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

To: Caxton Rhodes who wrote (1573)	9/15/1999 9:42:00 PM
From: Eric L	Read Replies (1) \| Respond to of 13582

Caxton, Thanks much for meeting summary. Have not had time to check other thread. << "other technologies can't compete with" Q's HDR technology >> Acronym HDR? In this usage are we talking High Data Rate? - Eric -

To: Caxton Rhodes who wrote (1573)	9/15/1999 10:13:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 13582

Jim Frost, Clark, engineer, etc, where are you? Number crunchers needed, and engineers. Name of this thread is the new qualcomm. Well, we are indeed looking at a new qualcomm. Starting FY2000, may be calendar 2000, Qualcomm would now be a semi-conductor company? Will there indeed be a "Qualcomm Inside" every piece of appliance that computes and telecommutes? How do we re-evaluate the value of the New Qualcomm now, without infra and without handset? Ramsey

To: Caxton Rhodes who wrote (1573)	9/15/1999 10:24:00 PM
From: Ramsey Su	Respond to of 13582

biz.yahoo.com Caxton, remember how the Korea Won hurt QC's royalty stream about a year and a half ago? Now the tide is turned. If CDMA doubled in Japan in the last 3 months, I think we would indeed be pleasantly surprised with royalty figures. Ramsey

To: Caxton Rhodes who wrote (1573)	9/15/1999 11:47:00 PM
From: Boplicity	Respond to of 13582

re: HDR financial impact is probably about 1 year away, depending on carrier deployment; HDR provides same capabilities as 3G. Is that right? That soon? How long would it take Sprint PCS to deploy HDR? G

To: Caxton Rhodes who wrote (1573)	9/16/1999 10:13:00 AM
From: JMD	Read Replies (1) \| Respond to of 13582

Idler, Caxton--many thanks for bagging the meeting notes from yahoo or the garbage can or wherever. Apparently we got the primary reason for selling the handset division right: it's a low margin business that requires massive volumes to drive it. Thin Phones are flying off the shelves, and the Q's capacity will make a nice fit for one of the handful of survivors in the business. Announce it now and let the bidders sweat: what happens if we DON'T buy it? Lovely. Meanwhile Jacobs and crew are making sure CDMA/HDR fits with every platform (and form factor) in the known universe and leveling all guns on ASICs/R&D. Gregg got it wrong this time; but he's allowed a couple a year and he still way under quota. Hats off to Thornley; seems like a very clear headed decision to me. SM

To: Caxton Rhodes who wrote (1573)	9/16/1999 1:28:00 PM
From: moat	Read Replies (1) \| Respond to of 13582

HDR. At the analyst meeting Jeff Jacobs (SVP Business Development) said his math shows that operators should be able to offer flat-rate HDR (at 2 mbps) Internet access plans for $30-80/month. I hope someone can verify what I heard. But that's what I recall. This is simply amazing to me. If what I heard is correct then what I don't understand is why HDR has not moved out more quickly (given all the last-mile rage with DSL and cable modems)? I don't understand why it's not already happening at selected regions of the world ... seems to me HDR provides an incredibly good "last mile" solution -- much easier roll out compared to DSL or cable modems once the cell sites are equipped (operators can just slide in a HDR card at an existing cell site to deploy the service). I'll take 2 mbps wireless flat-rate Internet access at $50/mo anytime. Who on this thread would not? Jeff said US West and Sprint have had successful lab trials. We should see two field trials by year end. If HDR takes off (I don't see why it would not if its offered at $50/mo for 2 mbps), this is going to be one hot business. Further, he said, [since this is data only, don't have to deal with legacy voice stuff] HDR can be deployed on all networks (GSM, TDMA, CDMA) quickly, all it uses is one 1.25 mhz channel at the network side. This is regardless of 3G! HDR can march on without 3G. (someone verify my understanding please) A quote from the company the other day: "In just under four years, we have built a leading organization that has helped create an industry. Now is the time for QUALCOMM to build on these strengths and to again respond to industry needs with new innovations such as wireless data products and applications", said Dr. Paul E. Jacobs, president of QUALCOMM Consumer Products.