Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: Srini who wrote (5253)	9/23/2002 7:05:43 AM
From: Maurice Winn	Respond to of 12229

Hi Srini. It's not a cdma2000 killer, but an enhancer/extender. Every technology has its strengths. 80211.b will be competitive in downtown areas, but not in less densely packed urban and rural areas where cdma2000 seems specially suited. At about NZ$5 [US$2] a megabyte, people aren't going to buy mobile cerfing devices and won't spend much time doing it. At 20c a megabyte, they'll swooop around quite a lot. The Telecom New Zealand people seem to have picked their megabyte pricing on the same basis as Globalstar, which means few people will use it and when they do, they won't use much. I don't know how competitive Flarion will be. According to Clark Hare, OFDM is more efficient than cdma2000, but loses a lot of benefit in high speed mobile applications. It's very much a data solution and preferably for static data. I don't know what the balance will be between the three [cdma2000/80211.b/OFDM]. Mqurice

To: Srini who wrote (5253)	9/23/2002 3:09:58 PM
From: Maurice Winn	Respond to of 12229

<So, do you think RoamAD is a CDMA killer.> Srini, while RoamAD 80211b [and upgrades] network technology will help increase the total number of people cerfing cyberspace while mobile, I'm not sure if the net effect will be to damage or enhance CDMA sales. I suspect overall it will reduce QUALCOMM sales and royalties. Nokia's latest blather about GPRS being 3G because subscribers don't see a difference doesn't mean people won't want low cost, high speed mobile cyberspace. All it means is that they don't want GPRS at high prices and low speeds with bad battery life. Nokia seems to think that means people don't want the real thing. Walking around, talking on 80211b and having fast cyberspace with us is a very good thing. Especially at ADSL prices instead of $5 a megabyte and slow speeds. Mqurice