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Technology Stocks : METRICOM - Wireless Data Communications
MCOM 0.006000.0%Nov 26 3:03 PM EST
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To: Clarksterh who wrote (2039)1/26/2000 6:58:00 PM
From: shoe  Read Replies (2) of 3376
 
Gus & Clark:

Since you both know something about telecom, I have a couple of questions. I have been reading the QCOM thread for a couple of years. (I remember you Clark from the old days on the QCOM thread.)

As I recall (although with the new SI it's impossible to go back and find the original posts), Ericsson proposed the WCDMA protocol as a way of getting around having to pay QCOM any royalties. The actual differences between the two protocols (WCDMA & CDMA2000) were posted on the thread and they were minimal. But, expert posters at the time pointed out, as did QCOM, that the WCDMA changes degraded the quality of transmission. I assumed then, perhaps wrongly, that WCDMA would eventually go away because it was inferior.

With regard to GSM's market dominance, I am reminded of the fate of Western Union and the telegraph after the telephone start to take hold.

I invested in QCOM in 1996 because I read that CDMA provided clearer and more reliable transmissions at its higher frequency and also had the capacity to carry a much greater number of simultaneous calls that GSM and TDMA. It also included PCS as a nice bonus. Even at that time, people were complaining about call congestion, dropping, fading, etc.

Your opinions about my assumptions are appreciated.
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