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

To: w molloy who wrote (8828)	3/20/2001 2:06:18 PM
From: Eric L	Respond to of 196537

re: QCOM at CTIA << MSM6xxx Roadmap Comments? >> Looks like a PDG roadmap to me ... and time frames look reasonable. I suspect that "SpinCo" will be first to market with both a CDMA/GSM/GPRS chipset and a W-CDMA/1x/GSM/GPRS chipset .... at least as single chip solutions. What are your observations? >> Qualcomm Rolls Out Mobile Modems, Asia Deal By Kristy Bassuener Wireless Week March 20, 2001 Qualcomm began the first day of CTIA's Wireless 2001 with a news assault, launching products and announcing deals. Overarching the barrage of announcements is a study commissioned from International Data Corp., showing that consumers want multimedia services now. To accommodate, the San Diego-based company announced infrastructure, development and CDMA launches to get the ball rolling. The CDMA evangelist today rolls out its new Mobile Station Modem 6xxx family of integrated circuits and system software for the support of third-generation wireless, global roaming and other advanced services. All of the MSM 6xxx products feature radioOne direct RF-to-baseband conversion technology, cutting the number of radio components needed in half, the company says. Next, Qualcomm announced its partnership with Korea Telecom Freetel to commercially launch wireless services via cdma2000 1xEV by second quarter 2002. The 1xEV platform supports peak data rates up to 2.4 megabytes per second in a 1.25 MHz frequency channel and is compatible with both cdmaOne and cdma2000 networks, a company statement says. Qualcomm's new Binary Runtime Environment for Wireless -- dubbed BREW -- also received a boost today with an additional 20 software developers and device manufacturers signing up to support the applications environment, an open standard platform for the development of advanced wireless services. The company's stock jumped close to 16 percent late Monday, in part on speculation that CEO Irwin Jacobs will reaffirm Qualcomm's upbeat Q1 forecasts in a news conference scheduled today at 5:30 p.m. EST at the Sands Expo and Convention Center in Las Vegas. Today at 11 a.m. EST, Qualcomm shares were down less than 2 percent to $57.06. << - Eric -

To: w molloy who wrote (8828)	3/20/2001 2:36:50 PM
From: carranza2	Respond to of 196537

Oh, yes, I have a few comments. Don't know how true to reality my comments might be, but here goes anyway. The Q's lineup for WCDMA, GSM, and GPRS chipsets are for the most part all due out for sampling in 2003, exact time frame vague. However,the Q's CDMA2000 stuff, with all the bells and whistles, will be out substantially earlier. I think Q may be deliberately giving the Cabal a dose of its own medicine. If no other manufacturers are able to come up with workable WCDMA chips within the appropriate time frame, well, let's say that the Q is in no rush to help. Perhaps Q's Chinese effort is the key to bringing down the European castle's walls. The Q may be doing WCDMA, GPRS, and GSM overlays as a concession to keep the Chinese happy. If the Q designs a GSM overlay for the Chinese, the gig will be up as the Euro carriers will demand it. The game might be more subtle than the Euros can comprehend. The financial imperatives (there will undoubtedly be many strapped European carriers and manufacturers) could, within the term of a year, result in defections and the breaching of the hitherto unbreachable European fortress.

To: w molloy who wrote (8828)	3/20/2001 5:30:42 PM
From: Eric L	Respond to of 196537

re: Selectable Mode Vocoder (SMV) New on CDG site: cdg.org "allows carriers to trade off quality for capacity". >> SMV Call-in Demo Call 858-651-5077 for the SMV vs. EVRC comparison demo. A main menu provides you with the options of doing the comparison under the following conditions #1: no background noise, no channel impairments (clean) #2: 3% FER #3: 10 dB SNR street noise (harsh background noise condition) At any time you can change conditions by hitting keys #1, #2, #3 (you can skip through the voice prompts) The voice prompt in the submenu would prompt you to switch between the different coding modes of SMV and EVRC by pressing key 0: SMV Mode-0 Better quality than EVRC (ADR for active speech: 7.98 kbps) key 1: SMV Mode-1 (34% capacity gain) (ADR for active speech: 5.82 kbps) key 2: SMV Mode-2 (61% capacity gain) (ADR for active speech: 4.50 kbps) key 3: SMV Mode-3 (75% capacity gain) (ADR for active speech: 3.95 kbps) key 4: SMV half-rate max (for coverage or power limited system conditions) (ADR for active speech: 4 kbps) key 7: Input Source Material (useful for the background noise test comparison #3) key 8: EVRC (ADR for active speech: 7.98 kbps) key 9: EVRC half-rate max (ADR for active speech: 4 kbps) (you can skip through the voice prompts and get right to what you want to listen to by pressing that key, the keys are always active; you can switch conditions at any time) NOTE: you can always get out of a condition by pressing #; that will return you to the main menu Interesting comparisons: 1.) Capacity Gains: Compare the various reduced rate modes of SMV (1,2, and 3) to EVRC (8) and see if you can distinguish the quality loss against the system gains 2.) Technology improvements: Compare quality differences of the 1/2 rate encoder for SMV vs. the 1/2 rate encoder for EVRC 3.) Quality Gains: Compare SMV mode 0 to EVRC (Differences in noise (#3) are the most noticeable, use key 7 in noise to listen to noisy source material) << - Eric -