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

To: engineer who wrote (38929)	8/28/1999 3:21:00 PM
From: Keith Feral	Respond to of 152472

Engineer: I find it amusing how people think that a wireless network is built and never that is the end. The upgrades to wireless systems will continue to be rolled out forever. Higher data speeds, more capacity, video ... all these factors will redefine the quality of wireless service offered by system operators like PCS or VOD. I used to hear analysts say that QCOM infra would never have a chance to break into the US market because MOT or LU controlled the hardware (base stations). In the past year, ATI, Primeco, and ATT have decided to scrap local networks and totally replace the equipment from new hardware vendors. (See ya MOT and now ERICY) This has enabled NT and LU move to the forefront of the technology curve. I almost spit the other day when I heard that ATT was developing TDMA based WLL systems. How long is it going to take for them to realize they have been buying equipment from 2 of the worst technology co's in the world - MOT and ERICY? Well, it looks like Friday's announcement was the first sign of recognition. Why are we so worried about ATT anyway? Their power is about as great as the co's supplying them their equipment - and they just got fired. Why has ATT been so Eurocentric for the past 10 years in wireless? They were greedy to get a head start. Now they must switch alliance and start paying the new US tollmasters - QCOM and NT. Global roaming is becoming a reality in Asia as Japan, Korea, and other's are beginning to appreciate their common CDMA relationships. I believe that CDMA will be first to market with a true World Phone. I am anxious to see if they will even bother with a CDMA/AMPS/GSM phone. The rollout for 3G systems is now in place for CDMA. Is there really a reason to build a tri mode phone that will not require GSM chips in a few years anyhow? The only tri mode phone that may make sense in the future would be a Globalstar phone. Although I think the target market is going to be small, it could be reasoned that households would require 1 G Sat phone for trips into the country where service is nonexistant. I would like to see G* replace analog systems as the back up or roaming alternative. It disgusts me to think that someone like ATT may be getting paid the toll for my roaming charges.

To: engineer who wrote (38929)	8/28/1999 4:06:00 PM
From: slacker711	Respond to of 152472

Thanks engineer....I got a little excited and didnt look up some of the info that I was posting about. Here's the info on the MSM3000. The following is from the initial press release from the Q.... qualcomm.com Featuring data rates up to 86.4 kbps, a new microprocessor architecture and several new features, the MSM3000 chip continues the high standards set by QUALCOMM for integrated, single-chip solutions for manufacturers. The high data rates will be supported by IS-95B compliant infrastructure and enable effective use of handsets for a new breed of Internet applications with fast packet switched access to databases, e-mail and web browsing. Do you know if the Sprint infrastructure has been upgraded to IS-95B? Also how extensive an upgrade would be required (software or hardware)? Maybe I am still ahead of the technology curve, but I cant understand how Sprint would not want to come out with data rates comparable to a standard 56k modem. They would destroy AT&T. Until something like this forces the T's hand, I dont see a CDMA overlay in the future. JMHO..... Slacker