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


To: Jack Bridges who wrote (1707)9/20/1999 10:39:00 PM
From: John Biddle  Read Replies (1) | Respond to of 13582
 
The Caxton/idler summary of the Analysts meeting included the statement that 'CDMA is the only wireless technology that is internet capable.' That statement was made after the ADI announcement.

I don't really understand that conference statement about wireless internet access. Isn't it the case that some GSM companies have been offering internet access on some GSM phones for awhile now? I realize it was at 9.6, but they were first; let's not pretend they they're not tough competitors with appealing products. (Don't mean you, Jack, but the editorial us.)

The BT/ATT Alliance announcement, IHT version, included the statement: " -- work toward developing common standards for so-called third generation mobile telephones that are expected to be introduced from the year 2001." That was also after ADI said they'd have answers to GSM's prayers from early 2000

If I understand where you're going with this, it seems you think the ADI chips may provide a way to do all three 3G versions in one chip, and maybe backward compatibility to GSM or CDMA1 to boot, given that you linked it to the fact that it came out after the ADI announcement.

I don't see the connection. ADI talked of dual and triple band phones, but they were talking about variants of existing GSM.

Sorry if I've misunderstood you.



To: Jack Bridges who wrote (1707)9/21/1999 3:08:00 AM
From: Bux  Read Replies (1) | Respond to of 13582
 
I note that ADI has outperformed QCOM on a relative basis since March, including a new high on 9/17.

Relative to what? It looks like ADI has returned 125% since March 1 and QCOM 425%. There is no comparison.

Bux