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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 165.07

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Nov 18 3:59 PM EST

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To: engineer who wrote (11405)	6/7/2001 1:00:25 PM
From: Eric L	Read Replies (4) of 196668

engineer, << So go ahead and BORE me on your long tirade on how you want ONE number for something which can't be answered that way. >> << The answer is that it can go 144k bps if you have the channels available. If your in some outlying area of Seoul, then you could perhaps get all 8 channels and do 144k, if your downtown at Southgate at 5:00 PM in teh traffic, then perhaps only 14.4k. >> That is hardly new news, and you are not telling anybody on this particular thread, anything they do not already know. That is pretty much what the slide I referenced from Mckinsey says (using 1xEV-DO rather than 1xRTT phase 0 as an example) ... is it not, or perhaps if if it is not perhaps you could critique or expand upon the Qualcomm supplied information. The issue here, becomes how expectations are set - vendor to carrier - carrier to customer - industry to analysts - analysts to investors. This issue impacts on those of us who invest in wireless ... because not every investor is privy to your industry knowledge. This of course leads to a reaction, and of late a negative one, that 3G has been hyped out of proportion to its capabilities. It is like duh ... 1xEV-DV doesn't really deliver 2.4 Mbps and duh ... it's really going to cost more than 2 pence to download a U2 tune. Wireless data takeup is of course potentially also impacted, if expectations are set for consumers, that are not met, and this in turn affects the value of our Qualcomm investment going forward. BTW: SI provides an instant cure for boredom. The function is called "Ignore". Best. - Eric -

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