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

To: Dennis Roth who wrote (21611)	4/20/2002 9:23:15 PM
From: quartersawyer	Respond to of 197490

Dennis, the source of those last three posts is an entity founded in 1998 by Nokia, et al. The first is just rehash of a linear extension of early Unicom numbers. Unicom needs the GSM/1x overlay, and will have it. But the second is interesting in that we're again looking at the blame for GPRS problems laid on the operators. Seems like a new theme, but this was pretty much anticipated on these threads about two years ago, with the realization that the GSM vendors were milking those operators. We're looking at developing structural stress fractures. The third, dismissing mobile data due to lack of a compelling business case, is wearing thin. Yankee says: in Europe, "Most organizations just do not see how giving their mobile employees wireless access to enterprise applications will improve their bottom-line performance", which of course relates to the cost of the access. They urge the Euro vendors and operators not to worry about the enabling technology, just focus on the business case for providing the services... using technology that's not working efficiently for data. Makes no sense, and reflects the tough position they're in.

To: Dennis Roth who wrote (21611)	4/21/2002 8:50:39 AM
From: Dennis Roth	Read Replies (1) \| Respond to of 197490

More than mere talk computeruser.com Article on 3G. Excerpt: The CDMA buzz Currently, the various flavors of CDMA appear to be the rising stars of the available protocols, thanks in part to its spread-spectrum quality. One reason is that as a user roams between cells, signal hand-off is somewhat smoother with CDMA than it was with older technologies, meaning fewer dropped calls as you travel. Additionally, CDMA exhibits more flexibility when handling data. The CDMA2000 push Although it currently has some speed limitations, CDMA2000 is getting the most attention within the wireless industry. CDMA2000, which is actually an upgrade of CDMAOne (the original specification), provides high data transmission speeds, flexibility, and a relatively low-cost of deployment. At present, the peak speed of CDMA2000 is 144Kbps. A planned software upgrade will take this peak speed to more than 300Kbps, and that's only the start. According to Brodsky, Qualcomm has demonstrated what it calls High Data Rate (HDR), which is planned to be folded into the CDMA2000 specification. Known as CDMA2000-DO (the DO stands for data only), it will bring the peak speed of CDMA2000 to 2Mbps. "Because of its flexibility, CDMA2000 systems will reach 25 million subscribers by the end of 2002," Brodsky notes. "We [DataComm] predicted years ago that CDMA would drive TDMA, which was the industry standard, out of business, and that's exactly what has happened." WCDMA, which is used mainly in the 2,100MHz band, seems to have it all: high transfer rate (up to 2Mbps), increased system capacity, and communication quality by statistical multiplexing. Unfortunately, it also has a couple of big disadvantages: high cost of deployment and some serious spectrum worries. An April 2001 report from the Federal Communications Commission, titled "The Potential for Accommodating Third Generation Mobile Systems," says that some of the airwaves initially identified as usable for WCDMA are already in use by the U.S. Defense Department, fixed wireless cable and video services at schools, and health care centers. According to the report, it could take anywhere between nine and 29 years to reallocate the airwaves to accommodate the deployment of 3G wireless. An even bigger concern, notes Brodsky, is bandwidth. "WCDMA was defined to require a minimum channel of 5MHz, which is almost as wide as that of a TV channel," notes Brodsky. "In most cases, that means a new frequency spectrum."