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: gdichaz who wrote (37857)	8/9/1999 4:26:00 PM
From: Ok2Launch	Read Replies (1) \| Respond to of 152472

Qualcomm's Digital Cinema . . . The latest special issue of Wide Gauge Film & Video has a brief interview with CineComm's Chief Technical Officer (and founder), Russell J. Wintner. He said that reports in the press that CineComm was a joint venture of Qualcomm and Hughes-JVC were not correct. He said that Hughes-JVC is just an equipment vendor to CineComm, and that since the recent demo showings of The Phantom Menace, they are now taking a good look at the Texas Instrument system, as many industry expert felt that it was superior.

To: gdichaz who wrote (37857)	8/9/1999 4:26:00 PM
From: qdog	Respond to of 152472

Yo no se! Mira, other suppliers such as LU, NT, Alcatel, Ericsson, Siemens, Motorola, Harris and others have all done various research into CDMA and have patents dealing with it. Then there is the LAN applications cousin. Maybe the market at the time wasn't percieved and thus largely ignored. However, with the impending ROBC's meeting the demands of local access and the implementation of Telcom ACt '96, in the not too distant future, the dynamics (ther that word) has rapidly changed with M&A activity and the desire to reduce cost to entry to market. MCIWordcom shot across the broadside was in direct response to the impending ROBC entry into LD. Now can QCOM enter the market? Well, they sold infrastucture. That not to say they can't start up a new division. Can they develop chips to enter the market? If they been quietly been doing research into it, I suppose. LU probably has through a heads up from operator inquiring about various techniques available. Problem is, DS-3, which is 45 Mbps is the benchmark. 1.25 MHz channels don't fulfill that. ATM suppliers are geared to DS-3 and higher deployments. I can put 8 TV quality digital video channels using MPEG compression standards on a DS-3. So I think the peripheral or edge isn't gear towards it, but nonetheless, I'm surprised that there isn't an entrant or at least none that I'm aware of. Don't believe for a moment that Ebbers or Sprint just woke up one morning with the notion to buy companies for the sake of acquisition. IT's been thought out carefully and with discussion with suppliers. Proof was the strong appearance of MMDS and LMDS equipment at SuperCom. It is not by mistake that it was there. It was by design.