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

To: Maurice Winn who wrote (3932)	12/4/1999 9:54:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 13582

Maurice - I don't believe that Q! chose a less elegant and slower version of CDMA than VW40. FYI, we were talking about IS-95B, not CDMA2000. I'll quote from the CDMA-2000 spec, which compares the performance of CDMA-2000 with IS-95B: <<The F-CCCH improves packet data performance by reducing L2 signaling delay and increased data rates for Dormant Burst.>> The delays they are talking about here are exactly the kinds of delays I was referring to, and in CDMA-2000 they have reduced them in several ways, one of which is by having a new Forward Common Control Channel. The only real question is exactly what the latency is for IS-95B. Clark

To: Maurice Winn who wrote (3932)	12/4/1999 10:32:00 AM
From: w molloy	Read Replies (2) \| Respond to of 13582

re *Speed, speed, speed* >> WMolloy tried to make a molehill out of this mountain of potential profits. The mountain is the the pile of cash operators make from VOX calls. In San Diego plans vary from 30c to 47c/minute. In the US, both parties pay for the call???? So how much to charge for data? A minute of VOX is more or less equivalent to 75K bytes of data. (10k bits per second *60 /8) A megabyte of data might cost you between $8 and $12, if you can accept the pitiful data rate and that is without a premium charge for providing a data service. One can see how quickly the price increases with data rate, at current VOX pricing levels. See how much Palm are charging for the wirless service on Palm VII (http://www.palm.com/products/palmvii/serviceplans.html). $10/50kbyte !!! Wireless VOX rates will have to fall in line with current POTS pricing before high speed data takes off. PS I prefer a rats in a pipe analogy over the free way analogy. The rats can't overtake and can only drop into the pipe when there is room. w