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

To: gdichaz who wrote (2472)	10/18/1999 3:52:00 PM
From: slacker711	Read Replies (2) \| Respond to of 13582

Report from ROP on Yahoo....note that Korea Telecom has begun 115kbps cdmaONE service. Telecom99: some thoughts by: TheRealOrangePeel (34/M/On the River Thames) 10922 of 10926 Ratehr than write a full report I will let things trickle out as they come to mind (and when I have time). There was nothing radical or really new at Telecom99...if it was your first then you may think otherwise (it was my third). The top three things to come out of the whole circus are: NEC's WCDMA/Bluetooth phone and video attachment, Korea telecom's 115 kbps service and phone (already launched back in Sept) and the Nokia-Palm Computing deal. For sheer entertainment value I have to give a prize to Qualcomm for the 'pdQ'..surely they weren't serious. And all the satellite operator hopefulls are runner-ups! Although the "Special Merit of Giggles in the Third Degree" goes to Iridium. It was bloody awful, the Globalstar system provided quite clear results with only a little delay. The smallest satellite handset honour goes to Nera although unfortunately it was on the stand that housed the company that wins "The Merit of Goiggles of the Fourth Order", ICO. We all knew Panasonic had a WCDMA handset, it contained a camera and screen for videoconferencing. It is about the size of GSM phopnes from around 3 or 4 years back. However, the NEC gizmo blew me away. A WCDMA phone around the size of their current GSM phone was connected to an add on unit about the size of a pack of cards. This unit opened up to show a colour 1" screen and little camera for videoconferencing. The two units were connected by Bluetooth and a simialr configuration was used to actually videoconference with each other over WCDMA. I did so with the demonstrator. It was running only at 64kbps and so the frame rate was down to a lowly 6 and MPEG4 coding ensured a delay in transmission. However, it proves my theory that the Asian guys are far and away ahead when it comes to handset design or more likely integration. This is also vborn out with Kore Telecom's cdmaOne service (IS-95B) running at around 115kbps (of course this is max and I think it time to warn everyone that its what all suppliers indicate, don't expect it in real life). they did this basically by themeselves and also designed a phone to support this. When can we expect the service....it is already out! Has been since September. All the Japanese stands were a hot bed of WCDMA demos...an eye opener for some I can assure you. Most in the business new this, but when you see it all under one roof in one close area it makes people sit up and take notice. I expect to hear more concerning the Nokia/Palm deal announced. the issue isn't finalised and am not sure which way it goes. I would prefer to see MS marginalised more. More another time. ROP99 PS To the ITU: Do everyone a favour...no more Geneva. I know you have jsut signed for 2003, but we have been moaning about it for years.