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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 169.27-4.8%Jan 12 3:59 PM EST

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To: Kent Rattey who wrote (12206)6/13/2000 11:57:00 PM
From: DanD  Read Replies (4) of 13582
 
I am sick and tired of hearing how far behind the US is in mobile phone technology. I am going to state some things that everyone on this board probably knows, but I feel a Maurice level rant coming on.

First we are not behind in mobile. We are the world leaders in Telecommunication Technology (As George Gilder would call the Telecosm). We are ahead because we have the freest most competitive industry in the world.

We do not subsidize or create false economies that allow one industry to flourish while others suffer. We regulate spectrum and utilities with the good of the consumer at least as our core philosophy not for what is good for our monolithic government sponsored monopolies.

Mobile phones in Europe are a necessity because their landline systems are costly and poor. The amount of money it takes to make a call in Europe would make most Yankees gag, especially when you consider the quality. Why because the companies that run them are state owned monopolies with little or no reason to improve quality because there is no competition. They would rather create a whole new false economy that supports the problem and charge double for both. It is called GSM. GSM is not a bad technology in itself and at the inception of many of these networks it was the best available. Unfortunately the mandating of it and standardization on it made competition in Europe impossible.

Mobile phones in the United States are a convenience because we have the cheapest and most advanced landline system in the world. Companies are crawling all over themselves to offer cheaper and cheaper rates, and better quality.

Internet access in Europe is lousy. I have had so much trouble getting a clear line to send or receive on I could rarely get above 28Kbps on my trips there and the baud rate is deceptive because the lines are so unclear much of the data is lost or the session is dropped all together.

In the US I rarely have a problem connecting at 44kbs from my laptop in any urban and most rural areas in the entire country. I know this I cycled across it with my laptop and stayed in nothing but small towns. I did dial up to a server that was at times 3000+ miles away from my location. Plus I have the further option to install DSL, cable modem, or ISDN line in my home that gets me from 128kbps to 10mbps (most likely 1.5 at heavy load). As in all technologies in the US I have a choice because the market is allowed to compete for my needs.

GSM is a Government supported boondoggle that offers short-term gains at the expense of long term free market ones. WAP is ?needed? because the bandwidth that is supported currently by GSM is pathetic and Internet access even from landlines is poor. The uses for the technology are spotty and miniscule at best. If bandwidth were above 9.6kbps, there would be no need for WAP. That means in order to support GSM that was mandated and forced to grow because of a government fiat and regulation, yet another inferior and incompatible technology must be created to support it. Now a miniscule amount of functionality can be accessed through interfaces that were meant to make phone calls not perform computing operations. I have tried the NeoPoint phone I was unimpressed and frustrated.

WCDMA is an attempt by the Europeans and Japanese to FUD their government regulators into allowing the Boondoggle to continue. EDGE and other data services are already shown to be inferior to HDR in almost every cost/benefit analysis that I have seen yet they are being forced once again on the Europeans and Japanese by NOKIA and there false economy monopolistic ilk.

The need for mobile communications in this country has grown as the technology has grown to meet those needs. There is no reason to force such technology on the population until it out performs what it is replacing. I don?t need a mobile phone until the marginal return on making a call from the millions of quality landlines in the US weather it be voice or data is less than the return in cost/convenience of mobile phones, and useless unless it offers ?comparable? service. This has been approaching the truth in this country because CDMA has been allowed to compete. Now voice phones are clearer and costs are decreasing. Data rates are higher and will continue to get even higher. Until streaming video is common place. If you think the people talking into their cell phone headsets is annoying just wait until someone bumps into you regularly in public because they were distracted by there video monocle

When broadband data access is available via mobile then there will be thousands of applications that will jump to it, and why do you think it is coming. Because a company called QUALCOM has pushed the envelope of what is required to define quality for both voice and data. Because in the US there is a free market that decides what is and isn?t superior technology. Not a government standards body that says what is good for NOKIA is good for the country good for the world etc?

The United States invented the Internet and the way to make in ubiquitous. We will constantly be reinventing it as we are constantly reinventing the technology and mobile communications market. When the Europeans and the Japanese finally get it they will be buried even deeper in the hole they are allowing themselves to be dug into. The affects of the quality of technology on an economy is truly supply side. Ronald Reagan is suppose to be the poster child for supply side economics, but it was Jimmy Carter that broke up Ma Bells' monopoly in this country. Do you think for a moment that Lucent would be a leader in CDMA infrastructure equipment if it were still tied to AT&T, showing that even our liberal politicians understand the concept of competition.

The Europeans are behind in mobile phones from the start no matter which technology they choose to support. Until free markets are encouraged the US will move ahead and leave the rest of the world behind. I welcome the day that that free markets are allowed to flourish in the rest of the world because it means that the resources of 6 billion people can be used in the most efficient and productive manner.

I feel so much better now. Maurice how did I do?
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