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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: RocketMan who wrote (56303)	12/23/1999 10:54:00 AM
From: Mika Kukkanen	Read Replies (2) \| Respond to of 152472

Forseable future: Orange launches 56 kbps 1Q2000 in the UK (a country that is usually a laggard within the European mobile industry) and I confidently expect to have a phone and service at far higher speeds next Christmas. It is only then that I will have to wait for the next step (for the broadband rates) which are slated for around 3 years from now. Testing, becoming available and commercial reality are three separate steps that more often than not take longer than expected. The mobile infrastructure for Europe has been tested (even Edge at well over 384kbps) for some 2 years now. Commercial roll-out is happening now. the problem is the commercial reality and that problem is mainly based on tow things: (1) The changing role of the operator (never to be underestimated the move to packet) (2) the lack of commercially available handsets. M PS Orange will launch its 56kbps service with a mobile video phone.....and I really can't see that being a "must have".

To: RocketMan who wrote (56303)	12/23/1999 11:03:00 AM
From: w molloy	Read Replies (1) \| Respond to of 152472

The question is how far away is the foreseeable future? The future is not about Palm VIIs, but about real time video phones and browsing on portable devices with user-friendly GUIs, adapted to the way people are used to browsing the WWW. For this you need a lot more than 9.6k, you need Mbps speed. The iMSM4500 ASIC, providing HDR capability, is to become available 2Q01 according to Q's literature, and I assume one this is adopted it will become the "foreseeable future." 2 to 5 years. You definitely don't need Mbps speeds to achieve the services you mention. KYO (you may have heard of them) offer a Video 'phone that utilises 64kbps PHS. User friendly GUIS don't need high data rate (they need lots of memory). WAP and web clipping can supply all the content you want at moderate data speeds (56 .. 100kpbs) The availability of QCOMS HDR chip is irrelevent. Availability of data services depends on the service providers. With the exception of Mobiltex (and possibly AT&T), I haven't seen anyone rushing out to provide wireless data services to their customers