CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST! Message Board

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Technology Stocks : CDMA, Qualcomm, [Hong Kong, Korea, LA] THE MARKET TEST!

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To: Chris Reeder who wrote (729)	9/10/1996 12:36:00 PM
From: Jim Lurgio	of 1819

Chris, The free phones I spoke of are in fact digital. Currently in my area if you sign a contract for service you get the phone free. Two years ago if you bought a phone for 99 dollars you got 3 months of calling for free. I knew heavy users that took advantage of that offer . Now enters Nextwave in my area as the 6th provider later this year or next. All hell will break loose and the competion will be making offers to shut them out. I don't know how they or QCOM will make money. How can QCOM provide the financing for Nextwave ? Remember Mot gave up the 1/2 billion dollar Sprint contract to Nortel ? To many systems are working to good for anyone to bring in a new system and say, try ours it's better. What is better ? Voice clarity ? Nortel labs while you were away came out with a release that said CDMA vo-coders have landline quality and so does the new GSM/TDMA vo-coders. What is better ? Battery Life ? Bill Frezza stated his CDMA phone did provide 5 hours of life. In a copy protected article that I received this morning , the following was reported. Motorola has a phone called the MicroTAC 8700, a digital phone that lasts for nine hours talk time or an amazing 170 hours (i.e. seven days continuous) on standby on a single charge of a 1,200 mAh (milliamp hours) lithium ion battery. It also states , Sources have suggested that a version of the 8700 is also being developed in a dual mode (GSM 900/1800 or GSM 900/1900) format, making the phone suitable for global roaming, but Motorola has refused to comment on such reports. Maybe the person who wrote the article can provide you with the whole article . joe@companycare.parasoft.co.uk I personally think the battery issue isn't news worthy. 20 US dollars gets you an extra battery, plus most users have a charger in the car . Down the road we will see cradles in the cars and just slip the phones in them. Don't get me wrong battery life is a convenience but not a neccessity. Last but not least , base stations. It has been said CDMA costs will be lower to build a complete system. The article in the journal said a CDMA base station costs 300,000 while a GSM base station costs 80,000. Granted there are supposed to be less base stations in a CDMA system but we don't have a formula for that ratio. The Trenton system placed an antenna on every analog site so we still don't know to much on this so called advantage. The Ameritech roll out is not being delayed because of inventory of analog phones. I have a friend who has been on that project since it started and it just didn't work good enough for Ameritech. He now feels it should be put to public trials but no news on that yet.I will keep you posted on the trials when they start. Ericson yesterday got another 150 million dollar order and today in one of their releases it said they have installed GSM systems in 48 countries. I find it hard to beleive that CDMA will ever overcome this huge lead. Jim

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