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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 169.27

-4.8%

Jan 12 3:59 PM EST

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To: Eric L who wrote (117540)	4/28/2002 12:54:31 PM
From: mightylakers	Read Replies (1) of 152472

Eric, re: Data Enabled Handsets. If you look at it from a chip point of view, it doesn't make any difference of the two. Chip can either works as a relay modem to the PC or act as itself as a netowrk entity. Even if you are using the modem, you can still use the network model. As a matter of fact in some senses act as a modem is involves more operations because it needs to do all those coordinations, negotiations, setups and a lot of others with PC. You have to take care of the drivers on both end, be it USB or COM port or Bluthtooth. You have to take care of the network negotiations, you have to maintain link between the phone and the PC. A lot more complicate than just use the phone itself. As for using the data in handset, the biggest issue is on the phone manufacture side, that is how do they wanna use those capabilities, what kind of buffer size they wanna use. And those are not that difficult to do either. It's about the trade off of demand and supply, about how expensive the handset you wanna make. Otherwise how do you explain the booming Korean's data handset market.

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