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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 174.690.0%Dec 24 12:59 PM EST

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To: Bernard Levy who wrote (13040)7/28/1998 12:36:00 PM
From: JMD  Read Replies (2) of 152472
 
Bernard, so far so good, i.e., your explanation was clear enough that it dented at least the outer reaches of my understanding. [meaning that it was a triumph, given the hurdles you had to overcome :) ]
Never one to leave well enough alone however, I need to ask you this: the current incarnation of CDMA (CDMAOne/IS95) was 'architected' specifically for telephony vis a vis data, or at least that's what I think is the case. Now that data comprises an ever greater proportion of network traffic, and that networks need to transmit heavy duty bandwidth hogs like video, I thought that the boys in San Diego were hard at work to give birth to a new CDMA wideband scheme that would handle both telephony and all manner of bursty data of whatever stripe.
Like all good techies everywhere, they have decided on a really snappy marketing handle for this new gizmo, something that just rolls smoothly of the tongue--W-CDMA last I checked. You are aware of course that other techies elsewhere are hard at work attempting to bring forth incompatible versions of W-CDMA to avoid paying the Q license fees, BUT the main point is that multiple efforts seem to be well underway to modify CDMA to "do" data.
I assume that this will happen. When it does, would it also be reasonable to assume that the fixed wireless boys will want to use it in order to maximize the capacity of their networks? You will get bonus points if the answer is yes because then I will have synergy in my portfolio like hell won't have it: WCII paying royalties to QCOM but with the result that WCII will be able to further enhance all that spectrum they bought for a song.
A negative answer on the other hand will subject you to the highest level of technical scrutiny, so be careful! [note to Q thread: Bernard Levy has a Dr. in front of his name and it's not because he's an OB/GYN. Unlike the surfer, he knows this stuff.]
Kind regards, Mike Doyle
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