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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 159.42-1.2%Jan 16 9:30 AM EST

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To: Jon Koplik who wrote (21764)1/21/1999 4:31:00 PM
From: Maurice Winn  Read Replies (2) of 152472
 
Quentin of Wall Street Journal wrote: "Qualcomm said, and still maintains in its
literature, that CDMA allows wireless companies to increase their number of
subscribers in a given amount of radio spectrum by 10 to 20 times over analog
cellular phones.

Rivals disputed those figures. Most service providers now say CDMA usually
delivers about five to seven times the carrying capacity of analog phones,
compared with about three times analog capacity for a rival digital technology
called TDMA."

That is misleading. It implies a discrepancy between claims and reality. Quentin should know that when network operators buy a system, they require performance guarantees. Hence Motorola had to pull out their Primeco equipment. You don't hear about Lucent, Nortel, Samsung, Qualcomm or others having dissatisfied network operators. That is because the networks meet performance expectations.

Which are now around 10X whatever this magical analogue figure is. Qualcomm is now suggesting they might get to 40X after all. The original 1980s 40X was not a claim, but a high estimate before any working trials were built.

With Metawave's directional aerial systems for Babe to point the signal where it's needed most, [based on SurferM's two stick bathtub model of orthogonal wave function propagation], superconductor filters, continuing software and other improvements, that 40X seems likely. And spectral efficiency will be important with bandwidth gobbling WWeb coming up.

Quentin did try to be mostly objective this time but he did have a couple of compulsive spasms.

He also said: "...It moved
into phones based on CDMA technology because other manufacturers were
slow to make them." No, Q! did not move into phones because others were slow. They moved into phones before any of the others so that they could build a complete system whether anyone else joined in or not. They licensed others so that buyers would have multisources and confidence to buy in and to get the standard moving and to raise money and to dilute focus on competing standards etc...

Motorola were supposed to supply handsets to Hutchison in 1995 but weren't ready but Q! was, so was able to step into the breach.

They built phones because they could make money at it and they are.

Mquarkce
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