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: gdichaz who wrote (768)	7/12/2000 8:43:13 PM
From: foundation	Read Replies (2) \| Respond to of 197675

Whatever the definitional fog, the clear point is that many of us will have more than one gizmo using CDMA/HDR - our phone, our vaious handhelds, our laptop, our PC, and on and on and on. One person, many "gizmos" to count. ---------- Chaz - How many different applications will GE (and other consumer and industrial products manufacturers) develop for always-on wireless connectivity? More than I have fingers and toes. regards, blg

To: gdichaz who wrote (768)	7/13/2000 10:17:14 AM
From: Art Bechhoefer	Respond to of 197675

Chaz, I didn't want to give the impression that each potential subscriber would have only one phone or appliance. They may have several. The key here is (1) the number of potential subscribers and (2) the TIME consumed using the service over a given period. If the users have more than one appliance, it stands to reason that the use of the service in minutes per month, or some similar measurement, will increase dramatically. As CDMA makes it possible to do more things with wireless at less cost, one may infer that a CDMA system will likely be more profitable for the service provider than a competing GSM or TDMA system. That's why the only conclusion one can draw is that CDMA will eventually replace every other system, and probably will replace the others soon enough for QCOM to profit greatly from the remaining years its patents are valid. Art