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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 165.07-1.0%3:59 PM EST

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To: tero kuittinen who wrote (19161)12/5/1998 2:54:00 PM
From: Clarksterh  Read Replies (1) of 152472
 
Tero - While I can hardly disagree with you inre Nokia handset growth, I take issue with:

What I saw when I visited USA last month was CDMA's complete inability to reach consumers with a coherent message of what it is and what sets it apart from other standards.

Why would you expect a consumer to know what type of service he is using? The primary difference between CDMA and its competitors is that CDMA is more spectrum efficient and thus needs fewer basestations per user density. The consumer doesn't care what the technology is, but he does care about the cost. This may not show up initially for a variety of reasons (e.g. deep pockets competitors like AT&T who subsidize their networks, immature technology not yet fully tuned (think X???? which will double capacity).), but it will eventually.

Of course there are some differences between CDMA and TDMA that do translate into features that the customer can see, but there aren't too many and they aren't really mature yet (think battery life - it would be interesting to plot talk times vs weights for GSM and CDMA over the last few years. CDMA is now mostly caught up and I would expect them to pass in the next year or two as the more complicated chips become less of a factor in power draw.).

The average consumers doesn't care about the underlying phone technology any more than they care about the voltage in their homes.

Clark
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