Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 163.32

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3:59 PM EST

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To: Maurice Winn who wrote (12112)	7/7/1998 9:13:00 PM
From: Bernard Levy	Read Replies (1) of 152472

Hello Maurice: First of all, I should indicate I do not follow QCOM very closely. As you noted the speech compression and silence suppression techniques used by CDMA technology are a perfect fit with IP telephony. However, you should be aware that IP telephony does not really use the Internet (too congested), but private networks. See for example the discussion in techweb.com Given that cdma2000 aims at transmitting both voice and data, and uses the same voice compression format as IP telephony, the convergence is obvious. However, it is still difficult to have a good view of the overall wireless/wireline architecture that will result from this convergence. Best regards, Bernard Levy

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