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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 179.02+3.7%Nov 5 3:59 PM EST

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To: qdog who wrote (38997)8/30/1999 2:05:00 PM
From: DaveMG  Read Replies (2) of 152472
 
Qdog,

I don't know if anyone else is listening but you've certainly gotten my attention.

The key question with respect to Q at any rate seems to me to be whether these higher throughput wireless systems will be able to evolve towards and to true mobility. Of course CDMA was "impossible" before Messrs Viterbi, Jacobs & al. came along so one can easily see that one needs to be careful when saying that something can't be done. Will it be possibe to have 10 megabit/second throughput on a true mobile in a few years?

Now this issue about 3G. What's the difference between Europe and the US? Europe is allocating more spectrum, primarily, 2-15 MHz channels to accomplish 3G. The US? What is their plan? Considering the amount of money the FCC raised in auctioning the original spectrum, how are they going to accomodate license holders of 30 MHz and 10 Mhz B/W with more spectrum to handle 384 Kbps? 384 Kbps is roughly 30 voice channels at 13 Kbps. Where is the available spectrum to offer them that is adjacent the present allocation? You start talking about video on demand or even streaming and that starts to chew up bandwidth in a big hurry. So as to the cost, that a real good question and one that I've not seen answered. What will be the demands of the consumer in just another brief period of time? The questions right now are far more than the answers, if that possible to know the questions and answers when talking computing demands and needs, for they generally haven't a clue or are real general and evasive

I'm sure I know less than you do about all this but one thing I'm certain of is that the industry aka Intel is driving us towards broadband whether we need it or not. Once these guys are through anything less than an interactive IMAX type model is going to seem like the dark ages, at best. Surely though compromises will have to be made. Spectrum is not a limitless resource is it? And the fact that 383kbps is 13 voice channels benefits QCOM at this point does it not?

It really seems that the Holy Grail, the day where we really only need one computing/communications device, is farther away than ever. It's going to be a while before we can do away with a relatively large screen to take advantage of all that streaming video isn't it?

Before it starts looking like Sprint will be able roll all their offerings into one, with one device, I think we Qers will have to watch it. Thanks for pointing out some of the things to look out for here in XANADU..

Dave
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