Qualcomm Incorporated (QCOM) Message Board

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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 174.01

-0.3%

Nov 14 9:30 AM EST

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To: DaveMG who wrote (19531)	12/11/1998 5:10:00 AM
From: Mika Kukkanen	Read Replies (1) of 152472

DaveMG : Hang on for a second. The chip rate. The Ericsson announcement and Nokia's support is a proposal. Reducing the chip rate from 4.096 down to the cdma2000 3.6864 represents a 10% reduction. What many people fail to realize is what really is this reduction in performance? Well, it is capacity. 80% of the digital mobile world are still TDMA based...are you asking them to cut 10% off future revenue? If so why? It seems to be the Qualcomm argument for CDMA over GSM, i.e., increased capacity. Why should the minority dictate the majority? How many people really need a global system (guess, well under 5%?). Multi-mode handsets will provide the key if the market decides. The concession to reduce the chip rate slightly, I'm sure has had a negative affect on some operators (e.g., get it back where it was). The slower chip rate should reduce manufacturing costs to permit even more of a move to multi-mode, even though a future 1 billion market should reduce the costs overall anyway (economy of scale). Technically there is no problem, it is a market issue.

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