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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 179.02+3.7%Nov 5 3:59 PM EST

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To: Stock Farmer who wrote (129470)6/3/2003 12:29:18 AM
From: Maurice Winn  Read Replies (1) of 152472
 
John, for example, on Moore's Law. Here's an example of how QUALCOMM is depending on it and Moore power increases help, not hinder, QUALCOMM and increases their market power. Look what QUALCOMM is planning, which GSM can't do and QUALCOMM can't do without turbo powered ASICs:

As reported by Propitious7 ... Message 18980696

<...It is worthy of note that the most dramatic of the Q press releases on 5/22, the 7xxx chip series, the 6700 chip, have sample dates WELL out in future; IJ stated that sampling and testing would start in '04 with no significant commercial adoption until '05 or possibly '06.

In sidebar questioning I tried to find out more from IJ and SJ about DV and relative strength of DO and DV in Q's estimation.

As you all know, DV proposes to put both voice and data on a single 1.25 mhz carrier. In order to protect QoS for voice, the data bits representing voice must be assigned a priority which will minimize latency and assure in sequence arrival of data packets representing voice. IJ answered that "they" do not even have the algorithim for this priority manipulation yet so we are a good way from working out DV.

The operation of this software to handle the voice priority will take power and use capacity, and it will be necessary, IJ said, to "leave some unused space" in the band. So DV will not optimize data as efficiently as DO, but it will avoid the dedication of a carrier to data; some carriers will prefer DV for this reason. ...
>

They are also going to have a couple of ASICs in cyberphones to improve efficiency. Thank goodness for Moore and Metcalfe.

I don't understand how competitors of QUALCOMM benefit from Moore's Law and Metcalfe's Laws compared with QUALCOMM. What constellation are you looking at?

If QUALCOMM gets that stuff into Globalstar, that constellation will surprise a lot of people. It's not dead. It's gaining customers.

Mqurice
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