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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 172.40+0.8%1:35 PM EST
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To: David E. Taylor who wrote (95562)3/11/2001 12:47:28 AM
From: kx  Read Replies (2) of 152472
 
>>Likewise, you can hook your existing Palm PDA to many >>cell phones - GSM, TDMA or CDMA - using a $40 >>connectivity kit and a cable.

>>But why do you think "QCOM's future is doomed" by any of >>these developments?

Thanks for your response.
Here are my concerns:
Currently, the screen on the cell phone is too small for surfing the net and required too many steps to do any serious business transaction.
For the wireless internet access to take off by the mass is not going to be coming from the cell phones but from the PDA and cellphone combo.
What I am worried about the QCOM's future is that if the Palm PDA vendors could bypass the QCOM's CDMA technology by using TI DSP or Intel's DSP or whatever vendor. This possibly could happen because the PDA's processor is powerful enough to interface with other vendor's DSP for the CDMA access. The power of PDA could provide all kinds of wireless applications that the tiny cell phone screen could not have offered. This is my two cents. What do I know? Nowaday technology is changing so fast. As long as I know that the Palm PDA vendors will use QCOM chipset for the CDMA access, then I am happy for that. If not, then we are in big trouble.
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