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

To: Stock Farmer who wrote (129209)	5/23/2003 6:19:50 AM
From: Michael Allard	Read Replies (2) \| Respond to of 152472

John: "WiFi is designed for the job, 3G in its various flavors is a kludge based on what already exists." Not exactly true. WiFi was designed to replace LANs. not WAN's. To apply it to WANs, is using an old technology for a new application. CDMA as opposed to GSM and TDMA, was designed and optimized to carry data from the start. It applied entirely new principals (which most engineers and all competition) did not think was physically possible. CDMA's biggest advantage in their market (with respect to TDMA, GSM and WiFi) is that it was initially conceived for this exact purpose (that is , transmitting and receiving data quickly, accurately, and securely over very large distances). I thinking the biggest misconception with regard to Wi-Fi and CDMA is that they will compete at all. I continue to attempt to make the point that these are apples and oranges. I regularly eat both. I think most users will too. Any company that designs Wi-Fi into their cell phone chip sets agrees with me. Which brings back to an investment question. When QCOM starts selling their integrated Wi-Fi chip set (w/ 1XRTT and/or 1XEV-DO), whose stock should I own? Who will QCOM be paying royalties to, or buying technology from? Who stands to gain from all these Wi-Fi enabled cell phones and modems?