Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: JGoren who wrote (2330)	10/14/1999 12:35:00 PM
From: Valueman	Read Replies (1) \| Respond to of 13582

Analysts really badgering INTC over merchant license and whether it will be yanked ala VLSI/Phillips. Guy reiterates the same thing I posted previously.

To: JGoren who wrote (2330)	10/14/1999 2:03:00 PM
From: Sawtooth	Read Replies (2) \| Respond to of 13582

<< As I understand it, ATT is the primary proponent of TDMA and the primary user. Does anyone else significant use TDMA? If not, then regardless of how good ATT Wireless may perceive its system to be, it will have to cost more to upgrade in the future as TDMA will not have the economy of scales. Even if ATT avoids a lot of IPR payments with its virtually proprietary system, it would get eaten alive costwise as the rest of the world moves to cdma, GSM/W-CDMA systems. I am totally ignoring the "arguments" that ATT can figure out a way to upgrade, and whether a cdma oriented platform is demonstrably more efficient, etc. I am just looking at economies of scale of production and pricing.>> JGoren: As I read your post, I was pulled back two years in a virtual time machine. The land I arrived at was very similar to today but everywhere it says ATT in your post it said Ericsson in the past land. I wonder if in revisiting the past I am seeing the future? ...Tim