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

To: Clarksterh who wrote (3930)	12/4/1999 7:02:00 AM
From: Maurice Winn	Read Replies (2) \| Respond to of 13582

*Speed, speed, speed* A lot of people seem to think that 64kbps or 384kbps is fast enough and people won't need more. Irwin Jacobs says that speed is of the essence. Speed is the mantra. I'm betting that since Irwin Jacobs is very, very keen on speed, he would want HDR and cdma2000 to be fast, fast, fast. I doubt that the W-CDMA version of cdma2000 will be any faster than the real version. I don't believe that Q! chose a less elegant and slower version of CDMA than VW40. They know how the stuff works. Why would they choose to run it like an old truck? Not suggesting you are saying that - just that some people seem to think speed doesn't matter but Qualcomm says it does. Huge bandwidth and high speed with low cost is the name of the game. Craig Farrill said they will move packets according to urgency. How do they propose to do that? One way is for voice customers to be given a high 'Current Price is ...' message so they clear a few voice channels to carry lots of expensive packets which people push 'send' for, even though their handset might be quoting them $10 a megabyte at the moment when a base station is getting busy. Datek has realtime quotes. I guess a basestation and handset could figure out how to do the same if the supply of minutes is a lot less than the demand. WMolloy tried to make a molehill out of this mountain of potential profits. That's contrary to the normal way of making money. Sure, individual packets when fired up the freeway on-ramp can't be given any priority, but before people push the launch button, they can think twice before crowding the freeway with yet another packet to add to the jam. Nothing like a high road toll to dissuade somebody from zooming up the on-ramp. Mq PS: Having had instruction from engineer, I think I've got it now!! Individual packets once launched cannot be given priority or the freeway would jam up and nothing would get through.