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

QCOM 173.20

-3.3%

Nov 6 3:59 PM EST

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To: Boplicity who wrote (7042)	2/28/2000 1:03:00 PM
From: Bux	Read Replies (1) of 13582

Mixing voice and data. As I recall, Dr. Jacobs said there are capacity and speed advantages to offering voice and data on separate carriers due to timing constraints, ie., data can wait half a second while voice delayed that long will cause awkward conversations (both people starting to talk at the same time is problematic). I think Qualcomm is a successful company because they commercialize practical technologies. Some companies are always looking toward the future and never seem to be able to get anything practical out the door. Maybe MOT has figured out how to give data separate timing from voice? We will have to wait and see how practical the MOT solution is, will it require six times the processing power increasing the price above what carriers want to spend? Will it reduce voice quality causing awkward connections? Will it only increase capacity and data speed when the signal is strong and clear or does it offer equal benefit at the edges? Does it require twice the battery power? Would handsets need larger and more expensive filters? We will just have to wait and see. That being said, I think overall it is a good sign. I'm glad to see the other big players recognizing they want to be a part of the Qualcomm family of standards. I still want to see W-CDMA become nothing more than a niche product since this would reduce the necessity of Qualcomm needing to support two families and recent developments are causing me to think this is becoming more and more probable. If the MOT announcement is as good as it appears on the surface, this is a big blow to WCDMA proponents. Maybe this helps explain why Jacobs has had reservations about broadband wireless. He is a very wise and practical man. Bux

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