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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 168.09+1.8%Nov 28 9:30 AM EST

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To: qdog who wrote (3318)8/7/1997 6:51:00 AM
From: tero kuittinen   of 152472
 
The first generation Qualcomm phones indeed have pretty good standby times... but that's because they weigh over *250 grams*!!! That's over 9 ounces. Wanna bet what happens to the sales figures of these Godzillas when the competition arrives this month?
So Qualcomm has older phones with decent standby times... but with brick-like weights. And it has an upcoming Q-phone with a 150 gram weight... but with an atrocious "up to" (which sounds kinda suspicious) 20 hour stand-by time.
Are you really seeing nothing alarming here? The whole point of this biz is trying to combine low weight and long stand-by times. Which is something QCOM is evidently not even attempting. Do you honestly think consumers pick a phone with one glaring short-coming when good over-all handsets become available?
And if you try to claim that combining low weight and long stand-by time is impossible with CDMA, well, we both know there is a good alternative available. The upcoming Philips TDMA phone weighs 90 grams and has *weeks* of stand-by time. When the TDMA phones are developing at this rate just how do you think American consumers will react when they see the discrepancy?
About 9000 - its whole raison d'etre is that it's *not* Newton. It's not Pilot either. It has been such a success because it is not another PDA; a product category which flopped largely because there was no easy wireless communication option. It's not a replacement for a laptop either. It's a phone with WWW, fax and e-mail. This makes it a whole new product category with no precedents and no current competition. It is a good device for people who do not need a laptop everywhere but do need a quick way to check e-mail, stock-prices or faxes wherever they are. And respond immediately. It is not meant for heavy data handling, that can be done with laptops and PC's.
GSM continues to be such a success because a profusion of such innovative products is continously hitting the street. In this discussion group the actual consumer products have largely been ignored in favour of technical discussion. But the products are what people see and react to... not the technical specs of different systems. And here is where CDMA lags badly behind TDMA. Now that IBM, Intel and Microsoft have decided to start boosting GSM in USA I don't expect the situation to change in the near future. Which is evidently also the conclusion of Wall Street has drawn. Type NOKA, ERICY and QCOM to the chart generator and pick the 50 week option.

Tero
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