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To: Seeker of Truth who wrote (25932)	6/6/2000 5:51:00 PM
From: compounder	Respond to of 54805

As an investor in Veritas Software you must understand how important data is. Having it available and reliable is what Veritas is all about. Qualcomm is also about having data available and reliable wirelessly. I realize this is a little simplistic but for developed countries this type of tech is very important. I do believe you are correct in that third world countries will not need this technology. I do not believe that China wants to maintain a third world technological infrastructure.

To: Seeker of Truth who wrote (25932)	6/6/2000 5:52:00 PM
From: gdichaz	Respond to of 54805

Malcolm: Since we are learning that perceptions matter in our world more than substance - at least in the short term -your point about the world outside North America yawning about "data" is probably valid. But the fun part is what is data? The wireless data that Qualcomm can offer while mobile includes digital sound, games, connections to the internet and then on to the wide world of "stuff". Data as such is boring and not of much interest, but think about what is rapidly becoming "digital" - and digital is data. HDR is the most practical means of moving that using wireless. The second advantage of using wireless is that in most of the world, the wires just are not there or are very difficult to tap into (and expensive to do so). Fixed wireless will be important for sure and CDMA is not necessary for that - but can be used for it. If you can use the same wireless system for both fixed and mobile voice and data, why not? Many efficiencies in that. Will be most interesting to see. Best. Cha2

To: Seeker of Truth who wrote (25932)	6/6/2000 6:06:00 PM
From: Michael Kimmel	Read Replies (2) \| Respond to of 54805

OK - I'll take a stab at the wireless data issue. First of all, I think it's pretty safe to say that technological innovation is a product, mainly, of the United States. I think that the wireless infrastructure that we currently see in Europe was brought about not because "want" but because of "need". Efforts in the United States were not so developed, because up until now, there really hasn't been a high need. Like, Europe, we also have an extensive wired network, and so far, it has served us well...maybe too well from the wireless perspective. However, I've seen wireless data transfer, and it is very popular where it has been implemented. I don't think that many in Europe or Japan have seen it - unless - they're connected to a company based here. My gut feel, for whatever that's worth, is that the United States sleeping giant is waking up...and will once again take the lead in technological innovation, this time, as it pertains to wireless. And, once again, the world will see what it likes, and will follow. Perhaps Europe and Japan don't see the opportunity - or just plain don't have the desire or skills to promote innovation. Remember that less than two years ago, just about nobody except QCOM thought that CDMA was possible. Well, it is. And these same companies/interests would now like us to believe that they are now not only able to build CDMA, they can build a superior flavor. The facts, to date, state otherwise. Yes, China is technologically backward. Given that, why is it that their desire to produce their own flavor of CDMA is seen as so viable? Why is it that people are so willing to believe the W-CDMA claims from Europe? How is it that a news agency such as Reuters gets away with publishing such an obviously biased opinion. They're not publishing news - they're publishing opinion, and they also appear to be getting their facts wrong. Let's assume that China has some smarts. Let's say that they might be interested in not only using, but exporting CDMA equipment. Why would they choose to go with a solution that wasn't brought about by the technological innovator? We're going to have HDR in 1/2 year. I think it's going to be a wake-up call. If I remember correctly, it was HDR that sent QCOM's share price rocketing - not any prospect of business in China.

To: Seeker of Truth who wrote (25932)	6/7/2000 7:51:00 AM
From: edamo	Read Replies (3) \| Respond to of 54805

malcolm..."why is high speed data transfer without wires important to americans..." perhaps the better question is: "why do american investors perceive that high speed wireless data transfer is important to non americans?" it's a big world, americans always believe "their way" is "the only way".....this has been proven by the poor record of the usa as an exporting nation....instead of the japanese philosophy of "give to the market what they demand", the usa offers to the market what they produce. fortunately the usa consumer market is large enough to absorb the ongoing international trade faux pas. china is a "non-event"....usa companies have been excited since the nixon era of offering product to +1bil peoples....so far, a very poor export market... back to your original question....it's about "perception"...and if you are myopic, your "world vision" isn't always clear......the best technology, isn't always the "in place" technology.....why fix it(europe/world wireless systems), if they ain't broke? best regards..ed.a.