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

To: Kayaker who wrote (3830)	12/1/1999 12:40:00 PM
From: Bux	Read Replies (2) \| Respond to of 13582

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? In the context of 1XRTT and even HDR, data makes a lot of sense when you consider it is packet data. This means a "wireless channel" will not need to be maintained for data users. Yes, I know CDMA is spread spectrum and a "channel" is not maintained for voice either but when people talk on a phone, silence is not golden, it is embarrassing. So a voice call will not have long periods of no bandwidth usage. Irwin Jacobs has been talking about the "bursty" nature of data for a long time. This means that hundreds of data users can all share the same spectrum (so to speak) since the data requests will come at different times. So don't be put off by the 384Kbps rate and assume it will clog up the available spectrum. As long as users aren't downloading streaming video, the high data rate will just zap documents to the wireless device and be done with it. Even a speed reader will need to digest the new information for a while before a new request is made. But I do disagree with Irwin's suggestion that carriers will be able to offer HDR at a flat rate. That would encourage too much bandwidth usage with streaming video, etc. The carriers will need to charge per Mb but that doesn't mean it will be expensive. With wireless data, the skeptical remind me of the people who were skeptical of the MSFT motto "A computer on every desk." It was only 15 short years ago that the mainstream media and the person on the street was saying that your average person has no need for computing. They missed the fact that it was about communication, word processing and sharing information. Wireless data is about these same things but it is more empowering because it can travel with you. Bux

To: Kayaker who wrote (3830)	12/1/1999 12:51:00 PM
From: slacker711	Read Replies (1) \| Respond to of 13582

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? I think that one one of Engineer's points was that the carriers have not yet transitioned their subs from analog to digital. I cant remember the exact numbers but I believe that analog may still have the majority of the existing subs in the US. Neither BAM nor Airtouch has really been pushing existing analog customers to digital as of yet. When (if?) this occurrs it will free up huge amounts of spectrum for data services.... PCS doesnt have this problem since they are a purely digital carrier. Slacker

To: Kayaker who wrote (3830)	12/1/1999 3:25:00 PM
From: Scott Zion	Read Replies (2) \| Respond to of 13582

Will it make sense for them to allocate spectrum for a widespread rollout of HDR? QCOM argues that voice/data have different requirements (e.g. latency, burstiness etc). Thus, mixed voice/data channels (e.g. 1xRTT, 3xRTT) do not optimize the network and are less spectral efficient then separate channels. Regards, Scott

To: Kayaker who wrote (3830)	12/1/1999 4:02:00 PM
From: cfoe	Respond to of 13582

From CNET: "Sprint, MCI to push wireless Net services" Link is below. It is an interesting article. I did not see any mention of a particular technology approach, since they have CDMA and also the wireless cable spectrum each of them purchased. My take is this ain't bad for Q/CDMA. yahoo.cnet.com

To: Kayaker who wrote (3830)	12/2/1999 1:52:00 AM
From: Kayaker	Read Replies (2) \| Respond to of 13582

Qualcomm touts HDR - NewsNow Story - December 01, 1999 internettelephony.com NANCY GOHRING SAN FRANCISCO--Qualcomm pushed its HDR solution here at the 1999 CDMA Americas Congress, but operators and vendors alike are hesitant to embrace the solution. HDR is a CDMA high data solution that Qualcomm demonstrated just weeks ago in San Diego. The demo displayed 1.8 Mb/s data rates at full mobility. Qualcomm has also achieved as high as 2.4 Mb/s in the lab, said Haleh Motamedi, senior project manager for Qualcomm. At the recent demonstration, Qualcomm said it could deliver ASICS by next year and that KT Freetel in Korea has decided to implement HDR. The ASICS will be dual-mode so devices can operate on existing networks as well as the HDR overlay. "HDR is a complement to other CDMA [technologies]," Motamedi said. HDR essentially optimizes a network, through software upgrades, for high-speed packet-based data. Because Qualcomm no longer operates an equipment manufacturing business, it must sell other vendors on the idea. That's proving to be a challenge. Nortel Networks is lukewarm on the solution for a few reasons. HDR requires operators to dedicate a whole carrier to data, rather than sharing data and voice over the same spectrum. HDR also requires new terminals and offers another air interface--which the wireless industry doesn't need. "Those disadvantages far outweigh the advantages," said Hermon Pon, vice president of technology and chief technology officer of Nortel. "We'd rather just work on 1X and ways to improve data rates there," he said. 1X is a CDMA migration that offers high data rates--though not as high as HDR--and shares spectrum with voice. It's an accepted standard that operators intend to implement and most vendors will build to. Nortel isn't alone in its skepticism?\operators also haven't committed to the concept. However, Qualcomm has done trials with U S West and Sprint PCS and says it is working closely with vendors.