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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%Nov 21 3:59 PM EST
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To: quidditch who wrote (3361)11/17/1999 10:02:00 PM
From: Bux  Read Replies (1) of 13582
 
If HDR adoption on its own (i.e., without Q's financial support) by CDMA carriers can not make it on its own, have we oversold ourselves on HDR's prospects? I wouldn't think so, but Q's investment makes one wonder. Was the investment necessary to keep the cows in the corral?

Korea was one of the early test-beds of CDMA voice services. I recall that Qualcomm had invested in this roll-out and received substantial benefits from the real-world data that was collected from this large-scale deployment. Korea has skyscrapers, rolling hills, shorelines, rainstorms, and a large population to actually load the system. Qualcomm did not release it's computerized IS-95 network optimization and tuning software until a year or two after the first networks had been rolled out. The data collected from a real-world roll-out will assist Qualcomm in optimizing HDR. Granted, it is not as important this time around since HDR has more similarities to IS-95 than differences, however, it's in Qualcomm's best interest to have a full-scale HDR roll-out as soon as the ASICS are starting to roll out of the chip foundries in commercial quantities.

I think demand for HDR will be so explosive early in the adoption curve that Qualcomm's Korean investment is a wise way to gain real world HDR experience as soon as possible. It would be time and cost prohibitive to gain the same amount of experience on a test-bed constructed entirely at Qualcomm's expense.

Bux

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