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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 (22835)2/11/1999 2:15:00 AM
From: freak.monster1  Read Replies (1) of 152472
 
> the tero hype...

>6185 also reveals the weakness in Qualcomm's CDMA chipset design
>program. Even though the company is advertising new, highly advanced
>chipsets, they apparently have fallen behind in bringing them to the
>market in time. Considering Nokia's emphasis on TDMA and GSM, it's
>surprising that in next month they are offering a CDMA phone so much
>more advanced than anything offered by the firm that created IS-95.

Look carefully Tero. 6185 is about a half to a third as energy
effecient in terms of standby time as some handset being announced
using the msm3000. The latest chipset announcement from Qualcomm,
MSM3100, appears to increase that efficiency by another 50%. You would
also see disparity in talk-time between leading CDMA phones and
Nokia's offering. Also take the time to check the weight and battery
size.

Sure 6185 is a good product. Nokia knows how to design handset.
They are certainly a formidable adversary and richly deserve the
coveted number one position in handset shipment. But 1999 will show
that US (Qualcomm's thin phone included), Korean and Japanese
phones for CDMAOne, for the first time, are at least on par, and
with the new data and voice recognition features, and with the
inherent longer talk time of CDMAOne, often improve upon the best
GSM handsets available, including Nokia's 6110. Perhaps you
overlooked the LG 2.5 oz phone or the similarly sized Motorola or
Samsung phones? The thin phone, with its multicolored plastic,
built in micro browser with data services supported by WirelessKnowledge (demostrated at CTIA by Micorsoft) is certainly
a very good new entrant from Qualcomm.

Regards.
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