Qualcomm Incorporated (QCOM) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.50

+2.5%

12:15 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Cuthbertson who wrote (3610)	8/20/1997 6:55:00 AM
From: tero kuittinen	of 152472

GSM alliance has promised 97% coverage in -98. This puts them in the competition. AT&T is a formidable marketer and Intel and Microsoft are extremely influential companies. They are currently polishing the GSM/computer interface and trying to make it as easy as possible to use GSM solutions for computer wireless communication. I honestly don't see how anyone can write off the influence of these kind of companies. I would think they have a crucial role in determining the power of balance between CDMA and TDMA. I know about the 9600 bps problem, but I don't think it will be an unsurmountable handicap. Obviously Intel and Microsoft don't, either. And about Sony: they have recently introduced a full line up of GSM phones. One of the most interesting offers 10 hours of talk time. Looking at the pace of their product introduction and the innovative features of the phones (you can for example record a twenty second piece of conversation to conserve an address or a number series) I'd say they are putting plenty of moolah behind this effort. And the phones are already selling all over the world. So I don't think Sony is a major asset for CDMA... at least not any bigger than it is for GSM. I know you are all aware of the economies of scale and how much more profitable it is currently for companies to invest in TDMA than CDMA. The question is: does TDMA already have so much momentum that any meaningful alternative is just arriving too late? Especially considering the window of opportunity may be only until 2000-2002 when the third generation arrives? Looking at how Motorola, Sony, Nokia, Ericsson and Phillips are prioritizing their product roll-outs I'd say the top five handset companies have made up their minds. I'd be glad to hear if someone has information pointing to the opposite. Tero

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next