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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.35

-0.4%

3:59 PM EST

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To: tero kuittinen who wrote (17392)	10/30/1998 2:52:00 AM
From: Asterisk	Read Replies (2) of 152472

Sorry, I really had no bait and switch in mind, I only had a slightly rhetorical question. When making data rates that high in a TDMA system you have to take away the capacity that would have been had on the other time slots. F'rinstance, If you want to string together three slots in a TDMA based system then you have to take away the capacity that would have come through the other 2 time slots. This is a fairly large penalty. In a CDMA system you can string together three channels but it doesn't matter because you have tons of people going at the same time anyways. My only question would be what it the straight comparison? As someone astutely pointed out you don't get something for nothing, but in a CDMA system you have to give up less. I was just trying to quantify that "less" in the case of CDMA. As far as data services on the Qualcomm phones, I think that you are forgetting one thing. Qcom has advertised that the Q phone has data for quite some time (I think). The major question is how much data can the infrastructure support? Maybe QCOM is ahead of the game and has data in their phones that can get screaming speeds but the infrastructure is first generation and in their rush to deliver MOT and LU (the 2 major CDMA infrastructure suppliers) didn't take data into account! Could that be the case? Why couldn't it? The design time on phones is miniscule compared to how long the base stations, etc... last and it is fairly expensive to upgrade. It would be interesting to ask that question, what is the constraint on data speeds? Is it IS-95? Is it the phones? Is it base stations? Is it the controllers? Is it ASICS? just what the heck is it?

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