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


To: John Hauser who wrote (63294)1/21/2000 12:53:00 PM
From: Detail-MD  Read Replies (1) | Respond to of 152472
 
You keep pumping your MCOM over here. Now you are cloaking it in "Can you guys comment on this?". Please, this thread is too clogged already.



To: John Hauser who wrote (63294)1/21/2000 3:56:00 PM
From: waverider  Read Replies (1) | Respond to of 152472
 
>>>For the moment, HDR is vaporware, and its future implementation is hazy at best.<<<

John, the demo Jacobs gave in San Diego of HDR sure seemed real to me. With Asia signing up with some partnerships, I would consider HDR a solid part of Q's future. Vaporware is typically based on "announcements" like those from MOT about their up and coming chips...so far, no show. For HDR, that is not the case.

Rick



To: John Hauser who wrote (63294)1/22/2000 10:10:00 AM
From: Clarksterh  Respond to of 152472
 
John - So, let's assume that a voice call uses 16 kbps, which is realistic. In CDMA, this means that a single 128kbps connections takes the place of 8 voice calls, each generating revenue on the order of 10-20 cents per minutes. So the cellular operators must clear out some spectrum for use by data, or else share the voice spectrum. Either way, they are reducing the availability of their voice channels, which cuts into revenue.

Not so. First, the PCS providers are currently using nowhere near their full allotment of spectrum. Second HDR and 3g technologies are twice as efficient per hertz. Third, even if they were out of spectrum and needed to 'make room', they could just install more basestations. Admittedly this is more costly that just slapping in a new card and using left-over spectrum, but there is no reason to give up on current voice traffic revenues.

Clark

PS Note that I agree with the overall theme of the post - that there is a chicken and egg problem with wireless data - but not the specifics.



To: John Hauser who wrote (63294)2/13/2001 11:06:33 AM
From: marginmike  Respond to of 152472
 
Hey John you living in the poor house yet? I told you MCOM was vapouware. Maybee you should take this as a lesson not to go spewing your lack of IQ on different message boards about technology you obviosly dont understand. My wife thanks you for her new car, MCOM shareholders paid for it. If you want to buy some MORE MCOM I think I still have to cover a few thousand shares to cover.