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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (31994)	6/8/1999 8:34:00 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

3G and Hagfish Hagfish is as hagfish does. Pinnochio tells porkies and gets a long nose. Ericy just can't help themselves. Zhu Rongji has stuck it to the China Telecom crowd by the look of it and though Tero continues to maintain Unicom is a joke company backing the loser cdmaOne technology and China Telecom will fill China with GSM and its 3G 4.0xx chip rate W-CDMA derivative, we can afford to laugh at that. Unicom, NTT, Telecom New Zealand, and a whole lot more are in big trouble and need cdmaOne NOW. The cdmaOne tsunami is here, today. They cannot wait a couple or three or maybe four years and maybe not even then get any workable W-CDMA solution based on weird chip rates which have no verifiable benefits to subscribers, old-fashioned Reed-Solomon Concatenated Convolutional Coding instead of cdma2000's Turbo coding and synchronisation which has no benefit over the cdmaOne style. Those W-CDMA differences seem to be based purely on a pathetic attempt to create artificial differences for the purposes of restricting competition and because L M Ericsson lacked the ability to come up with the most effective system [turbo coding for example]. Perhaps there are other W-CDMA differences which will make sense [different sounding bells and some high pitched whistles] but those 3 basic W-CDMA parameters seem destined for the rubbish bin [= trash can], either by agreement now to a common standard or by being made obsolescent by MSM4000 and MSM5000 and cdma2000. I see no merit for Qualcomm to view arbitrarily fragmented standards as more profitable due to competitors all working on the various modes, thus splitting resources and slowing the 'commoditisation' asymptotic curve to a boring utility type 10% return on investment. Fragmentation is the politics of Balkanisation and religious/tribal war. Qualcomm is far better off to make life as good as possible for as many subscribers as possible. That means push the accelerator down the commoditisation curve. There is a long way to go! The services, devices, ASIC development, software needs, handsets and myriad applications will keep everyone busy for decades to come without getting anywhere near commodity status. Lift your sights way past wireless telephones folks! Think of a mobile mind. This is what we're building. We haven't even started. Even $ill Gates has figured it out now and is going like hell to get into wireless because he knows his "Computer in every home and on every desk" was suitable for the early days but is now history. He realized the world was going Web and now he has realized the world is going wireless and mobile. Choose the most efficient multimedia chip rate [even if it means scrapping current cdmaOne networks, and assuming that statement about 'efficient' chip rate even makes sense because it is very much a function of a variety of factors as the technical aces have explained to us]. If Qualcomm is the champion the shareholders think, they'll be able to do a lot more with a lot lower unit costs if they are dealing with a simple technical framework. A bit like the world is built out of quarks, leptons, photons, gravitons, neutrinos their few buddies and not much else. We aren't to the end of that commoditisation curve yet. Not by a long shot. Same for cars! What do you reckon Gregg? Do you give in yet? Give them hell Perry! Mqurice PS: Jon, when computers do what I want instead of what THEY want, my name will be Maurice. They are a very, very, very long way from commoditisation yet.