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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Art Bechhoefer who wrote (416)	7/31/1999 10:58:00 AM
From: Ron M	Read Replies (1) \| Respond to of 13582

Here is a bit of info on WK and Revolv coupled with GTE. The link: wow-com.com A clip from the article: In addition to showing the ease of linking a digital phone to a laptop, representatives from Wireless Knowledge demonstrated the Revolvsm service. With the Revolv service, mobile professionals can securely retrieve and send e-mail and have access to calendar and contact information from their company?s Microsoft? Exchange server from a variety of mobile devices, including a digital phone with built-in browser, personal digital assistant or laptop. In long meetings, or sitting on an airplane, workers can subtly and efficiently handle e-mails by pushing one button to either reply with a short ?canned? e-mail response or push another button to instantly call the sender. GTE is currently testing the Revolv service and plans to begin customer trials next month. ?Having important information revolving around you at all times has become increasingly critical as professionals are spending less time tethered to their desktops and more time on the road,? said Dave Whalen, vice president of sales and marketing for Wireless Knowledge. ?We are extremely excited that GTE Wireless is making wireless data a reality and that the Revolv service is contributing to that momentum.? Services will be available at all company retail stores, and through most GTE Wireless sales channels. Coverage will initially be limited to the GTE Wireless digital coverage areas in those cities. Prices will vary based on which capabilities subscribers choose.

To: Art Bechhoefer who wrote (416)	8/2/1999 11:25:00 AM
From: quidditch	Read Replies (1) \| Respond to of 13582

So, let AT&T and the others keep pushing their inferior sytems, because sooner or later they will operate at a cost disadvantage. I don't think that we disagree. In my original post (#406), the thrust of my query re. T and GSM, and of my reply to your earlier post, was when/will T/GSM adopt CDMA. In other words, I would like to think that you and I are correct is believing that, ultimately, over time, the carriers will act rationally and adopt an air interface technology that has superior capacity and quality as to voice and greater speed and capacity as to data transmission. This will inure to Q's advantage. But with T adding capacity (the add'l city of Seattle size B/S confirmed in another post) and GSM opting for fixes that take them to some form of 3G, the day of reckoning is pushed back indefinitely. This is what makes it hard to build in to Q's earnings model that kind of fundamental potential increase in the royalty/earnings base. I thought that the quote of the MM from the Barron's piece this weekend had it right, as you did: in effect, how many more years can we get out of our legacy system? The longer this is pushed out, the more chance that Q's strategic positioning in terms of the CDMA universe (ASICs/patents/expiration/handsets/who knows what) may change, for better or for worse. Jus my 2c. Best. Steven