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


To: JMD who wrote (537)7/9/2000 9:47:34 PM
From: foundation  Read Replies (1) | Respond to of 197625
 
"If GSM can hop on the net with equal ease to CDMA doing the same, what's the whole jihad about? Why would anybody pay the Q zippy-do-dah? I must be dead wrong but it would be lovely to understand why. SM"

- Because they may all hop on, but their fundamental differences, their respective liabilities and assets remain at issue.

- Because the fastest (bandwidth) and most efficient (spectrum) prevails. No options remain.

regards,
blg



To: JMD who wrote (537)7/9/2000 11:01:04 PM
From: arun gera  Respond to of 197625
 
JMD:

AT&T and MCI want to get out of the long distance business. Long distance has no meaning if Voice over IP improves in quality. If Voice can be delivered over IP on your cell phone (voice is already being sent in digital format in the air interface), then it is not a cumbersome application as trying to make phone calls on your PC.

>>Why would anybody pay the Q zippy-do-dah?>>

Then, it becomes important who can provide the highest bandwidth at the lowest cost. CDMA wins.

Arun



To: JMD who wrote (537)7/9/2000 11:26:36 PM
From: samim anbarcioglu  Respond to of 197625
 
<<? If GSM can hop on the net with equal ease to CDMA doing the same, what's the whole jihad about? Why would anybody pay the Q zippy-do-dah?
I must be dead wrong but it would be lovely to understand why. SM >>

JMD,
Hopping on the net as you put it is not the issue at all, it is hopping on the air. It is the all about the air interface. TDMA and GSM, which is also utilizes Time Division Multiplexing (timeslots for each connection) as opposed to Code Division Multiple Access, where the advantage is. after that, you put the connections on the net or anywhere at all. The net is the transport aspect of the whole thing.
best regards,
sam a



To: JMD who wrote (537)7/9/2000 11:39:08 PM
From: FaultLine  Read Replies (1) | Respond to of 197625
 
if the radio standard is irrelevant, did the value of QCOM's IPR portfolio just get reduced to one approximating my own this year?

The internet replaces certain ground station networking equipment that normally moves the data/voice packets from place to place. The handset-to-ground station radio systems (MS or DS) will remain unchanged. Not to worry, Q's IP remains intact in this internet scenario.

Regards,
-tf