Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: engineer who wrote (11405)	6/7/2001 1:00:25 PM
From: Eric L	Read Replies (4) \| Respond to of 196686

engineer, << So go ahead and BORE me on your long tirade on how you want ONE number for something which can't be answered that way. >> << The answer is that it can go 144k bps if you have the channels available. If your in some outlying area of Seoul, then you could perhaps get all 8 channels and do 144k, if your downtown at Southgate at 5:00 PM in teh traffic, then perhaps only 14.4k. >> That is hardly new news, and you are not telling anybody on this particular thread, anything they do not already know. That is pretty much what the slide I referenced from Mckinsey says (using 1xEV-DO rather than 1xRTT phase 0 as an example) ... is it not, or perhaps if if it is not perhaps you could critique or expand upon the Qualcomm supplied information. The issue here, becomes how expectations are set - vendor to carrier - carrier to customer - industry to analysts - analysts to investors. This issue impacts on those of us who invest in wireless ... because not every investor is privy to your industry knowledge. This of course leads to a reaction, and of late a negative one, that 3G has been hyped out of proportion to its capabilities. It is like duh ... 1xEV-DV doesn't really deliver 2.4 Mbps and duh ... it's really going to cost more than 2 pence to download a U2 tune. Wireless data takeup is of course potentially also impacted, if expectations are set for consumers, that are not met, and this in turn affects the value of our Qualcomm investment going forward. BTW: SI provides an instant cure for boredom. The function is called "Ignore". Best. - Eric -

To: engineer who wrote (11405)	6/7/2001 1:30:43 PM
From: w molloy	Read Replies (2) \| Respond to of 196686

Wireless Data Technologies compared.... metricom.com

To: engineer who wrote (11405)	6/7/2001 1:56:31 PM
From: Keith Feral	Read Replies (1) \| Respond to of 196686

Engineer: This criticism of data throughput is an annoyance. If people don't like it because it's not perfect, wait until they see GPRS products. Let's see how much people like GPRS phones. <g> I don't think that PCS is going to drop the whole roadmap to 3G because they can't maintain ONE data rate to all users at all times. <g> Apart from the R & D at this point, however, there is a frustration that no commercial resources have been released in the US for 3G CDMA. Think about people waiting around for WCDMA in 2004 - they are going to go beserk!! The lack of commercial visibility in the US is beginning to change rapidly. As PCS and VZ become the first 2 CDMA companies in the US with approved 3G networks by the end of the year, the non chalant attitude toward wireless data is going to change dramatically. People need to understand that CDMA/GPS solutions will completely change the level of expectations for communications & information services. Like it or not, here it comes!! We are at the crossroad where FUD no longer matters because the 3G upgrades are going to take place - once and for all. CDMA, TDMA, GSM, iDEN, CPQ laptops, pda's, WingCast - all the stars are beginning to line up for the delivery of the Internet to any moving person or device. Even the pc industry is starting to take notice now that 3G CDMA wireless LAN's will be a prerequisite for corporate networks.