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

To: Eric L who wrote (6589)	1/26/2001 3:40:03 PM
From: JohnG	Read Replies (1) \| Respond to of 196516

Eric. QCOM may have Radio One going by the time NOK gets 1X--if it ever does, leaving Q's licensees with a significant cost improvement. JohnG

To: Eric L who wrote (6589)	1/26/2001 3:52:18 PM
From: foundation	Read Replies (1) \| Respond to of 196516

"W-CDMA wise - certainly. If not, Jorma better fire all bloody 20,000 of those R&D types." << Will NOK ever be less than 1 full cdma technology generation behind? >> ---------- Why such confidence - aside from your vested interests? The 20,000 haven't exactly greased the runners for NOK's rudimentary cdma efforts to date.... ben

To: Eric L who wrote (6589)	1/26/2001 4:33:24 PM
From: gdichaz	Read Replies (1) \| Respond to of 196516

Eric L: Informative as always. A question re: "Customers won't be flocking in to buy 1xRTT handsets. This is not Asia. I'll be in a short line, and with the exception of you, me, and our threadmates, nobody will be specifying "QUALCOMM Inside" (which is really too bad)." Why? Or to put it a little more clearly, since the doubling of voice capacity (roughly) depends on both having the proper infrastructure for 1x in place by Verizon and having handsets which use 1x, won't Verizon wish to get that extra capacity in place and functioning asap? More to the point, since it appears that 1x phones will not be all that more expensive than CDMA One phones, why would Verizon not seed their customers with 1x capable phones which are backward compatible? Look forward to your view. Best as always. Chaz PS I for one will switch to a 1x phone as soon as it is made available from Verizon whether or not it can be used for 1x immediately in my geographical area.

To: Eric L who wrote (6589)	1/26/2001 6:09:57 PM
From: cfoe	Read Replies (1) \| Respond to of 196516

Eric - Always refreshing reading your views - not that I always like or agree with them <ggg>. One aspect of the debate about QCOM, NOK and 1X that I often find missing (even in your post) is this. While NOK is developing its 1X chips, QCOM will not be standing still. It will be continuing its research and development efforts for bore. So might not NOK's efforts look a bit like the horse trying to catch the carrot dangling in front of it which is hanging from a stick tied to its neck? And in response to your thought that demand for the extra capabilities will be slow to appear, I am more of a "supply-sider." That is, it might only take one killer app (for business and/or the consumer) to change the demand equation overnight. Just food for thinking.

To: Eric L who wrote (6589)	1/26/2001 8:56:11 PM
From: Kayaker	Respond to of 196516

Customers won't be flocking in to buy 1xRTT handsets. Maybe there isn't much need for 1xRTT handsets, but I would kill for affordable 1xRTT laptop access, and I would think other devices that take advantage of 1xRTT speed will become popular as well. On the subject of NOK doing 1xRTT chipsets, maybe they'll eventually figure it out, but will they ever be able to compete with all these QCOM whizzbang features? The MSM5100 incorporates QUALCOMM's Wireless Internet Launchpad suite, enabling a broad range of new terminal products, applications and Internet services, including the gpsOne™ position location solution and Bluetooth, as well as multimedia features such as Qtunes™ Moving Picture Experts Group (MPEG-1) Layer-3 (MP3) player software and Compact Media Extension (CMX™) Musical Instrument Digital Interface (MIDI)-based multimedia software. PS. Thanks for all your posts -- I don't know how you do it. IMHO they stimulate much thinking and critical evaluation.