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

To: slacker711 who wrote (11152)	5/30/2001 8:20:32 PM
From: Quincy	Respond to of 197217

CDMA is CDMA. Once everyone replaces older circuit-switched GSM equipment for GPRS with VoIP, you can deploy UMTS by adding baseband, RF, PA, new spectrum license, and a new antenna. UMTS can't be deployed for uniform coverage without adding sites. UMTS coverage is smaller. TDMA at 900 and 1800mhz has greater coverage than 2.1-2.5ghz. Don't make uniform coverage promises, rely on roaming on GSM/GPRS and you can still reuse sites. Or, hope that UMTS deployment is cheap enough to simply double up on site density to fill gaps. All I can say is, start renting those (expensivel) T1/E1 lines in bulk to hook the transceivers together. MSM3000 is Q's transition from Intel to ARM processor core. 76/86kbps IS95B data. MSM5000 is based on 3000. MSM3100 supports USB, R-UIM and RFR/RFT3100 (fewer parts). MSM5105 is based on the 3100 core. MSM3300 supports USB, RUIM, Bluetooth, MP3, MIDI/CMX, MMC, and GPS. MSM5100 is based on 3300 core with peak 307kbps forward link. RFR3300 adds the GPS IF path. IFR3000 and RFT3100 are common between 3100, 3300, 5105 and 5100 designs. cdmatech.com

To: slacker711 who wrote (11152)	5/30/2001 9:07:36 PM
From: slacker711	Respond to of 197217

COM DEV announced results today and discussed M/ERGY (they have to change the name) during the conference call.... - Alpha trials are currently on-going with Alpine PCS. They have demonstrated 2.4Mbps data rates....and yesterday conducted a successful trial in a vehicle travelling 60mph (though I doubt the data rate was 2.4Mbps). - On track for beta trials beginning in the fourth quarter. They are close to signing with a second carrier for additional trials. - Early '02 launch is still on track.... I think we are going to need compines like COM DEV to prove out the wireless broadband market. COM DEV seems a little bit like LEAP....we need them to push the incumbents (PCS/Verizon) to utilize the various advantages that CDMA provides. Slacker

To: slacker711 who wrote (11152)	5/31/2001 1:35:14 AM
From: puzzlecraft	Respond to of 197217

What I meant by "one to watch" was seeing whether or AWE can really get a working (and profitable) GPRS network built via NOK.... there was no way this AT&T related entity would go with CDMA after AT&T's head had said AT&T would "never" go with CDMA, last year.

To: slacker711 who wrote (11152)	5/31/2001 9:15:15 AM
From: Art Bechhoefer	Read Replies (2) \| Respond to of 197217

Slacker, AWE's purported move from TDMA to UMTS is probably a long way off. What has been neglected in the discussion is the impact of the parent AT&T spinning off AWE, and that includes spinning off all the debt related to AWE. The sheer size of the debt means that it will be difficult to upgrade services to 3G and still charge rates that will be competitive with the performance/cost advantages of Sprint PCS, Verizon, and several smaller CDMA service providers, including LEAP Wireless. I think one key factor that many people are missing is the effect of debt service costs on near term expansion of AWE services. It is likely that AWE will simply maintain its relatively slow, inefficient voice services, with relatively slow and limited data access for the next two or three years at least. Meanwhile, the Deutsche Telecom takeover of VoiceStream will lead to equally large debt problems, and equally slow upgrades to 3G. The bottom line is that Sprint PCS, Verizon, and the other CDMAOne service providers have the most efficient system and the lowest cost upgrades to 3G. Competition (in the U.S. at least) will make the big difference, with both AWE and VoiceStream and other TDMA/GSM service providers eventually losing business or being forced into expensive, debt producing upgrades. QUALCOMM shareholders should look forward to the gains from chip sales and royalties from the operations of existing CDMA systems in the U.S. and overseas. Too much worry about whether the non-CDMA service providers will adopt some form of CDMA, and when, is resulting in nothing more than . . . too much worry. Analysts are downgrading QUALCOMM along with other telecom equipment companies simply because they do not differentiate between the future costs for CDMA providers, compared with TDMA/GSM. They see the overall situation through the eyes of GSM companies, and because of that are unable to identify any advantages of the present situation in favor of QUALCOMM. Art Bechhoefer