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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Joe NYC who wrote (48792)	11/10/1999 4:42:00 AM
From: Bux	Read Replies (2) \| Respond to of 152472

Here's the link for those of you have missed some or all of the HDR demo with Irwin Jacobs. qualcomm.com If you have a phone modem I recommend closing any windows that may talk to the modem like mail software or stock tickers, etc. so the streaming audio/video isn't interrupted. Also, there are large segments of the presentation (non-Irwin speakers) that are not very informative but I have been unable to "fast forward" over these areas effectively because of the buffer time required every time a jump forward is made. Cable modem (and higher) users may have better luck. I suggest listening to the whole presentation to avoid missing key points. It seems like it is an hour or so? The question and answer period at the end is also informative. Brew up some coffee, have some food and good reading material ready (for some of the less info packed segments) and note paper ready and enjoy. Bux

To: Joe NYC who wrote (48792)	11/10/1999 5:12:00 AM
From: Bux	Respond to of 152472

One thing I am not clear about is CDMA 2000 vs. HDR. I guess they can co-exist, that is a carrier may have both, but what is unclear to me is why there is not much news about CDMA 2000, but a lot of hype about HDR. I think CDMA 2000 is more important strategic product for QCOM, and HDR is a nice addition. But the priority should be CDMA 2000. It improves voice and data. Not as well as HDR, but it is good enough. I think you have the two reversed. HDR does not meet full 3G specs while CDMA2000 does. However, I don't think subscribers will be demanding the capabilities of 3G for a long time as long as HDR is available. I think HDR will blow EDGE and GPRS out of the water in the real world. This whole family of CDMA standards utilizes and depends upon Qualcomm's intellectual property to function. They can be thought of as the same technology repackaged to achieve different goals. I believe the CDMA2000 solution was assembled to meet the 3G specifications that the ITU put together. I doubt if Qualcomm would have designed CDMA2000 the same way if they were not trying to meet ITU specs for 3G. I get the impression that I.J. is actually more impressed with HDR because of it's flexibility and practicality when compared to any technology designed to meet 3G specs. and I think we may see a standard being defined the old fashioned way, first to market. This could turn out to be powerful stuff! I also think that HDR could be the best solution to European operators voice and data needs and the HDR may end up being recognized as an approved european standard within 2-3 years, and maybe even sooner if they are really on the ball and want to do what's in the best interest of the telecom industries and consumers. I have heard that Nokia has been working to bring the family of 3G standards closer together and this may fit in with what I'm saying. It will be fun to watch these new technologies be deployed. Bux