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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.07-1.0%Nov 18 3:59 PM EST
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To: limtex who wrote (99667)5/22/2001 10:12:11 AM
From: Pierre  Read Replies (2) of 152472
 
just hasn't focused on the mani issue being handests ( phones) are not where the growth in cdma2000 is going ot come from. It is noteboook and PDA and automible modems.

limtex, why would I buy a cdma 2000 modem for my laptop or pda and pay what I assume will be an attendant account charge for each modem's unique phone number when with Bluetooth I can simply purchase a Bluetooth enabled pda or laptop and have it rely on my existing cell phone (Bluetooth enabled, right?) to deliver high speed data.

I see this as a boon to carriers if it ever gets implemented because it will push data in a manner tiny cell phone screens can't. I just don't see it doing much for the sale of Q* chips, which I presume would only be used in wireless modems that connected directly to the carrier.

pcstel sees 802.11 technology as currently configured, with fixed location transmitters creating multiple, but static, LANs as a threat to the revenue model. I see Bluetooth as a far more serious threat as it turns every CDMA 2000 phone into a mobile LAN, obviating the need to put Q* chips in any device beyond the phone. Don't we get back to a "chip per user" model, as opposed to the much hyped "chip per device" model? What am I missing here?

Pierre
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