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Technology Stocks : METRICOM - Wireless Data Communications
MCOM 0.0160+162.3%Dec 9 3:58 PM EST

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To: land_cruisin who wrote (2588)11/21/2000 12:11:36 PM
From: Caxton Rhodes  Read Replies (1) of 3376
 
Here is the response I received from Qualcomm. FWIW, the woman who wrote the report, Elizbeth Steels, has not returned my calls.

The joint panel was held at a Goldman Sachs conf on Nov 15.

Caxton

Dear Mr. Rhodes,
We do disagree with the report, as you and I discussed, and we brought it
to the attention of Metricom last week when we were on a joint panel
discussion. Rather than get into all of the specific details, the essence
here is that we have publicly demonstrated peak data rates of 2.4 Mbps and
1xEV just became a TIA standard - that's pretty strong evidence for the
market.

And remember the following for 1xEV:
- uses licensed spectrum
- same coverage area as CDMA IS-95 today -- an average cell (one three sector config) will cover
12 square miles (quick math -- one cell site versus 60 metricom installs for 12 sq mile coverage)
offering WAN (wide area network) coverage.
- offers 2.4 Mbps peak rate and the 700 kbps average

The air link is a shared medium, and the 700 kbps is what we consider will
be the "average" throughput users will experience in a fully loaded
sector. The full power of the base station will send bursts of data to
individual users -- thus in a given milli-second, someone who is in
coverage that can receive 2.4 Mbps peak rate will do so. (there's actually
a chart included in the white paper noted on the following link that gives
a distribution of what percent of users can receive what peak data rate.)

You may want to refer to our airlink overview at
<http://www.qualcomm.com/hdr/pdfs/HDR_Tech_Airlink_080900.pdf>

Regards,
Nancy Linke
Senior Manager
QUALCOMM Investor Relations
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