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

To: waverider who wrote (13388)	8/5/1998 10:05:00 PM
From: Maurice Winn	Read Replies (3) \| Respond to of 152472

Message 5415231 Directional antennae being tried for the first time in a GSM system. By directing the signals from the base station in the direction of the handset, interference and therefore power requirements from the handset and capacity would be improved. More technology. More and more. All pouring in to make cdmaOne more and more competitive since the more the interface becomes dominant instead of the energy consumed in the handset itself, the more advantage cdmaOne enjoys. These advances are good for GSM and analog too, but they preferentially assist cdmaOne. Message 5413594 Thanks Diamond H and Don for your kind comments. That company developing software, mentioned in that url, would also be a bandwidth improver as they are one which could come up with p-----g on demand, peripheral processing, 'Babe' controlled price plans instead of the old 200 minutes per month, peak off peak rubbish. The Smart Phone Gregg mentioned must be a Web machine. Q.com has been chasing IP for nearly a decade, so they won't have missed the importance of the Web in a handset. They have Unwired Planet, 3Com and other arrangements all heading quickly in that direction. Mqurice [Good for you on your 'amateur' predictions. Jon was emphatic on gap filling though the overall market seems more relevant than Q.com doings at the moment].

To: waverider who wrote (13388)	8/6/1998 7:23:00 PM
From: JMD	Read Replies (1) \| Respond to of 152472

DiamondH, the short answer is that everybody and their brother is playing the bandwidth game. The trick I think will be to get out when it's 'solved'. Right now it's scarce, mostly because of government monopolies and out of date technologies. But Gilder will be right someday and it will be cheaper than my jokes. The number of candidates is too long to list, and you would get arguments on each and every one from somebody. The satellite companies are in it, the fiber companies are in it, the DWDM guys are in it, the 'last mile' guys are in it, there's even some crazy company in San Diego that's fooling around with it. Check out the Last Mile thread here on SI--very heavy duty boys over there. Unless you're an EE, you'll be lucky to pick up on 1/2 of what they're saying but you'll sure get an idea of who the players are. The Winstar thread has some excellent posters (naturally WCII freaks, but they discuss others in the fixed wireless sector). And of course you should pick up on the Qwest, Level 3 and LU threads. You'll soon have a headache, too many stocks, and too few dollars. If you do run into any technical problems, just send them to me and I'll fix you right up. No worries. Mike Doyle