The New Qualcomm - a S&P500 company Message Board

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

QCOM 165.13

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To: Bux who wrote (3972)	12/6/1999 5:23:00 PM
From: Kayaker	Read Replies (1) of 13582

Wireless: Victim of its own success This plus what the Nortel exec was saying a few weeks ago keeps me skeptical about HDR. Message 11856729 So, it stills looks to me that HDR is going to be hard to sell to operators. I realize the overload in voice (that your article described) may be more basestation/infrastructure related than lack of spectrum, but I can't see why operators would be willing/able to free up spectrum for HDR. Networks are overloaded doing voice alone, and demand will skyrocket with 1XRTT and 384k data (even though 1XRTT doubles capacity, and the eventual demise of AMPS frees up more.) Pardon if I sound like a broken record. Not that I worry about Q (or my Q stock). This overload in voice makes CDMA all the more attractive because of its efficiencies and improved quality vs GSM/TDMA.

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