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

To: Bux who wrote (39811)	9/5/1999 1:18:00 PM
From: Eric L	Read Replies (2) \| Respond to of 152472

Bux, << carriers make technology choices based upon profitability. Profitability is influenced by many factors of which interoperability is a minor consideration >> Technology choices are sometimes dictated by legislation and interoperability is sometimes legislated by governments and regulatory bodies. Profitability is indeed influenced by many factors. << The first CDMA networks in Europe will be primarily for data >> They certainly will be. The first 3G networks in Europe will I suspect be UMTS (evolved GSM with a W-CDMA air interface). You may call that a CDMA network. I do not. I'm certainly looking forward to a CDMA network (cdma2000) in Europe and interested in how seemingly requisite interoperability with UMTS is achieved. << our individual perception of time >> Our perception of time may be somewhat different. From an investment point of view my horizon is 5 years when 3G will be starting to produce meaningful meaningful revenue and as a result meaningful royalties for Qualcomm regardless of 3G technology flavor. As a wireless user right now I'm looking forward to a "tomorrow" that cost effectively offers something approximating my V.90 modem connection or perhaps even ISDN speed. I'm 2.1 miles from a telco but can't yet obtain ASDL or cable connectivity (coming soon they say) so haven't begun to think about what I'm going to do with huge chunks of bandwidth available 5 years out, but I'm sure I'll have a use. - Eric -