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

To: idler who wrote (41389)	9/16/1999 11:27:00 AM
From: quidditch	Respond to of 152472

idler, some notes from conf' to supplement your great post: (btw, was it another surreptitious SI Q thread member at table where the ditzy blond analyst backed into the water pitcher, tumbling streams of ice cubes and freezing H20 all over the seat? heaps of fun!) IJ: -software stack to accompany advances in ASIC design and functionality -credits Japanese market for carving out consumer market consciousness of differences between digital technologies--CDMA known as "Super Digital" in Japan, a la Yamakita posts (sorry, Yamakita, if I don't recall your name properly--"Japanese teenage girls' techno lust") -"whole range of things we can do" in our "interesting data rates" -HDR data rates "interesting for homes and mobile" [--notion of homes is interesting for last mile issues] -affirms G* launch in October around time of Telecom Conference "need sufficient satellites up for no interruption of service" -plug for digital cinema -new Q business segment--Wireless Internest Technologies -wireless connection to radio moades and networks (GSM Core Network and ANSI-41 Network--network interfaces) Data Rates [presumably peak]:/year of deployment IS-95B--115kbps/1999 3GMC1X--307kbps/2000-2001-double the voice capacity 3GMC3X--IMT-2000--up to 2mbps/2002 IJ noted rollout of IS-95B in Japan in Sept @64kbps HDR--2.4mbps/2001-2002 Sulpizio: -Forward looking statements on CDMA adoption: 2000--60m 2001--80m 2002--100m indicated management felt these might be conservative -wireless adoption of all technologies much faster than experts believed possible driven by increased MOUs driven by decreasing cost per minutes -idler's notes re. handset surprise on how quickly ASPs came down and ate into projected margins are same heard here -6th gen MSM 3100 shipping in Sept, complete RF with power m'g'm't and MSM 5000 and CSM5000 (3G) to come -Q rans 2nd in most patents per $ of R&D spending, ahead of NOK, ERICY, LU, Siemens Idler's summary on the division heads and Q&A very interesting. Wish could have stayed. Thanks and best. Steve