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

To: Kayaker who wrote (114322)	2/25/2002 4:05:02 PM
From: S100	Respond to of 152472

Meeks seems to be the featured one on CNNFN for several hours today. Better than the CNBC 30 second attention span method. By the time I note someone on there, they are already gone. Have both running (on different TVs) if I am inside. --- Qualcomm (QCOM ): Still 5 STARS (buy) Analyst: Ari Bensinger Communications systems company Qualcomm reaffirmed its second quarter earnings guidance of $0.20 a share. MSM phone chipset volumes are tracking at the high end of previous 13-14 mln. unit estimate. And high-margin CDMA 1X chipsets are expected to be 1 million higher than originally forecast. Analyst Ari Bensinger says the data indicate solid momentum in build out of next generation networks. With its CDMA technology used for both W-CDMA and CDMA2000 3G standards, Qualcomm is best positioned to benefit from inevitable transition to broadband wireless networks. With price to earnings ration 1.3 times long-term growth rate, based on Bensinger's $0.93 a share firscal year 2002 (September) estimate, the company is trading below its peers. Bensinger calls it attractive. businessweek.com ---- 3G: not ready and not needed By Peter Williams [25-02-2002] Experts negative about services at 3GSM World Congress There is little immediate need for third-generation (3G) mobile networks and still lots of technical hurdles to overcome, according to delegates at last week's 3GSM World Congress in Cannes. The news will be disappointing for those preparing to launch 3G networks this year as the companies will need large-scale migration to recoup huge investments. "Voice over IP [to be used in 3G] doesn't work yet because there is no way to prioritise packets when the pipe is full," said Tom Faulders, chief executive officer at wireless consultancy LCC. "IP version 6 [quality of service agreements] will allow this, but it isn't here yet." Faulders pointed out that the GPRS infrastructure now in place handles voice priority over data which avoids losing parts of telephone conversations. Voice will continue to travel over GSM and have priority over data when both arrive at the destination device at once. Dr Tomihisa Kamada, chief technology officer at Japanese i-Mode software developer Access, questioned the basic approach to 3G handset development. "The operating systems need to be far more compact [than systems like PocketPC or Symbian] to give a good user experience with low power," he explained. Both Uffe Sorenson, chief technology officer at Lotus, and Peter Matthuis, director of communications at software provider CMG Wireless Data Solutions, were more concerned with achieving good integrated messaging systems for businesses. Both companies had addressed this using GPRS, and believed that 3G would not add major benefits. They maintained that Multimedia Messaging Service (MMS), which has been touted as the killer application for 3G, will be provided on GPRS, so 3G did not add much. Sorenson and Matthuis also pointed out that, if MMS were provided on 3G, there would be an added cost of copyrighted clip art or video to the end user. Both thought that, unlike SMS, consumer take-up would therefore be slow. With regards to the 3G infrastructure itself, both said that coverage will initially only apply in metropolitan areas with a fall-back to lower bandwidth elsewhere, diminishing the end user experience that 3G is meant to enhance. The two megabits per second (Mb/s) 3G bandwidth is a maximum. As with cable TV, service quality will diminish as demand increases until more pipes are added. "It is not just base stations with masts," said Faulders. "Watch for micro-stations [small unobtrusive boxes] in local areas positioned high up on buildings, for instance, and [even smaller, so-called] pico-stations indoors." He explained that the micro- and pico-stations would be needed to help reduce the latency that increases the further away the mobile device is from the transmission, and for signal blind spots. But he suggested that it would probably be uneconomic for these to go at 2Mb/s. vnunet.com Picture of new FOMA phone 3g.co.uk snip Two built-in cameras: one (on front face of unit) for videophone and the other (on topedge) for digital video/photos with 3x zoom. snap Don't use it in the bathroom, I guess.