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: tero kuittinen who wrote (17443)	10/30/1998 1:32:00 PM
From: Gregg Powers	Read Replies (1) \| Respond to of 152472

Tero: Please explain concisely, and with technical specificity, exactly how ERICY's W-CDMA air interface is "compatible" with existing GSM networks. Please explain W-CDMA's integration advantage over cdma2000 and, while you are at it, precisely how GSM network operators will upgrade their TDMA-base air-interface to W-CDMA. Best regards, Gregg

To: tero kuittinen who wrote (17443)	10/30/1998 2:31:00 PM
From: Ramus	Read Replies (1) \| Respond to of 152472

Tero, you said: "Ultimately this will give a huge boost for W-CDMA... it is not only compatible with a 110 million-user global GSM community (November -98) but also the core Symbian standard." What? Compatible? How? Walt

To: tero kuittinen who wrote (17443)	10/30/1998 10:54:00 PM
From: Maurice Winn	Respond to of 152472

Tero, you said for me to "Be afraid, be very afraid" in regard to GSM. As Gregg explained, the process of GSM being overtaken by cdmaOne and cdma2000 is inexorable. I'm not afraid of GSM. Nokia is doing an excellent job, as you point out, of using advancing technology to squeeze the last minute out of GSM networks and it is profiting them enormously at the expense of L M Ericsson, Motorola and other GSM suppliers. It will also fund their cdmaOne developments, so you will soon see them rolling out some impressive handsets for cdmaOne. It will be questionable that L M Ericsson's presence in the cdmaOne or cdma2000 markets will even be desirable. QUALCOMM, Nokia, Lucent, Samsung, Motorola, Northern Telecom, LG, Hyundai, Maxon, Philips, NEC, Fujitsu, Sony, Denso, and the horde of other cdmaOne licensees will be perfectly capable of supplying all customers. Nokia's excellent effort and L M Ericsson's stalling tactics to keep cdmaOne at bay even for another week have been successful in slowing the adoption of cdmaOne a bit longer than I expected. But time is nearly up. What I have learned from an investment point of view is that I need to expect things to take longer than I think they will. But I am very afraid! A year ago or longer I started ranting about Janet Reno and USA attacks on Microsoft. Qdog was all in favour of the attacks. As were and are many others. The attack is now in full force. I feared that QUALCOMM would be next in line. I fear L M Ericsson as I'd fear a common rooster the worst being a peck and scratch. I fear like I fear a pack of Tyrannosaurs the values of USA anti-trust, anti-monopoly, for the greater good, stuff the law and constitution, flippism patent decisions, 'free' market [as in Ericy saying 'let the market decide'!!!], envy, Kleptocracy, statist, goodbye capitalism and free enterprise. Intel is in the gun! Will QUALCOMM be next? After all the hard work is done. microsoft.aynrand.org I am very afraid. Mqurice

To: tero kuittinen who wrote (17443)	11/2/1998 9:51:00 PM
From: Asterisk	Read Replies (1) \| Respond to of 152472

The fact that GSM 1800 networks are now springing up everywhere to bolster GSM 900 networks gives the standard a big capacity boost. Besides, the big advantage of maturer systems is that they are more efficient - Nokia can squeeze much more out of the GSM networks than CDMA manufacturers can out of their own system... Here in the states we have a game called "Bull Shit." I played it many times in college. The way this game goes is each player is dealt a poker hand and they begin to call out hands that they can make out of it (i.e. "pair of twos", "three of a kind", etc...) until either one of the players calls "Bull Shit" and makes the other player prove that they can produce the hand they just bid. Tero, I am calling "Bull Shit" on the statement in italics. Before I will believe it in full I want you to provide data that will back it up. I think that in a deployed environment with the same amount of sectors per base station and equivelant antenna configurations any CDMA manufacturer can outperform any GSM manufacturer. If you can prove to the satisfaction of a majority of technical people on this board that you have the data to back up what you say then I will publicly and vocally state that GSM is better than CDMA. If not then you have proven yourself a fool and we will move on. Has anyone in this thread really grasped the depth of existential angst Qualcomm's new smartphone should evoke in IS-95 enthusiasts? The specs are nearly same as in three year old GSM phones when this CDMA entry hits the market next summer. Does this not invalidate all the grandiose promises of clear technological superiority to end users Qualcomm so blithely made? The new Symbian platform will not result in "epic battle" as some hopeful Qcom plugger has already stated in this thread. The Symbian consortium controls 80% of the European handset market, 70% of the non-Japanese Asian handset market, 70% of the US handset market. Against this promethean strenght Qualcomm can offer maybe 5% of the overall US handset market. Double yahoo. There will be no contest - the new universal smartphone standard is called Epoc. The websites will tailor themselves to fit it, content providers will introduce news, gambling, games, stock information and other products for it. WOW, where do I start with that? How about delineating between the control of handset manufacture and the control of CDMA handset manufacture? I think that there is little doubt that there is a huge distinction to be made there. Motorola and Ericcson make by far a majority of the cell phones in the world, I don't think that there is any arguement about that. But from both companies we have seen a total of 1 CDMA phone model and that was a nonstarter. Motorola has many, many, many, years of manufacturing chipsets, phones and other RF components and yet they took this long to make a CDMA phone? Does that tell you something about the learning curve to making one of these babies? Let them control 100% of the GSM and AMPS market, I am absolutely sure that the last buggy whip manufacturer turned out a damn good product but in the end they had no market so it made no difference. GSM and AMPS and inexhorably going the way of the buggy whip, it may take 10 or 20 years but eventually an AMPS phone will be just as much a museum piece as a Commodore 64 is now. Hate to burst your bubble Tero but I think that the pdQ can use the existing HTML. If I wanted to I believe I could access this web site with a pdQ! Who wants to go back and change the entire web to meet with some new standard when you can use the language that is currently out there? I think that you have greatly misunderstood the full complexity of the offerings of games, apps, and plugins for the Palm. This stuff is already there! Get real, according to PC Magazine Palm controls 80% of the PDA market. From all of my programmer friends they say that CE (the runner up) needs a lot of work before it can be non-bloated enough to run as well as Palm. EPOC is a new standard, and needs to have much work done by the applications engineers before it can equal the amount of stuff out there for the Palm! Tero, I respect you as a person and respect the fact that you have the guts to come into a 100% hostile environment and try to be the contrarian opinion, but Dammit, check your facts first!