Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Maurice Winn who wrote (35396)	7/16/1999 9:42:00 PM
From: John Stichnoth	Respond to of 152472

Maurice, thanks for the conference update. Good review. Things are getting clearer. And, to keep from having to rename this the OFF TOPIC thread, an item for discussion: Valueman and I just had an exchange over on the Loral thread on Cinecomm and Cyberstar. I had been concerned that it was an either/or proposition for the exhibitors and studios. Turns out this is very much not the case, I think: Friday, Jul 16 1999 8:33AM ET Reply # of 6498 I always assumed they would be working together since the head man at CineComm is Loral ex-president and G* board member Mickey Targoff. Obviously, QCOM and Loral have a relationship as well. And my reply: Jul 16 1999 9:20AM EST Reply #6497 of 6498 Thanks. Makes sense. And both companies are probably needed, to allay the studios' fears of losing control of their distribution (mentioned in the article). The "article" mentioned was from here: americasnetwork.com

To: Maurice Winn who wrote (35396)	7/16/1999 10:06:00 PM
From: JohnG	Read Replies (2) \| Respond to of 152472

Maurice--Thanks om much for the Conf summary. Baseball seems to be the topic for the emotional relief of those who went thru this week's excitement. I envy them for I am more pure business, anxiety & fear. You may be able to help me here. Clearly, with high growth rates, flawless execution, and slow response from ERICY, MOT and NOK on CDMA offerings, CDMA operators will put a great deal of pressure on non CDMA operators to jump to CDMA--DoCoMO and AT&T are two who could see this pressure. There was a CDMA handset growth forecast mentioned in the SAWS earnings conference yesterday that seems either too high or 1 quarter ahead to me. They claimed forecast for total worldwide CDMA handset shipments were 38MM for FYE 9/99 and 65MM for FYE 9/00 for a 70% increase. DO YOU have data to substantiate or refute this claimed forecast. In the past you seem to have a lot of detailed information at your fingertips. JohnG

To: Maurice Winn who wrote (35396)	7/16/1999 11:25:00 PM
From: Maurice Winn	Read Replies (2) \| Respond to of 152472

CDG Internet conference continued At this point, Qualcomm had hit a new all time high of $159, which I pointed out to the question receivers, [which they might have found interesting and passed around]. They started answering on-line questions from viewers. Irwin went on to discuss China [I missed the question] and Unicom. He said the political question is important and hoping these don't get in the way in China. Companies in China will be springing up, watching to see how fast it will go [Ed: I guess it won't hurt having $650m in kitty next week to spring some companies up!!!]. Lucent guy on China - very dynamic market, 1m subscribers per month. Very high CDMA demand expected due to capacity demand. Lucent put in one base station and covered 45km and he was pleased with how quickly they can get coverage. Then the poll result [not much use and missed it]. Talk about the need for high data rate, viewers of the conference expect wireless video by 2003 [41% expected that]. The chart made viewers choose somewhere between 2003 and 2007 so they aren't thinking in terms of next year. Craig Farrill thought 2003 should be aimed at. Runaway growth rates so expect pressure towards early improvements. Irwin said video streaming has been demonstrated on HDR. Pricing and where the demand is are important questions. SOHO markets important too. A question came in on timing. When will 3G be deployed in USA? Telstra is doing a trial. Craig said trials later this year on a number of services. USA has a different frequency band so can go in to trials easily, early next year or late this year. Multimedia would be 2001 time frame. Very dependent on individual operator's plans. Testing and trialling in the next few months. Lucent agrees on time frames. Evolution of chip sets is going well. Interoperability testing continuing. Close-to-commercial trials starting later this year. Irwin said, developing 1X chip which can drop right in to support additional stuff. Technology trialling going ahead - very strong pressure from operators to move quickly. Voice is driving it to get capacity. A question on how would services be used in a car = telematics market. [A new word to me, which I guess we'll see a lot of]. Craig said voice control of devices while driving. Higher speed links and many different formats will be available. 93-97% of traffic is voice. Need to get costs down...blah, blah, blah. Irwin did a damn good selling job. Mostly the conference was boring technical, history and the old stuff. Irwin leaned into the camera a bit and was pretty firm about some stuff. He said that 1X will be way ahead of Edge, telling operators to not goof around [my words] and ensure they should go sooner and go with 1X rather than wait for Edge. Lucent had raised Edge. Irwin wants 1X higher data rates and soon. They discussed spectrum, which I snoozed through. Irwin was back on telling people to get the best quality and the lowest cost. Selling his stuff. [Ed: Yeehaaa!! Go Irwin, who I thought was by far the most impressive though Craig Farrill obviously knows his stuff. Irwin is on a mission. The rest seem more like people doing a great job of what they do. Irwin was selling it. I have no idea where people get the 'lack of charisma stuff' which has been referred to previously. Sure, he is not a noisy obnoxious, show off, charismatic little boy, but he is very intent, focused and going to achieve guy with the wherewithal to do it]. Then our buddy Caxton had a question. He can cover that [I didn't get the question anyway, since I was distracted]. Dan asked: Do you think most will wait for 1X or will 95B be used? Lucent said each service provider is going at different speeds. Availability of devices and what they are trialling is varying. Don't really know, but it is all going quite quickly. Irwin though there will be 95B before 1X and in Korea there is some preparation for it. [I think he said Japan too.] From that, operators will watch carefully and then push for 95B. Everyone wanting to get to 1X as quick as possible, but in the interim, there is competitive advantage to go 95B. Craig said, in densely populated areas, get good equipment, but in outlying there is the older stuff. [Ed: Meaning rollouts are tricky I think]. Korea looking more towards 1X. Irwin said 95B and 1X both. Japan maybe first. [To be continued. Will HDR be rolled out in China or will they go direct to multimedia? Will Ericy be a winner in CDMA? Just how long IS a hagfish? Does the hagfish get the girl? Find out in the next installment.....] Mqurice

To: Maurice Winn who wrote (35396)	7/17/1999 12:25:00 AM
From: Boplicity	Respond to of 152472

I'm looking for the day I can get rid of my land-line mabell connection that I pay through the nose for that I have at my biz. Slap a box on the outside, presto, no mabell. Why is there no talk of this? Greg