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

To: Jim Lurgio who wrote (7287)	1/20/1998 12:54:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Jim, thanks for the url. I agree on the third world and WLL users wanting multimedia. Friends in India, who can afford the service, are sitting there stuck with a stone age telecommunications system and a computer they can barely use because of limited links. By vaporware, I don't mean Samsung, Ericsson etc can't ever do it, I just mean that there is a very long distance between wanting to do it and doing it. The premature claims are all hot air. Qualcomm spent 10 years getting cdmaOne up and running. You could reduce that dramatically for Samsung as they don't need to totally reinvent the wheel, but there is no guarantee that the wish will become reality. My choice of likely winner in the wider band, multimedia CDMA wireless business is the original exponent of narrower band mobile CDMA. Namely Qualcomm, who seem to have increased their lead. With the possible exception of infrastructure, they are as good or better than everyone. Even infrastructure is doing very nicely for a start up company which had to start from basics. My other concern with wideband is that only 10% of handset buyers will want the full multimedia experience. At least for the next 5 or maybe 10 years by which time costs might have reduced so that they buy one anyway, even if they never surf the Web. Per minute costs for voice are high. Using 50 times the spectrum to provide mobile images will be expensive and as Qdog says, chasing cats doesn't leave much room for viewing pictures on a nifty little screen. That still means lots of customers and the most successful companies will have to develop wideband in a timely manner - not too soon and not too late. But Anita [TM] won't replace the jolly old Q-Phone and gassing successors very quickly. Though your original behind-the-barn suggestion would add allure and boost sales dramatically. The old CDMA Market Test stream has been deleted, so the good old days have gone - can't review those wonderful days. [You really sure you aren't Bill F? Just kidding!!! Don't bite.] Mqurice