Sounds to me like multi-mode handsets will be de-rigeur as you suggest. Is Q therefore necessarily marginalized? Dave

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