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To: engineer who wrote (46006)10/24/1999 11:47:00 PM
From: JohnG  Read Replies (2) | Respond to of 152472
 
Engineer. Thanks on CDMA power levels. Do you know how the CDMA output compares to the GSM/TDMA outputs at similar fractions of typical cell radius. I had heard that CDMA had lower outputs and thus longer battery life. I also have seen reports on this thread that the new GSM data transmission scheme radiates much more power than GSM voice.
JohnG



To: engineer who wrote (46006)10/24/1999 11:52:00 PM
From: cfoe  Respond to of 152472
 
Kevin Landis, manager of Firsthand Funds, one of the hottest fund groups for the past five years, was interviewed in the Nov 99 issue of Red Herring (p296). As some of you might remember, Landis was on a recent Wall Street Week that focused on technology. On WSW he said he owned Qualcomm and that it had the wireless industry by the throat (or something like that).

I quote two questions and answers from the interview.

Q: In your Technology Leaders Fund, you have companies like Cisco, PMC-Sierra, Vitesse Semiconductor and AOL, all of which trade at premium prices. When you add to the portfolio, will you buy more of these expensive holdings, or are you filling in the portfolio from below?

A: In my mind, in order to make it into the Technology Leaders Fund, a company has to join an exclusive club. So it's not as though I'm going to go out and buy a bunch of cheap names just because existing positions have gotten expensive. One stock we recently added was Qualcomm.

Q: Why Qualcomm?

A: We owned Ericsson last year as our wireless "gorilla," and I just realized that I was holding the wrong company - the company that was really leading the industry was Qualcomm. And although it doesn't have the size and the long history that a lot of the other tech leaders have, I see it coming.

I guess if he was reading the SI Qualcomm threads last year he might have found this out sooner. Nevertheless, let's welcome Landis.



To: engineer who wrote (46006)10/25/1999 8:16:00 AM
From: Clarksterh  Respond to of 152472
 
Engineer - At half the radius of the cell site (7 km), it is only up to about 2 milliwatts. ... 50% of the time, the phone is putting out 2 mW or less.

In the overall scheme of things I certainly agree that CDMA transmits much less average power than analog, but to be self consistent, you should have written '25% of the time it is less than 2mW'. This is kind of a nit, but the point is that statistically users spend more time at the edge of cells than they do in the center.

Clark