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

To: quidditch who wrote (7454)	3/11/2000 8:36:00 PM
From: gdichaz	Respond to of 13582

Steven: Thanks. (Those who find this too brief can skip). Chaz

To: quidditch who wrote (7454)	3/11/2000 9:28:00 PM
From: vc21	Respond to of 13582

Another note of the fix being in is Audiovox. Stock showed some superior weakness Friday. Could this be related to Nokia moving into CDMA in a bigger way? Time will tell. VC

To: quidditch who wrote (7454)	3/12/2000 12:46:00 AM
From: Cooters	Respond to of 13582

Steve, <<Even if some may have thought that NOK's president said NOK was prepared to buy Q's ASICS (which he did not--and Irwin said at the meeting--NOK, not yet), there was no misunderstanding. THE FIX IS IN. As Sulpizio said, "we're gonna get you...">> Everyone has their opinion. Here's mine: NOK is not going to sell 1X handsets without Q's ASIC. Therefore, NOK buying ASICs from Q is almost a non-event. They won't be selling a competitive product. The marketplace will accept a NOK product with a Q 1x ASIC, or a competitor's product with a Q 1X ASIC. NOK's choice..... Coots

To: quidditch who wrote (7454)	3/12/2000 10:14:00 AM
From: kech	Read Replies (2) \| Respond to of 13582

Steve- Just a footnote to your review of the battle lines --it seems interesting that the lines have been drawn with Q and LU on one side and Mot and Nokia on the other. Couldn't this be because the current vertically integrated handset makers (backward integrated into ASICS) have the most to lose from the Q's current business model. (Q gets royalties and sells ASICS but not phone handsets. The rub is, as Gregg P. often said, a handset is just an ASIC wrapped in plastic.) Yes, Q sold handsets, presumably as a way to smoke the peace pipe with these two, but they clearly see it as an unstable peace. As they seem to know, if Q gets its way with 1xrtt and then HDR, it will secure their lead in ASICS and possibley force these guys out of the ASICS business. Lucent of course, has no such concerns, and sides with the Q. Why Nortel isn't also in the LU and Q camp is not clear to me. I guess they feel like Q is working more with Freetel for infrastructure rather than Nortel but I don't know why Nortel wouldn't have expressed an interest. Anyone see any reason why Nortel wouldn't support HDR? Maybe because Lucent is? This gets complicated.

To: quidditch who wrote (7454)	3/12/2000 11:56:00 AM
From: slacker711	Read Replies (2) \| Respond to of 13582

4. Viterbi said that 2.4 Mbps in a mobile environment had been achieved (this surprised me, as I thought the max. 2.4 Mbps rate was for fixed environment and that maximum mobile throughput was somewhat lower). Viterbi said that the challenge that Q's ASIC team was dealing with was attempting to maintain an AVERAGE 1Mbps rate in the face of throughput degradation factors such as numbers of users per cell and other factors. You've got to love the Q.....They never stand still. If I remember correctly the spec's that were listed just last November were for an average throughput of 600kbps. They are trying to improve this by 2/3 in about 4 months. I know that it is generally agreed that Nokia will HAVE to use 1xrtt chips....but how difficult is 1xrtt compared to IS-95A? Nokia has thus far been able to ignore CDMA due to the fact that GSM/TDMA is growing so fast. I dont see any signs of this slackening off this year.....the current projections call for something like 430m phones sold versus 270m last year. That overall growth rate is what allows them to offer the pitiful CDMA phones that they have.....it hasnt hurt them yet. I have to admit the possability exists that Nokia will be able to come up with a 1xrtt chip (equally pathetic to their IS-95 offerings) and use it as a face saving device. They may not be able to sell many phones.....but it doesnt look like that is their primary objective with CDMA anyway. The party-line is that they want to keep CDMA expertise in-house..... Slacker