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To: Jon Koplik who wrote (103686)	9/4/2001 8:53:42 PM
From: Maurice Winn	Respond to of 152472

< Motorola Inc. has developed a new type of semiconductor that it said will cut the cost of manufacturing cellphones, fiber optics and other electronics. Analysts heralded the new chip as a breakthrough because it will enable relatively inexpensive semiconductors to process high speeds. Previously, products that demanded fast semiconductors had to use a lot of expensive materials. The new chips will also allow one chip to handle more functions. "It will reduce the number of parts in a handset," said Richard Cunningham, a senior analyst at research firm Cahners In-Stat Group. "There could be substantial cost savings." > One of the continual stream of technological developments, all of which make CDMA increasingly desirable [because the costs go down and the functionality goes up]. Note, most importantly, that Globalstar is a primary beneficiary of this process [because their costs are so high and phones so cumbersome and functionality so low]. As these costs reduce and the functionality improves, the cost of the air interface becomes an increasingly dominant part of the cellphone business. Because CDMA has all the advantage [other than OFDM for data] over GSM, TDMA, PHS etc, the pressure on service providers to provide CDMA air interfaces will increase. Mq