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

To: mightylakers who wrote (11071)	5/29/2001 7:14:16 PM
From: Eric L	Respond to of 196723

Lakers, re: QUALCOMM and MSM5000/MSM5105/MSM5100 chipsets in Korea << Are they expecting 5105 to have average speed of 144kbps >> NO! ABSOLUTELY NOT. Are you? I am not. I never did. They are expecting to deliver AOD/VOD capability, which is NOT strictly dependent on raw speed. If you have read the Korean press through this ... They are expecting to be able to deliver satisfactory AOD/VOD capabilities (in conjunction with PacketVideo server software) to differentiate the new packet data service (up to 144 kbps peak) from the old ( packet data at 64 kbps peak). to justify the increased cost of handsets. Well guess what ... QUALCOMM abruptly and mysteriously substituted the MSM5105 into the lineup last September. They then had the balls to call sampling of that sucker "on time" while shifting the MSN5100 to the right on the roadmap. Then they sampled the MSM5100 4 months late and called it "on time". QUALCOMM is my largest portfolio holding. I'm p***. What am I missing? << it seems to me convolution code is the only coding/decoding scheme that 5105 supports from 5105 spec sheet >> Perhaps. This is not about "convolution code" Carriers expected a bottom line. According to 3 articles out of Korea we have recently seen, they did not get it. End results is what it us all about when a carrier (SKT) and a vendor (Samsung) puts their a on the line to promote a first to market advantage for QUALCOMM & CDG. - Eric -