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 138.73

+1.8%

1:46 PM EST

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To: Maurice Winn who wrote (14)	4/16/1996 10:01:00 PM
From: Ingenious	of 1819

Maurice et al, I have actually gone through the complete thread of discussion on QCOM and Globalstar and, like cgg, was impressed with the amount of information you guys have collected. My greatest two concerns with QCOM fall in to distinct areas: 1. CDMA is late in a business where standards are everything. TDMA is leaping ahead. CDMA has a great technology but by definition success means that they must establish a standard that becomes ubiquitous. It seems that the TDMA, GSM and other inferior protocols have been up and running for awhile. Sure they are not great and clearly not the best ( I do believe CDMA is better) but they are working and viable. CDMA is to TDMA as Unix is the Windows 3.1/95. Everyone cusses when there little PC crashes but they are forced to buy another copy of TurboTax 95 (and a new Pentium 133MHz) to keep doing business. By the time CDMA gets to market there will be TDMA 98. Hopefully (like Unix) CDMA will still be around. I just don't if talking on a CDMA phone vs. a TDMA phone will offer that much differentiation to justify the switch. 2. CDMA coexistence with TDMA may be tougher than making CDMA work at all due to power control techniques used w/ CDMA and interference caused by analog and other noise generating power devices. CDMA is a technical feat of magic achieved through a vocoder, various signal spreading and DSP devices which send and recreate digital signals over a single band. However, power is a big issue when everyone communicates over a single band. This requires very sensitive power control between all parts of the CDMA infrastructure.In contrast, analog and TDMA systems use many narrow bands to transmit data and have a "hard limit" when they run out of band. There are less compelling reasons to communicate on an analog phone at lower power levels because each link occupies a seperate portion of the spectrume. Thus, these conventional systems often transmit at full power (both at the transmitter and receiver) and thus they have a much shorter battery life (for example). The point is that these high powered analog systems are probably stepping all over the CDMA cells in LA and elsewhere. QCOM can not control analog and "turn" the power down because the analog phones are not in their domain. Thus, while CDMA is conserving power (on CDMA systems) the analog phones are causing an extensive amount of interference. QCOM needs to find a way to filter out the analog signal or get someone to rip out all the analog stuff overnight (unlikely). Otherwise, QCOM will spend millons of $$ on researching how CDMA can coexist with analog (a waste of money).

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