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!

QCOM 171.02

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Dec 31 3:59 PM EST

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To: tero kuittinen who wrote (778)	9/14/1996 9:32:00 AM
From: Chris Reeder	of 1819

Tero I think what Maurice means by his attempts at humour is that GSM was a mainly government mandate; where as CDMA standards were industry designed, signed off by government. Now for a comment about the one of the two companies that Scandianvia should be very proud of; Ericcson. Unlike Nokia, Ericsson is eschewing CDMA. This is MOT in reverse. The big issue isn't so much cellular, albeit it is an issue, but PCS and the ability for high speed data. In the cellular arena, GSM/TDMA rely on analog channels for the data services. In the all digital PCS service, how will they accomplish 19.2 Kb/s over 8 Kb/s or 13 Kb/s ADPCM ckt.? This will be a neat trick. Yes, WITH COMPRESSION, you can realize that speed, but we are talking TRUE speeds of 19.2 Kb/s sans compression. This is where CDMA has the theorectical advantage. It going over one big channel of 1.25 Mhz instead of 30 Khz slot, affords it the flexibility to use as much BW to accomplish the task. GSM/TDMA isn't that flexible. This also hold true for WLL. So far the cellular industry has been a talk first and limited data medium. What happens to the Internet for these mobile warriors. It wouldn't be able to access the web like you do with the traditional wireline methods. It will take special packet data modems or something more sophisticated. These problems are being research and as far as I'm concern the CDMA crowd has the advantage. This is one reason that Lucent and Nortel chosse to build flexible platforms which you can change out cards to offer either CDMA or TDMA. When the the TDMA shows it's inability to deliver what the customer needs for data the switch will be to CDMA or what is ever increasingly becoming the buzz, a CDMA/TDMA/FDMA cocktail. Vodka martini, stirred not shaken for me.

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