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

To: Kayaker who wrote (119377)	5/28/2002 1:02:49 PM
From: rkral	Read Replies (2) \| Respond to of 152472

I know there are lots of casual references to a "doubling" of capacity with 1X but whenever I've seen Qualcomm, Nortel, Sprint, etc. make a specific reference to the actual gains, it's always been in the range of 70% to 80%. I've been learning the CDMA technology, following Qualcomm the company, QCOM the stock, and the two QCOM threads on SI for over a year now and do not recall any reference to 70% before the analyst meeting last week. Am I really that stupid? (No answer required. <gg>) Would you provide a link that shows the "official" 70%-80% position of Qualcomm? But the 70% is apparently correct. Qualcomm's voice capacity chart (http://www.qualcomm.com/main/ppt/IMJ_MerrillLynch_031202/10.html) shows cdmaOne at 15 times, and CDMA2000 1x with SMV mode 0 (SM/0) at 26 times, the capacity of AMPS. So the 1x:cdmaOne capacity ratio is 26:15, or a 73% increase. Close enough for government work, as some people say. (SMV mode 0 voice compression has the same capacity as the EVRC used in cdmaOne.) But Qualcomm's PRs generally say "approximately doubling", or something along those lines. Well, *"approximately 100%" is not anywhere close to 73%*, at least not to someone with a math background like me. My trust in the word of Qualcomm's management has just been severely shaken with this revelation. Ron