Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 172.72

-4.4%

3:59 PM EST

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To: LarsA who wrote (84895)	10/26/2000 12:58:00 PM
From: Michael Kimmel	Read Replies (1) of 152472

To my thinking, even this is not a good comparison. The key is - what's crucial to the application. I can't say that I understand the merits between PAL and NTSC, but because the relative strength of one over the other is still acceptable for the application - one is just about as good as another. In this sense, you're right. Given the applications as they exist today, GSM is probably about as good as CDMA. But - think out a couple years...when the applications are going to require speed. 3G is about data - and data is about speed and reliability (and cost). Let's take video for example. Suppose the gating item between two standards now becomes one of dropped frames, bad reception, and loss of signal. And let's face it - that's exactly what we're dealing with when we compare 3G alternatives. When it comes to applications that require fast data transfer to be successful, the 3G technology that provides the fastest/most reliable transport is going to have an absolutely crucial advantage.

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