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

To: data_rox who wrote (8649)	3/16/2001 7:42:21 AM
From: data_rox	Respond to of 197126

ADVISORY/QUALCOMM Holds Press Conference at CTIA Wireless 2001 ``CDMA: Changing Our World'' (BUSINESS WIRE)-- WHAT: QUALCOMM will provide an update on CDMA technology, products and developments. WHEN: Tuesday, March 20, 2001 2:30 p.m. - 3:00 p.m. PST WHERE: CTIA Wireless 2001 Sands Expo and Convention Center, Las Vegas Room 206, Hall G (next to Media Center) WHO: Dr. Irwin Mark Jacobs, chairman and CEO, QUALCOMM Incorporated LIVE WEBCAST: www.qualcomm.com/ctia2001 To listen to the audio webcast, you will need Real Player 7.0 or greater installed (available for free at www.real.com), or Windows Media Player (available for free at www.microsoft.com). A rebroadcast will be available approximately two hours following the conclusion of the event. -------------------------------------------------------------------------------- Contact: QUALCOMM Incorporated Christine Trimble, 858/651-3628 ctrimble@qualcomm.com or Patty Goodwin, 858/651-4127 pgoodwin@qualcomm.com biz.yahoo.com

To: data_rox who wrote (8649)	3/16/2001 2:05:32 PM
From: Maurice Winn	Respond to of 197126

The QUALCOMM white paper on the economics of wireless data is out by a factor of 2. They fail to allow for the importance of providing high-end users with 'always available' service and shifting demand to off-peak times. They can do that by offering Wacky Wireless based on the Motorola patent for dynamic pricing in real-time to control load in cellular systems. This system displays price on the subscriber handset which varies as a function of load and acts to dissuade a new user from connecting unless they are prepared to pay the displayed high price. QUALCOMM can halve the cost per megabyte to 1c instead of 2c by using Wacky Wireless, while providing those improved subscriber benefits such as always-available service, [which is different from always-on in case anyone's confused], a stable cell-size, cheaper average prices [but higher average profits]. Always-available service will be important - it is not fun to really, really, need to communicate and to get a busy signal for half an hour. An expensive 'sorry, we're busy' service will be dumped in preference for a cheaper Wacky Wireless service. In discussions at the presentation to analysts of that paper, Q! was unaware of that Motorola patent and the possibility of doubling capacity, providing always available service, a more constant cell-coverage area [cells 'breathe' or suffocate as they are loaded - by maintaining a constant load, coverage remains more constant], a lower average cost to subscribers and a much, much higher profit level to service providers, a much bigger consumer surplus and it probably cures warts too. For example, with a more constant cell size, fewer base stations would be needed. I hear they are now thinking about it. A BREW application could be installed on the handsets of people selecting such a cheaper, better, service. The BREW application would talk to the base station which would have a load-based price algorithm running for subscribers who wanted that service. Mqurice PS: Ben, [the one without the jamin], I was amused when you pointed out: <Then again, if speed doesn't matter, why do they keep advertising it as "High-speed Mobile Data Networks"? Rather ironic --- at least to one not versed in Eurospeak --- or is that wordspeak?> It's so great to read stuff like that from the GSM Guild [GG]. It's total confirmation that they really don't have a clue what to do and are clutching at straws and know that they are up the creek without a paddle. I hadn't noticed that glaring lack of logic. Good spotting. One day, the hot air will pour out of the VW-40 balloon faster than the dot.coms came back to earth, unfortunately taking everything with them on the Jon Koplik principle: "Yahoo! sucks = sell Q.com" which makes perfect sense despite lack of logic on first glance because people have several stocks in their mauled portfolio and they might choose to sell one that is holding up reasonably well rather than the one causing the disaster. The GG, GPRS, EDGE and W-CDMA are in big trouble and fortress Europe is starting to look like Germany in 1944 - being hemmed in all around. The end will come in a bunker somewhere as the GSM Nazis finally meet their end. The outposts of the GSM expansion have reached their zenith and inroads are starting all over. In Australia, New Zealand, South America, North America, Korea, China, Japan and even across southern Asia and into the Middle East and Eastern Europe, the CDMA forces are gathering increasing strength and defeating GSM. GSM has nowhere to go but into the annals of history. The GG held up well, but the shrinking has started [of market share].