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

To: DaveMG who wrote (1799)	9/22/1999 2:10:00 PM
From: moat	Read Replies (1) \| Respond to of 13582

Dave, Good post. <<<The fact that margin pressure was so severe raises lots of serious questions. Most of them have already been aired but here they are from my POV. If MOT's and Nokia's ASIC projects are as impaired as has been claimed, how is it that they are nonethelss able to force Q's margins down to the point where Q was forced to abandon ship, or put another way, why is it that Q's royalty and ASIC advantage was not enough to keep them in the game? How could things have changed so rapidly, over a period of just a couple of months? Why should we presume that the same won't happen with ASICs, in other words, will we wake up one day to "devastating" competition from DSP, LU, whomever? Will Q ever really make any money? Looks like we're again going to be treated with pro forma income, writedowns, etc. When is this stuff going to stop?>>> I recall (that is, I could be wrong) handset ASP pressures are coming from Korea. Forced ASP down 14%+ last three months. I don't understand ASIC ASP pressures as well. moat

To: DaveMG who wrote (1799)	9/22/1999 2:45:00 PM
From: Bux	Respond to of 13582

The Thinphone is not to be blamed for any of the problems you have reported. I have heard more than the average number of complaints about BAM. The battery on my Thin will easily go over 80 hours if I am in an area of 4 bars digital. If I am in analog all day, I'm lucky to make 10 hours on the tiny internal battery. I have an additional battery for those situations. The digital battery life is also a function of how the network is configured. The more often the phone "wakes up" the shorter the battery life but the sooner the phone will ring when you get a call. Bux

To: DaveMG who wrote (1799)	9/22/1999 4:14:00 PM
From: qdog	Read Replies (1) \| Respond to of 13582

Well Dave, we could spend a few splits going through this post and answering your concerns. Someone correct me if I'm wrong but hasn't Ericsson been Vod's largest infrastructure supplier? Now that Ericsson sits squarely in the middle of all standards maybe they'll be the ones to do the job. Don't hold your breath though Lucent occupied that space long before Ericsson. Ericsson may be Voda, but not Airtouch nor BAM. So I've been using this ThinPhone around NYC for a few weeks now. It's amazing how clear some converstations are, especially on the mobile end. But my wife who's often on the other, at home/landline complains that many calls where I hear perfectly sound garbled to her. And many calls sound bad on my end AND on the other end, especially mobile to mobile. I've even had calls dropped while I was standing still and the other person is on landline though it's true it was raining. All this must sound pretty familiar to the rest of you. We're still a long way from reliable landline quality. Fortunately these problems should actually be less of an impediment for simple data services than voice, but video and audio? And if BAM is the best CDMA in NYC, and if CDMA is state of the art, then what are the other networks like? Maybe they're not really that much worse after all. I was at a construction site yesterday where of course everyone was using the often maligned Nextel. Those guys were getting calls in the middle of the building where I couldn't and these were NOT direct connect local radio calls. Of course I'm sure we could go to some other site where I'd get the calls and they wouldn't. Bingo!! Give the man a Mother qdog biscuit!! While all the "bad" press has been heap upon AT&T and it "lousy" network, based on dufus based reporter's in the NYC area, I have said that technical journals have said that both AT&T and BAM cellular have had problems in NYC and some other congested area's. GTE in Houston in spots as well. Cellular has a legacy problem with this attachment for analog. That chews up valuable B/W. Then there the the glass and metal nightmare of downtown NYC. How does it sound and act away from the big city?