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Technology Stocks : George Gilder - Forbes ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Wyätt Gwyön who wrote (4477)	6/8/2000 12:06:00 AM
From: w molloy	Respond to of 5853

Longer response by GG (allegedly)to 'Wireless Watch On Being Gildered' date: 6/7/00 12:32:09 AM (courtesy of Idler on the QCOM 500 thread) Gee, whiz. After eight years of being described as the vendor of a Qualcomm securities scam in violation of the laws of physics, now I am extreme and hyperbolic for pointing out the flaws in TDMA. The next post describes the rollout of CDMA2000 in Korea at the end of this year. TDMA EDGE is at least two years behind and five times slower. It will not happen. My critic implies that the Qualcomm advantage is small. It is large and growing larger. Perhaps the Japanese will manage to concoct a competitive version of WCDMA before Qualcomm does. We will see. But the power efficiency, capacity, and bursty data capabilities of the CDMA side will become increasingly evident in both mobile and wireless local loop applications. LEAP wireless has interesting plans to demonstrate the superiority of CDMA in wireless local loop. In Chatanooga, the company has already taken over 7 percent of the fixed local loop market with a $30 per month all you can use product that also can be employed as a mobile. The local loop is where the capacity limitations of the ATT system will be most crippling. GSM does have huge volumes and will be an important force. But GSM is not going to pursue EDGE in the face of a Qualcomm demonstration of a fivefold more powerful system, available earlier. As for AWE, it just has a huge marketing budget and a lot of ad hominem arguments. It will not prevail. --GG