Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : METRICOM - Wireless Data Communications -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (2012)	1/23/2000 9:07:00 AM
From: Jon Koplik	Read Replies (2) \| Respond to of 3376

Bro - buy your Metricom, sell short some Qualcomm, and we'll talk in a year or two. Deal ? Jon.

To: Gus who wrote (2012)	1/23/2000 11:41:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 3376

Gus - The most successful commercial satellite operator, Hughes/Boeing, is ETDMA (enhanced TDMA) with unique wireless data/voice options once it starts replacing those satellites which have created a pay-TV satellite industry that currently has 12-13% of the pay-tv market. What does this have to do with Qualcomm and HDR? Satellite services will never compete with terrestrial services where terrestrial services are available. The number one Japanese wireless operator, NTT DoCoMo is going straight from PDC to 3g WCDMA early next year. No WCDMA Asic business for QCOM. I'll bet you a whole lot of money that W-CDMA does not show up in Japan until substantially later than 2001. There isn't even an agreed upon worldwide standard yet. There are other companies with competing CDMA IPRs, but at the end of the day, it is the manufacturers and the carriers who choose their upgrade path, not QCOM. Odds favor WCDMA over CDMA2000. The companies with the most interest in going to W-CDMA are the ones with the least experience in mobile cell CDMA (Ericsson, Nokia, NTT, ...). From a technology standpoint W-CDMA is moving pretty slowly. And in addition, the companies cannot seem to reach agreement on a standard. W-CDMA really does not look all that healthy. I have no doubt that eventually they can work through all of these problems, but Qualcomm is not sitting still. Clark