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

To: Clarksterh who wrote (2014)	1/23/2000 4:45:00 PM
From: Gus	Read Replies (1) \| Respond to of 3376

You totally missed the point that MCOM is in control of its own destiny and can co-exist with whichever format wins: CDMA2000 or WCDMA. What does this have to do with Qualcomm and HDR? Satellite services will never compete with terrestrial services where terrestrial services are available Haven't you been keeping up on the way satellite voice/data is going to be integrated with terrestrial wireline and wireless networks? Start with MIT's Oxygen to get a broader viewpoint. 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. Even if that were true, there still will be no ASIC business for QCOM. QCOM continues to win the PR battle but it continues to lose the sales war. DAILY. Over 500,000 handsets are sold daily. Each one that goes to the GSM/TDMA camp follows the upgrade path to WCDMA. This should be simple enough to understand. but Qualcomm is not sitting still Right now QCOM has to keep the South Koreans happy since South Korea is, what 50-60%, of the market. Then there are the 10 utility patents in the case against Motorola. At the end of the day, it is the manufacturers and the carriers who decide what technology to adopt. Hasn't it ever occured to you that perhaps, just perhaps, fewer companies want to work with QCOM unless they come to terms with the ITU and the 3G Patent Platform since the realization is starting to hit more and more people that increasing the global telecommunications pie is a priority in order to mitigate the cost of technology and the effects of deregulation.