Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 173.85

-2.9%

1:50 PM EST

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To: Stock Farmer who wrote (129218)	5/23/2003 1:47:19 PM
From: Quincy	Read Replies (2) of 152472

"The issue isn't one of CDMA versus WiFi, it's CDMA versus OFDM. And Qualcomm doesn't own very much IP when it comes to OFDM." You really need to study up on OFDM. OFDM still has insurmountable technical barriers to its entry into portable devices that consumers will accept. commsdesign.com Worse, you are still overestimating... 1. Our interest in expensive portable broadband devices 2. Our willingness to pay subscriptions for these devices. 3. Our willingness to demand broadband services to something with a 2" screen. 4. Carrier's willingness to clear out overcrowded licensed spectrum in absence of points 1, 2, 3. 5. Carrier's willingness to subsidize these terminals to the $300 range. 6. Limited propagation of services deployed above 2ghz which is where OFDM needs to be. 7. Our inability to deal with user interfaces on phones. If none of these points are satisfied in terms of market demand, do you honestly believe carriers will deploy them if infastructure coverage isn't measured in 10's of miles and still shoulders voice traffic($$$) like 1X?

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