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

To: Kayaker who wrote (3866)	12/2/1999 7:40:00 AM
From: kech	Read Replies (1) \| Respond to of 13582

Thanks for the internet Telephoney article Kayaker - this line is a concern to me: Because Qualcomm no longer operates an equipment manufacturing business, it must sell other vendors on the idea. That's proving to be a challenge. All they can do is make presentations and hope equipment companies commit. Still there will be a chicken and egg problem of service providers not knowing if it will work and equipment providers not know if service providers will use it. I wonder what Q had to do to get Freetel to try it. Will that be enough to demonstrate a successful system and get others on board? Will they also have this problem in innovation in handsets if they just sell the chips?

To: Kayaker who wrote (3866)	12/2/1999 9:41:00 AM
From: quidditch	Read Replies (4) \| Respond to of 13582

NT Skepticism re HDR deployment: 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. I have a number of questions regarding this statement, which if taken at face value is rather powerful: 1.HDR requires operators to dedicate a whole carrier to data, rather than sharing data and voice over the same spectrum. Is this true? Dedicate a whole carrier to data...what does this mean? I thought (a) HDR could be interlevered as a channel of spectrum within a carrier's voice spectrum, either dedicated to data exclusively or, less efficiently, because of data's bursty nature, co-habit with voice albeit somewhat less than efficiently. Is the NT technology officer speaking in less than precise terms and if so why? 2. HDR also requires new terminals and offers another air interface--which the wireless industry doesn't need. New terminals? Is this true? I think I recall that HDR would require additional BS ASICs and, of course, reconfigured handsets. What is the meaning of terminals here other than BS ASICs which carriers will need to deploy for the MSM4500s and MSM5500s in any event. 3. ...offers another air interface.... Well, clearly, CDMA is the air interface. Is the other interface "packet" vs. circuit switched. But isn't all voice and data in the future going to be packet? 4. Can anyone think why NT would be coming out so strongly in this way--what's the corporate agenda here? More FUD? Steve