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

To: Mr. Sunshine who wrote (31069)	1/12/2003 9:14:48 PM
From: foundation	Read Replies (1) \| Respond to of 196568

re: A TDsCDMA Primer Steve, I'm not sure you catch my main thrust. The big "fear" being rolled around by the industry press is that China carriers will choose (or be compelled) to build TDsCDMA voice+data networks in lieu of cdma2000 or wCDMA networks. Bear in mind that voice remains (and will remain) the primary driver of wireless services. The big "fear" being rolled around by the industry press is that China carriers will build their primary voice+data networks with a technology that was designed specifically for asymmetric data delivery and is, by all appearances, antithetical to the provision of (symmetric) voice services - a technology that IPWireless states will "support data only". Bear in mind as well that customers are most particular about the quality of voice calls. And where latency (pauses) are acceptable for the delivery of data, it is anathema with voice. For carriers, voice Quality of Service (QoS) is supreme. Further, the big "fear" being rolled around by the industry press is that China carriers will build their primary voice+data networks with a data-centric technology that also requires a much higher density of cell stations, multiplying network costs. My main thrust is that, in my view, the "threat" of TDsCDMA (or UTRA-TDD) being used by any carrier for its primary voice+data network does not exist.

To: Mr. Sunshine who wrote (31069)	1/12/2003 11:34:59 PM
From: engineer	Respond to of 196568

I first worked with Interdigital in 1984 when they were trying to make their first TDMA system, called Ultraphone. They had like 50 employees then. they hired out most development. I just read that they have like 150 employees now. In all this time, I have not seen IDCC make one product themselves or produce anything other than lawsuits and patents (????). I would be very surprised if they ever produced a single working production level item in their history. My impression in 1984 was that they were a hype center.