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

To: Gregg Powers who wrote (11697)	6/22/1998 7:20:00 PM
From: w molloy	Read Replies (1) \| Respond to of 152472

>> since data transmission requires total 100% bit-level accuracy >> that is fair easier to achieve over a hardwired system A small nit pick : 100% bit level accuracy isn't a requirement (at least , not over the air...) Data protocols have built-in error detection and correction. I tend to agree with you regarding the need for high bandwidth wireless data services. However, what will the wireless world be like in 2005? By then, I could be scribbling (maybe dictating) this note into my xyz wireless palmTop instead of the honking big Micron I'm using right now. BTW The one use I can see for high bandwidth data is in the so called 'wireless office'. w.

To: Gregg Powers who wrote (11697)	6/22/1998 7:27:00 PM
From: Ramsey Su	Read Replies (1) \| Respond to of 152472

Gregg, I am not Gilder but it does not take a Gilder to envision the future in practical applications, especially when it is almost here. Am I going to be driving down the freeway while I download Terminator II to my laptop via a cellphone? Everything that requires bandwidth is going to be done at home, in the office, or if I am on the road, via internet service at the hotel or kiosk that are already popping everywhere like airports. Regarding cost, let us use just the US as an example, also assume that the final version of 3G is going to be compatible to CDMAOne. How much would it cost Sprint to upgrade? Do we need a new round of licenses from FCC? Is Sprint going to charge more for data vs voice? Who are going to be the customers? I wonder if QCOM can customize a limited and specific licensing package specifically for 3G. In exchange for a very reasonable licensing fees, QC receives a guarantee that 3G will be backward compatible to IS-95. Not that this royalty will make QC any money, it does remove this whole cloud over a potential non-issue. Now the ball is back on ERICY's court. If they really want QC's IPRs for CDMA so they can catch up, come sign the regular license and pay the royalties that everyone else is paying. Changing the subject slightly, as much as I hate to see it happen, wouldn't it make sense for QC to merge with MOT? MOT immediately benefits by getting the know-how to finally build a CDMA phone while QC will benefit by MOT's massive production experience and global name recognition. What a scarry thought. Ramsey