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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (37203)	12/30/2000 5:15:17 PM
From: gingersreisse	Respond to of 54805

Cha2, QCOM's network... QCOM's investments are different than I expected. They suggest a future which may be less dependent on national phone systems and more data centered, classic 2.5G/3G. Whether it's enough to create a demand pull is unknown, but several have a fairly tight focus, but lack barriers to entry. Korea telecom has ordered 200,000 units of a GTran wireless PCMCIA modem with reported true 153 Kbps and low energy draw. QCOM owns 25% of Gtran. They're recruiting GPRS and GSM protocol stacking engineers and expect to have the capacity in autos by 2003. If they can deliver this as residential service, they've overcome the US last mile for both cable and phone. AirFiber delivers optical mesh networks for quick last mile solutions to buildings lacking high bandwidth, about 95% of commercial space in the US. They've demonstrated 622 Mbps and are targeting 1 Gbps. Nortel is a partner with QCOM in ownership. PacketVideo delivers MPEG4 (video and data) to PC and PDA. Recruiting CDMA and GPRS expertise. One of their clients is Visteon (Ford/Toyota). ICES integrates radio, downloads TV and video, music, security and location, voice, and also ties office schedulers/PDA. Their example shows a driver receiving a call, asking the scheduler what's open next week, updating the PDA, listening to e-mail and responding by voice, all in one onboard device. GM's OnStar system (Honda uses it in 2002) uses analog cellular, but its apps suggest a CDMA future if there's enough of a national footprint. With GPS and trip planner, traffic cam views, traffic alerts, engine condition updates remotely relayed to GM. My sense is QCOM post-Spinco will see more visibility for the ventures. I'd like to hope QCOM's future includes ICES or OnStar data and entertainment delivery systems. GSR