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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 165.03

+1.0%

Nov 24 3:59 PM EST

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To: Jim Mullens who wrote (41346)	6/29/2004 9:22:43 PM
From: Maurice Winn	Read Replies (1) of 196747

Jim, Irwin Jacobs has for years [since about 1998] maintained that the cost and architecture penalty for making a multimode, multiband ASIC would be minor, so it's not surprising that GSM1x will be priced low enough to ensure GSM users switch over to CDMA use without breaking a sweat. Since he said that, they've also introduced radioOne, which will have made things even easier. Also, power and efficiency have increased dramatically for ASIC technology, so it really must be near-zero cost to bundle GSM into the CDMA world. This is about as exciting as it gets because it opens up the whole of Europe to a means to swing on over to CDMA and enjoy the capacity, speed and low cost of mobile CDMA cyberspace which can't be done on TDMA air interfaces such as GSM/GPRS/EDGE. More than a billion GSM users are the market! Proven mobile users. Then there are those who will find the combined technologies finally make it worth getting into the mobile device market. Then, they'll upgrade every year or two as new things come out. Mqurice PS: Initially the GSM1x phones will be higher-priced, because there will be a limited supply and they might as well charge what the market will bear. The added functionality is worth more to subscribers so they'll pay more. But to really move the market and kill off the GSM competition, CDMA suppliers will need to keep it cheap enough to attract GSM subscribers who will pop their SIM in the card and start using cheaper and better CDMA with all the mobile cyberspace functions.

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