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

To: Lance Bredvold who wrote (3955)	12/6/1999 8:05:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 13582

Lance: Re HDR. Let's go back to the drawing board for a bit. Dr Viterbi has long advocated separating voice and data for the maximum efficiency of both. This has been his position for years. Does anyone here wish to challenge his judgement. Or Dr J's? I for one, do not. Also, if we have learned anything about the Q's management it is that they are not only the most savvy people on CDMA itself, but its technological ramifications. Dr J says that HDR is coming and will do well. Then there is the first step in CDMA 2000 which is 1XRTT which will double voice capacity and step up data transmission mixed with voice. What the Nortel guy is saying is simply that he prefers IXRTT. The Q wins in either case. I suggest that to deal with HDR and CDMA 2000's first step IXRTT we need to look at the differences between PCS and cellular. PCS is a natural for HDR. Cellular is a natural fo CDMA 2000's IXRTT. Nortel specialized in cellular, hence his preference for IXRTT. Simple, no? But the point folks, is that the Q is in the catbird seat for both. This is win win. In the meantime HDR is about to go full speed in Korea and IS 95B (a stepping stone to CDMA 2000 in the future) full speed in Japan. So what is there to cry about or moan? That the US is slow? When the FCC is sitting on its hands (or moving with all deliberate speed [yuk]) on caller pays? Get real folks. Onward and upward. Be of good cheer. Chaz PS And Cisco's proposed system is fixed, fixed, fixed....and has zero infrastructure in place - let alone terminals.

To: Lance Bredvold who wrote (3955)	12/6/1999 7:54:00 PM
From: cfoe	Read Replies (1) \| Respond to of 13582

I thought Post #3956 did a great job addressing the concerns being raised about HDR and would only want to add the following. I do know that HDR has ben mentioned, and even field tested, well before the November live demonstrations. However, as Dr. J says, it is one thing to show something works in a "lab" and another to show it working in real time, in real situations. This is what I meant by HDR being a "reecnt" development. Until November it could have looked like "vaporware" to actual or potential competitors. As of November it is real.