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

To: Martin Atogho who wrote (7809)	3/22/2000 9:33:00 AM
From: Eric Martin	Read Replies (1) \| Respond to of 13582

It is very likely that within a year QCOM will be announcing and/or releasing a new version of 1x chips (3x?) that will be considerably faster than the announced 307Kb/sec. This gives wireless providers two options. If demand for data usage has taken off, providers can afford to dedicate a whole 1.25MHz carrier to data. I trust that the choice of the HDR scheme by QCOM was based on a reduction of call overhead that will in practice provide more total throughput of data than a mixed voice and data solution. My major concern is that voice over IP will end up being a more efficient solution for higher capacity mixed voice and data wireless networks. This could make HDR obsolete as a separate solution. When does the speed become high enough to reduce the maximum latency to level that is tolerable for voice traffic (< 0.1 secs)? I have heard that some corporations that have tried to mix VOIP and data over T1 links have been dissatisfied and gone back to analog. Is VOIP ready for prime time? Another possibility is that 1Xtreme is based on some kind of assumptions about better compression algorithms. IMHO QCOM is in the forefront of compression and will deliver the best available.

To: Martin Atogho who wrote (7809)	3/22/2000 10:38:00 AM
From: engineer	Read Replies (2) \| Respond to of 13582

No, what it really says is NOK "I can't understand CDMA, so I'm going to try to get everyone to go with my brand of WCDMA, since it is the only one I can comprehend, besides it buys me another 3 years in the market as my engineers have told me that they promise to be done in another 3 years with the chip". Mot as usual is playing both sides aginst the middle, which is how they got burned in CDMA in the first place. Remember all the GMs who got the boot about 2 years ago for not getting CDMA right?