Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: marginmike who wrote (12562)	7/18/1998 8:45:00 PM
From: Ingenious	Read Replies (2) \| Respond to of 152472

marginmike: cost of operation is clearly a relative measure and can change rapidly. Building a better mousetrap/phone is only advantageous if the people building the mousetrap/phone can also get some economic advantage. Even if CDMA is more efficient, it is still new and expensive. The costs must be accounted for in combination with the actual costs of building a CDMA infrastructure and mfging CDMA phones. As this occurs, the CDMA folks have to compete with a race to the bottom of lower and lower analog rates, GSM rates, and TDMA rates. IBM, DEC, Sun and others have been working on the better bigger faster computers and operating systms for years while Microsoft just keeps spitting out the same old crap and charging for each upgrade along the way. Microsoft and other companies like them (intc for example) understand the complexity of legacy systems and the importance of market share. They have leveraged there products from one tier to another and dragged along tons of baggage to keep their market share. Also, I believe the initial claims that CDMA had a 10:1 efficiency with respect to bandwidth over other technologies has been reduced to something in the 2-3x range (eg. 10:3). This stuff is still for the engineers since I really only care how much the whole thing costs and not how efficient it all is.