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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 162.73-2.0%12:36 PM EST
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To: Sawtooth who wrote (2003)9/29/1999 3:22:00 PM
From: w molloy  Read Replies (1) of 13582
 
From the Gilder thread - AT&T on wireless data

a snippet commenting on presentation by AT&T Wireless CEO Dan Hesse at PCS'99 last
week courtesy of CSFB wireless analyst Cynthia Motz:

CDPD customers will eventually migrate to the EDGE 3G platform

On the topic of 3G, AT&T thinks it is in an excellent position as a TDMA player. AT&T
plans to deploy 3G using the EDGE platform in late 2001, with a national launch in 2002
that will coincide with its international partners. AT&T expects a smooth migration to
EDGE by its CDPD customers, who will only have to up-grade to a faster modem.
AT&T is currently working with more than 150 solutions partners to develop content for
its wireless data offering. AT&T expects to see such applications as messaging (email,
calendars), imaging, e-commerce, entertainment, and vehicle-oriented applications (maps,
traffic information). Although we believe they are making progress on the wireless data
front, we believe AT&T may still have some capacity issues as relates to using TDMA
and CDPD. TDMA's capacity is the lowest of the digital technologies, and CDPD has
been around for a while and has not really taken off.

Usual mix of fact with fiction. I'm amazed that people
get away with it.

CDPD is actually used on AMPS (analog) 'phones.
It also has a superior data rate to any of the current crop
of data technologies presented on wireless 'phones available to the public today.

Interesting point about CDPD not taking off. It hasn't because of the arcane charging structure and because of the lack of a Killer App.
AT&T use the same browser on their 'phone as QCOM does i.e. PHONE.COM (formally Unwired Planet).

w.
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