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

To: engineer who wrote (3814)	12/1/1999 8:30:00 AM
From: Wyätt Gwyön	Respond to of 13582

QUALCOMM CDMA Technologies Delivers MSM3100 Tri-Mode Software Ahead of Schedule - Software Supports CDMA Handset Manufacturers in Development of North American Nationwide Roaming on CDMA Digital Cellular, CDMA PCS and Analog Networks - SAN DIEGO, Dec. 1 /PRNewswire/ -- QUALCOMM Incorporated (Nasdaq: QCOM - news), pioneer and world leader of Code Division Multiple Access (CDMA) digital wireless technology, today announced the early shipment of its new tri-mode software for the sixth generation MSM3100(TM) Mobile Station Modem (MSM(TM)) solution. Originally scheduled to ship during the first quarter of 2000, QUALCOMM CDMA Technologies' tri-mode MSM3100 software supports automatic CDMA/FM wireless operation for 800 MHz CDMA, 1900 MHz CDMA PCS and 800 MHz AMPS technologies in a single handset. Early availability of the software will enable QUALCOMM CDMA Technologies customers to shorten the development time for handsets to meet the growing demand by North American carriers for nationwide roaming. ''QUALCOMM CDMA Technologies continues to lead the industry in supplying complete CDMA hardware and software solutions for wireless communications manufacturers,'' said Luis Pineda, senior director of product management for QUALCOMM CDMA Technologies. ''Our new MSM3100 tri-mode software adds to a full set of tools for wireless handset manufacturers to shorten time-to-market for a new generation of CDMA tri-mode phones.'' In addition to the tri-mode capability, this MSM3100 software release is compliant with IS-95B, protocol revision level four, which includes features such as: voice enhancements, improved hand-off, call setup, roaming indication, incoming call forwarding, neighbor searching and pilot reporting. The software also supports high-speed packet data, up to 86.4 kilobits per second (kbps), which is faster than speeds currently possible in most homes. QUALCOMM CDMA Technologies sixth generation MSM3100 chipset and system software solution began on-time sample shipments in September 1999. The solution features an increased level of integration, providing a 50 percent reduction of the printed circuit board area and up to 300 hours of standby time. This solution will allow manufacturers to quickly design very small, feature-rich handsets with longer standby times and support for higher data rate services. QUALCOMM CDMA Technologies is the leading developer and supplier of CDMA chipsets, hardware, and software solutions and tools, with more than 65 million MSM chips shipped worldwide. The division supplies chipsets to the world's leading CDMA handset and infrastructure manufacturers including: ALPS ELECTRIC CO., LTD.; CASIO COMPUTER CO., LTD.; DENSO CORPORATION; FUJITSU LIMITED; Hitachi, Ltd.; Hyundai Electronics Industries Co., Ltd.; KYOCERA CORPORATION; LG Information and Communications, Ltd.; Samsung Electronics Ltd.; SANYO Electric Co., Ltd.; and Toshiba Corporation, among others. QUALCOMM Incorporated (www.qualcomm.com) is a leader in developing and delivering innovative digital wireless communications products and services based on the Company's CDMA digital technology. The Company's major business areas include CDMA phones; integrated CDMA chipsets and system software; technology licensing; and satellite-based systems including OmniTRACS® and portions of the Globalstar(TM) system. Headquartered in San Diego, Calif., QUALCOMM is included in the S&P 500 Index and is a 1999 FORTUNE 500® company traded on the Nasdaq under the ticker symbol QCOM. Except for the historical information contained herein, this news release contains forward-looking statements that are subject to risks and uncertainties, including timely product development, the Company's ability to successfully manufacture significant quantities of CDMA or other equipment on a timely and profitable basis, and those related to performance guarantees, change in economic conditions of the various markets the Company serves, as well as the other risks detailed from time to time in the Company's SEC reports, including the report on Form 10-K for the year ended September 26, 1999, and most recent Form 10-Q. QUALCOMM and OmniTRACS are registered trademarks and MSM3100 and MSM are trademarks of QUALCOMM Incorporated. Globalstar is a trademark of Loral QUALCOMM Satellite Services, Incorporated. All other trademarks are the property of their respective owners. SOURCE: QUALCOMM Incorporated

To: engineer who wrote (3814)	12/1/1999 9:36:00 AM
From: quidditch	Read Replies (3) \| Respond to of 13582

Spectral capacity/T cash shortage: engineer, your interesting post would make it seem that the Nortel representative was more or less on the mark when he doubted that carriers would quickly move to HDR, because they don't have the 1.25Mhz of spectrum to spare for data only, at least not before 1xrtt is deployed. Does this mean, in your view, that Q has to roll out the MSM4500s before Sprint and BAM will support HDR? I had thought that the statement by the NT rep was just another instance of the carriers hedging their bets, not wanting to declare their strategic objectives before i) the market for data demands it and ii) their competition does. Bux, re T and digital TV upgrade cutbacks: From what little I've read, T (through TCI/MediaOne) has been investing heavily in procuring that next generation STBs from GIC, primarily, and SFA. This implies not only the significant cash outlays to procure but having the (wired cable) infrastructure to accommodate the throughput and interactivity of these STBs. Steve

To: engineer who wrote (3814)	12/1/1999 11:43:00 AM
From: Bux	Respond to of 13582

It sounds like the analog phones are hogging a disproportionate share of the spectrum. Personally, I've never had a fast busy signal on Airtouch or Sprint in the Puget Sound Region but maybe other subscribers can speak-up with their experiences regarding busy signals in various areas of the country on CDMA networks. It seems to me that capacity constraints would not prohibit data roll-out since data and voice usage would tend to complement each other. Maybe someone can help me here but I would assume voice usage would peak between 4-6pm and most data usage would not be at these hours. For maximum profitability, carriers need to maximize the number of minutes used through-out the day. How to better do this than with data? And then there is the Maurice demand-based billing that would really allow carriers to maximize profits. Not to put a positive spin on everything, but this news that carriers are experiencing capacity limits (at least in the busiest areas at peak times) leads me to conclude that 1XRTT and 3XRTT sales will be explosive when they are ready, pressure is on to get rid of analog and this will necessitate expanding the digital coverage areas, and QCOM will benefit from all this upgrading and expanding. I don't think data will take a back-seat to voice in the big picture. Data uses minutes and generates revenue just like voice does and I'm not convinced it will be any more difficult to support than voice. Bux

To: engineer who wrote (3814)	12/1/1999 12:14:00 PM
From: Kayaker	Read Replies (5) \| Respond to of 13582

Coverage is getting pretty tight. I am somewhat sure that the reason that the Internet has not been rolled out in San Diego and LA is that it is saturated and they have no spectrum to allow for data minutes. IF they wanted to do this and they rolled out a mjaor plan to replace every analog phone out there, then they gain back the space. Engineer/Bux, so I guess I'm back to being skeptical about HDR. It looks like some carriers (like Sprint) have quite a bit of capacity, but others don't. Demand for voice is expected to double over the next year. Will it double again in the year after that? Add in internet access @ 384 kps with 1xRTT (even though 1xRTT doubles capacity) and it looks like an explosion in demand for voice and 1xRTT access alone. I would think that even carriers with the extra capacity will have no trouble filling it with voice and 1xRTT data over the next couple of years. Will it make sense for them to allocate spectrum for a widespread rollout of HDR?