The New Qualcomm - a S&P500 company Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : The New Qualcomm - a S&P500 company

QCOM 166.05

+0.6%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JGoren who wrote (1978)	9/29/1999 4:40:00 AM
From: gdichaz	Read Replies (5) of 13582

JGoren: Dr J's speech is particularly interesting in its focus: data prices for data by service providers Dr Viterbi has talked about the importance of data to the future of the Q and CDMA generally in the past, but to my knowledge this is the first time that Dr J has focused on data in a major speech. Suggest this is significant. Also Dr J is trying to use gentle persuasion on service providers to price data services agressively. With the emergence of the new nationwide BAM/VOD/GTE wireless service in the next few months and the strong possibility that WCOM will take over Sprint, there should be two major competing CDMA nationwide voice/data providers. Add NextWave (if the FCC will take its boot off NextWave's neck) and you have a wholesale CDMA data provider. Therefore it seems that Dr J is leading the way as usual in the next major area of growth in CDMA - data services in the near future - well in advance of the full adoption of 3rd gen CDMA 2000. There is no real question that robust data services will roll out late this year and early next in Korea and then Japan. The key question is how soon and how robust will be the roll out in the US. Dr J is doing what he can to encourage the US rollout asap. All just my interpretation of the speech. Comments? Chaz Note: The emphasis on data right now is particularly important since the race is starting with GSM to get as much of a leg up on locking in service providers to CDMA data technology such as 1XRTT asap rather than the GSM flavors. Dr J has made clear that CDMA is the way to go, not a less elegant and more costly GSM approach. The idea is to cut GSM off at the pass on new data services - if possible.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next