Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 159.42

-1.2%

Jan 16 9:30 AM EST

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To: Dexter Lives On who wrote (114968)	3/3/2002 2:24:32 PM
From: pheilman_	Read Replies (1) of 152472

"The cost of producing handsets (and consequently related royalties) are direct related to the price of the handset - everywhere I look they're giving them away, which from the SP's POV would suggest they're written off at cost. That's a compelling argument for a collapse in the average price of handsets and cdma royalties." The royalty is based on the price the service provider pays, not the price the consumer pays. The service provider reduces the price to the consumer to start the monthly revenue stream. "Look for many announcements this year about broad commercial WLAN deployments." Huh? Who is going to fund such a deployment? The last expensive unlicensed scheme cooked through a few billion and is now off (Metricom/Ricochet). The installed base is so worthless the company that bought the remains of the company did not even take it. And money has become a bit tight. Wait a second: you saw this text in the Wi-Lan thread: "...Of course, one detrimental effect of pulse combining (i.e., utilizing multiple symbols per bit transmission) can be reduced data rate or throughput. For example, one UWB manufacturer has claimed a 20 megapulse per second transmission rate, yet only achieves a 78 kb/s throughput because of the need to combine several hundred pulses per bit to achieve the necessary output signal-to-noise ratio at the receiver." And that is before they have even deployed!!! And you take them seriously? It's snake oil! Their fancy new system can't even match Verizon's deployed throttled system. As long as TD-SCDMA requires power control scheme patented by Qualcomm, it matters little what new twists anyone puts on their implementation. And if you understood CDMA, you would understand how critical power control is. (Hint: near-far) Wow, Uncle Frank got there before me. You go UF!

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