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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (111615)	1/25/2002 10:39:01 AM
From: qveauriche	Respond to of 152472

Good point. Erosion in CDMAOne mkt share won't easily convert into erosion of 1X, or even WCDMA, mkt share

To: carranza2 who wrote (111615)	1/25/2002 10:39:44 AM
From: slacker711	Read Replies (1) \| Respond to of 152472

Dr. J predicted long ago that Q would be unable to keep the kind of market share for CDMAOne ASICs which it had historically held. True...but they managed to fend off the competition for long after he first said this. I'm hoping that they will be able to do this again when the 1x handsets start being demanded by carriers. The question will be the timing (and price) of Nokia's 1x handsets... It's happening now. No big deal. It sort of is....at least for this year's earnings growth. Long-term, most of Q's earnings growth depends on the timing and success of W-CDMA. Slacker

To: carranza2 who wrote (111615)	1/25/2002 10:50:42 AM
From: Keith Feral	Read Replies (1) \| Respond to of 152472

The SOMA Network story mentioned by Gilder is fascinating. They have pcs, mmds, wcs, and 3.5 GHz spectrum to run fixed wireless applications (WLL) at 12 MBPS. The most fascinating part of the story is that they will be using a WCDMA approach since they don't have to worry about mobility. I think it would be amazing if Sprint FON started to use their MMDS spectrum for a WCDMA WLL network to deliver broadband wireless, quality voice services, and value added telemetry services. Wouldn't it be ironic as hell if Sprint were the first company in the US with CDMA2000 1XEV for mobility and WCDMA for WLL broadband internet, voice, and other services? Consider the potential for a 3G network that integrates CDMA2000 1XEV mobility with WCDMA WLL fixed 3G platform. The introduction of SomaPorts into residential or small business offices connects directly to a local Network Port Manager that covers a 3 to 5 mile radius and connects thousands of potential users without laying last mile fiber to the residence. This would create instant wireless broadband accross the country.