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

To: JMD who wrote (3284)	11/15/1999 4:37:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 13582

SurferM, In the October edition of CDMAWorld, Issue2, published by Mobile Communications International, there are some interesting articles and advertisements. Metawave has an ad for capacity improvements using their SpotLight 2000 antenna system. This is the two stick bathtub system with some silicon glued to them so they bob up and down at the right speed to direct the waves just so. [I think that's how it works]. Capacity and IP is the big topic. With HDR and cdma2000 coming on stream in the next year or three, with Microsoft joining in [they did NOT like the idea of Qualcomm becoming the size of MSFT/IBM/Intel combined], there are problems which arise. Smartaleck antennae help. So do more sectors and circuits and all that stuff. But the bursty nature of IP and clicking on dirty great images which might even be moving, which takes serious bandwidth, causes large hiccoughs [hiccups]. Voice can't take delay. Data can take a bit [unless the person or application is time sensitive and needs non-stop bits coming down the pipe]. So they have a big article on how they are going to avoid overload during peak burstiness and how are they going to bill people. They are struggling with the concept but it seems they are heading towards charging dumb consumers by the minute because we can't figure out what an IP packet is and we are used to being charged by the minute. But clever people who work in companies know what a packet is so they'll be billed by the megabit. Craig Farrill has said they'll be megabit charging for 3G [and presumably HDR]. Engineer says we can't have variable pricing, but we already have it with peak and off-peak pricing, so it's a question of how finely tuned that can be. I remain a fan of instantaneous pricing so that people don't fire up their burstiness just when Babe is flat out with really important and high-priced megabits, be they voice or WWeb pictures. It seems that this is becoming the major story in the data/voice world where systems running at capacity make a lot of money and those at 25% capacity get bought by the better companies. Nokia is advertizing their 5100, "Making CDMA Simple". They have a NaviKey AND GET THIS..."Xpress-on color covers that snap on for a quick change of color". Gee, that's starting to look like a weak selling point. Tero, you better tell Nokia to do better than change colour if they want to be big in CDMA. Working ASICs, and voice quality would be the best place to start. Mqurice

To: JMD who wrote (3284)	11/15/1999 7:28:00 PM
From: marginmike	Read Replies (1) \| Respond to of 13582

IN NY BAM rules

To: JMD who wrote (3284)	11/15/1999 10:54:00 PM
From: Diana R. Chambers	Read Replies (2) \| Respond to of 13582

<but when idiots like that are throwing bucks at it, buckle your seat belts cuz they'll pull the trigger at the first signs of turbulence. I've mentioned this a few times on both threads, that when momentum and/or day traders start riding a stock, its moves are not based on intrinsic merits. Obviously Q's trajectory has been based on a lot of pipeline stuff, but still I fear the traders. Oh well... <O.K. on to more important things [this is an official techno-SOS]--panic call from Number One daughter now residing in New York and reporting that her Sprint PCS phone doesn't work for crappola which presumably means she's missing important calls at assorted clubs, lounges, bars, <I've heard this about NYC also. Must be the mountains, ie buildings. As I've mentioned, Sprint PCS doesn't work in hilly areas in LA either (and has a semi-bad reputation). But Airtouch does. Just fine. Too bad. Best.