Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Labrador who wrote (402)	7/7/2000 5:25:52 PM
From: Art Bechhoefer	Respond to of 197610

I'm sure there are many on this or the "500" thread who are able to answer this question better, and who have, in fact, explained these issues quite well. I would simply summarize some key factors. 1. Performance Efficiency. CDMA2000 uses the spectrum more efficiently, permitting more data access at a given time than WCDMA. Permits data access at much higher baud rates than WCDMA. 2. Economy. Compatible with existing CDMAOne (2g) systems, and requires fewer base stations and lower cost upgrades for each base station now used for CDMAOne. 3. Compatibility. Seamless transition, allowing existing CDMA handsets to be used in CDMA2000, though without all the data access capabilities. No less compatible for GSM systems than the proposed WCDMA upgrade. 4. Availability. Can and probably will be installed and operating in some current CDMA areas by the end of this year or early 2001. No definite timetable when WCDMA will be available. WCDMA proponents counter that GSM upgrades, including UMTS, will do the job for now, even if the job isn't as fast or as cheap as what could be done with CDMA2000. 5. Competition and Politics. The companies favoring a switch to some form of WCDMA represent market values more than 70 times that of QUALCOMM (especially if you include the muscle behind NTT DoCoMo). This kind of pressure is hard to counter, especially when many nations consider it a matter of pride to stick with a system based on European rather than American designs. In fact, the issue of corporate economic and political muscle is the only factor I can identify weighing against QUALCOMM and its CDMA2000 system.

To: Labrador who wrote (402)	7/7/2000 7:06:17 PM
From: cfoe	Read Replies (4) \| Respond to of 197610

Can you comment on the technical merits of WCDMA vs. CDMA2000? I will add to Art's answer to you the following. According to the President of Lucent's Wireless Division W-CDMA does not work yet, at least not as it is intended. According to him the voice part works, but the data part does not. Without the data part, it does not work. Also, it may be that DoCoMo intends to deploy a make shift, partially functional W-CDMA next may so that they can say, see we are deploying on time. I must assume these voice/data problems were why QCOM's brain trust came up with HDR, separating voice and data. What I cannot answer and would like to know is how does 1x/HDR differ from CDMA2000?