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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Bruce Brown who wrote (32840)	10/5/2000 10:40:20 AM
From: gdichaz	Read Replies (1) of 54805

Some useful links re Qualcomm and CDMA advantages vs the competition (borrowed from another thread): Best. Cha2 "SI: StockTalk: Communications : Qualcomm - Coming Into Buy Range To: marginmike who wrote (82268) From: JohnG Wednesday, Oct 4, 2000 10:43 PM ET Reply # of 82322 MM. I know you have done well--Congratulations!! You were smarter than me in your reading of NAZ distribution this spring -- and as a result, I or WE have been through Hellish times. It's your money and it's a free country, but I feel some responsibility to tell you that I think you are making one huge mistake!! Do me one favor and read through this info if you haven't already. Here is a concise case for the benefits of QCOM's CDMA over the GSM/GPRS/W-CDMA path. These are the best resources we have and may be useful in your discussions with others. The Technical & Economic Case Against the GSM/GPRS/Edge/W-CDMA System. In Summary, this graph (by Dr. Jacobs of QCOM) of the capacity of 10 MHz of spectrum in mixtures of voice/data utilization says it all. Read vertical axis (Erlangs) as voice capacity and Horizontal axis (KBps) as data capacity.In every case capacity of QCOM's CDMA far exceeds that of the TDMA/EDGE/W-CDMA path. qualcomm.com Further, the GSM/GPRS/W-CDMA upgrade path involves multiple expensive discards of both phones and system. Whereas the QCOM CDMA phones and system are forward and backward compatible. Thus, operators that upgrate from GSM or TDMA to W-CDMA will incurr huge equipment costs compared to thse adopting QCOM's CDMA. mobiledataevolution.com Technical Info about fitting QCOM's CDMA and W-CDMA in 10 MHz, 15 MHz and 20 MHz of spectrum. Note that the W-CDMA system fails to include "Guard Bands" which are necessary to prevent contamination of adjoining spectrum. cdg.org Regards JohnG"

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