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To: Raymond Duray who wrote (10459)	2/19/2001 7:43:52 PM
From: jjeannie	Respond to of 13572

Hi Ray, thank you for your insight on wireless. I am currently holding some shares of TNSI, TGNT and ADAP, and thinking about getting out because of their poor performances. Here are some articles related to these stocks. I would appreciate it very much, if you could give me some opinion about these articles. ispworld.com wirelessweek.com Also, one of the article in RedHerring says that IBM invested in TNSI, which might help the stock price a bit(?), I don't know. redherring.com Thanks in advance, Jeannie

To: Raymond Duray who wrote (10459)	2/19/2001 7:56:42 PM
From: Sully-	Read Replies (1) \| Respond to of 13572

<wireless>.... won't ever achieve the advertised bandwidth......So, there is some dissembling going on with the promoters. Not QCOM. There will be no dissembling necessary from them IMVHO. You are correct that peak rates will likely never be achieved, & that's exactly what QCOM says too..... peak rates. QCOM's CDMA tech will be able to provide broadband wireless access to voice & data almost anywhere, anytime you want/need it. AND even their 2.5G wireless (CDMA2000 1x), coming soon to the US of A, will provide fully mobile access at peak rates of 153kps, then 307kps...... qualcomm.com Their CDMA2000 1xEV (HDR) will have a peak of 2.4 Meg's & their will be plenty of nodes providing @ 2.4mps in each station. qualcomm.com QCOM has stated that they will be able to provide sufficient bandwidth for carriers to compete with 'All you can eat' broadband access. qualcomm.com You are correct that as you increase the number of customers online, they will compete for the available bandwidth. That's no different than any other system wireless.... or wireline....... capacity will limit peak bandwidth across the number of concurrent users. BTW, QCOM & others are working on standards for upgrades to HDR to increase the peak rates considerably (a several fold increase)....... 1x is here & now & works...... HDR has been successfully tested & will be commercialized soon...... if the upgrades to HDR are successful, carriers will be quite competitive with wireline broadband...... AND wireless will be the only mobile solution...... untethered access.... anywhere..... anytime. The whole GSCO presentation starts here...... It's very informative IMO..... qualcomm.com I tried to find a link to another presentation that gets more into capacity capabilities & timelines for commercialization of CDMA 1x & 1x EV, but was unable. In any event, I've followed QCOM long enough to believe their accomplishments & forecasts for CDMA tech going forward..... they seem to be contrary to your view of wireless. FWIW, if you believe CDMA 2.5 & 3G won't deliver as forecast, I must respectfully disagree. Ö¿Ö