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

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To: SKIP PAUL who wrote (3066)	11/8/1999 10:08:00 PM
From: Bux	Read Replies (1) of 13582

What I heard Dr J saying was - skepticism about demand for WCDMA. I recall that also, now that you mention it. I think he was referring to no demand for the type of data rates available through W-CDMA as well as a basic flaw of wideband in general. I think Jacobs sees HDR as more flexible than W-CDMA since HDR allocates narrowband channels (1.25 Mhz)separately to either voice or data using an optimized protocol for each for optimum performance. It has to do with latency times. A 500 msec. delay for a data request will not be noticed but a voice call needs to stay within 20msec. or the subscribers will be angry. So if a carrier has 5Mhz of spectrum, they could choose two voice and 1 data channel or 2 data channels and 1 voice channel depending upon needs (or can 4 channels fit in 5Mhz since the guardband is incorporated into each 1.25Mhz channel?). Jacobs indicated by using each channel specifically for either voice or data, there is a nice boost in quality/capacity since each channel can be optimally configured for the purpose. I think Wideband solutions do not have this advantage. Bux

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