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


To: Asterisk who wrote (7737)1/29/1998 8:16:00 PM
From: trev  Read Replies (2) | Respond to of 152472
 
I wasn't going to respond but thought what the hell all these openminded souls here ready to listen to an alternative viewpoint

" One interesting thing to note is the authors mistranslation of
GSM. We, on this thread, know that GSM stands for Groupe Speciale
Mobile after the comittee that created it. This leads me to question how much research they really did."

how much research did YOU do ??

Groupe Speciale Mobile WAS the original meaning of the mnemonic (sp?)
when GSM was a european standard since then Global System for Mobile
has been used to "anglocise" (Sp?) it.

and regarding the reply from qdog to tero apropos one standard for europe - since when was the "free" market so good at deciding on the "best" technology - why do we have windows 95 ??, VHS video, HMO's ?? - who's the best person to decide what's good for your health - the free market (your insurance company) or your doctor ??

when GSM was introduced into europe each country had it's own analog
standard for wireless telephony - now with the right (albeit
expensive) roaming agreement you can take your digital phone and
use it anywhere - here you can buy a dual mode phone CDMA,TDMA or GSM and in theory you can use AMPS analog technology wherever you go !!
great ! hey but then who wants to travel outside of his home town ?? might find out what's happening elsewhere - elsewhere 'cept in the case of clinton's underpants of course.

so ericsson + nokia have r+d facilities in the US - so what - what
major american telecom company doesn't do research in europe - the
world's economy is errmmm how do you say it - global, no ??

btw - i don't think there's any question that cdma is superior
technology to gsm - hey, it was developed 10 or more years
after it !!

qualcomm's royalty stream has always been a double edged sword -
it has given Q a steady revenue with which to develop CDMA but
other manufacturers will jump through hoops to avoid paying it
and paying it for 3rd generation systems.

there's nothing stopping qcom developing etsi standard phones.

btw - why is PCS CDMA only 1.25 MHz and NOT 5 MHz ?? I thought
the japanese did some research looking at the 2 bandwidths and
decided for high density cities like tokyo, hong kong, new york
5 MHz offers a major advantage because it allows the rake receiver
to correct for short multi-path, summat it can't do at 1.25 MHz.
at 900 MHz you're limited by having to interleave AMPS but not
PCS ??

anyhow - good luck - QCOM is a good company with great technology -
long term the prospects are excellent - if only it and it's
supporters could be a little less arrogant + smug.



To: Asterisk who wrote (7737)1/29/1998 9:36:00 PM
From: Dan Ross  Respond to of 152472
 
Tomorrow will be QCOM's death or victory....Waiting anxiously for their comments....

The bottom line to us investors is........Are the royalties still going to flow to us? Will they be impaired in any shape, way, or form? If ERICY signs a license this stock will soar to 70 quicker than flies on shit....

Dan Ross