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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 174.01-0.3%3:59 PM EST

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To: Caxton Rhodes who wrote (2714)10/26/1999 7:25:00 PM
From: qdog  Read Replies (1) of 13582
 
Depends how you want to define Mobile. IF you want to defend it as PCS and Cellular, they will be one of the leading players. If you want to suggest to me that PCS/Cellular will be "The" Mobile communications, then I'll beg to differ with you on that interpretation. Frequency spectrum is limited in those two industries. Unless the governments loosen and grant more spectrum, then I think that they will only be limited in to whom and what they can offer.

Now the confusion from non-techies from techies is how the terms are used in describing and defining. I read some of your and others commments about Bluetooth for example. Bluetooth is nothing but a wireless standard the industry is adopting that deals with real short distances and has nothing to do with PCS/Cellular wireless. It design for office/home use. Or wireless LAN and MAN technologies, you can agrue that these are "mobile", in the fact that I can move my device from the desktop to say the meeting room, or cafeteria or even bathroom, but it won't be PCS/Cellular wireless. On the MAN side, I could move a trailer into a construction site and easily setup my communications that includes voice, video and data with a degree of mobility within that zone that won't use PCS/Cellular to accomplish it.

Which brings us to the point at hand, as far as the terms thrown about that they will rule wireless, no they won't. Rule in PCS/Cellular, they will be a leading player. You could in the future have a multifunctional device that covers various frequency spectrums and services. The beauty of the future, if you want to change carrier you won't have to buy new equipment, but reprogram the DSP's and ASIC's to accomplish what you want that device to do.
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