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Technology Stocks : METRICOM - Wireless Data Communications -- Ignore unavailable to you. Want to Upgrade?

To: Sherman Chen who wrote (2532)	11/11/2000 2:04:04 PM
From: Caxton Rhodes	Read Replies (4) \| Respond to of 3376

Sherm- Who the heck is MCOM trying to fool, that presentation is full of lies and misleading statements. MCOMs competition will come primarily from HDR deployment which is data only at megabit speeds. Realistically ave throughput for users should be a MINIMUM of 700 kbs (i'm being nice here) MCOM appears pretty slimey and dihonest. for example: 1. "While driving around the City Center, [1xRTT] averaged about 28.8 kbps, twice as fast as the deployed CDMA network, but far lower than the 144 kbps theoretical usable maximum. " Where was this? That is not what the Nortel, Sprint and Korea tests have shown. Plus this is data and voice in a channel and is not HDR which is what the real competition will be to MCOM. As far as driving around and not being stationary, what are MCOM's number for driving around? They aren't talked about. 2. "Irwin Jacobs, Qualcomm's founder, chairman and chief executive. “There have been optimistic statements that [3G] will begin in 2001, but really it will be 2003 before you'll see interesting numbers.”3 This statement by IJ was in reference to Japan's WCDMA deployment not 1X or HDR. MCOM doing a little misleading here or what? 1X deployment is happening now. The 144kbs goes to 300 kbs 1 year later, and that is on combined voice and data channels. 3. Slide 14 is total bullshit, it has the GPRS numbers, not the 1X numbers. The HDR nubers are completely wrong. Want to see real numbers that MCOM will have to compete with? The presentation below shows the overwhelming advantages of q's 1x and hdr over gsm/gprs/edge/wcdma. It does not address MCOMs services but you can see the numbers MCOM will be competing with for data rates. I suggest everyone go though the entire audio version simultaneously with the presentation. But if you want to get TO THE MOST IMPORTANT FACTS IMMEDIATELY, DO THIS: Go to page 15 of the presentation: qualcomm.com and to minute 31:45 in the audio for the explanation. qualcomm.com HDR deployment will start in the 2nd half of 2001 with major deployment in 2002. We'll see waht happens then. MCOM is toast. Sorry for the negative post but NOTHING HAS BEEN DEBUNKED AS FAR AS 1X OR HDR. Caxton