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


To: Maurice Winn who wrote (20363)12/23/1998 1:58:00 PM
From: Jon Koplik  Read Replies (1) | Respond to of 152472
 
Maurice - Have you been keeping your knowledge of (at least some) electrical engineering concepts a secret from all of us ?

I thought you were a former oil company guy.

What else is in your area of expertise -- hagfish aqua-culture techniques ?

Jon.



To: Maurice Winn who wrote (20363)12/23/1998 2:11:00 PM
From: Dave  Respond to of 152472
 
Maurice:

This is what you said....

Ericy say they invented soft handoff in 1988

Nowhere did you state soft handoff in a CDMA environment.

I am going to ignore the remainder of your condescending post. Be very careful Maurice.....

dave



To: Maurice Winn who wrote (20363)12/24/1998 2:21:00 PM
From: Ingenious  Read Replies (1) | Respond to of 152472
 
Soft handoff - is it TDMA or is it CDMA??

To really determine if soft handoff is covered by certain patents requires more analysis than a quick read of the patent and high level discussion. The question to ask may be whether we are handing off signals (in general) or handing off signals encoding TDMA or CDMA data. Does soft handoff involve multiple identical signals being exchanged between a base station and a subscriber or does it involve multiple identical CDMA/TDMA/?? signals being exchanged between the same. And further, even if it is the latter case (as some here believe) does it really matter?? Does the fact that one is transmitting CDMA/TDMA/GSM/AMPS really have anything to do with gaining the benefit of a soft handoff? It seems to me that soft handoff could be beneficial in *any* system regardless of the higher level coding that occurs above the physical layer (ie the signal).

By the way, despite this comment I am long on qcom. I think execution is a big part of success in most industries. I believe
that Q will hit $100 in the next 6 months for the following reasons:

1. P/E ratio is back down to earth since sales have been growing much faster than the stock price of the past 3 years.
2. PDQ phone coming out next year Q1 will be *very* splashy and sexy; that is *ultimately* what drives stock prices.
3. PDQ/CDMA phone may be touted as a data/voice convergance play and this is about as cutting edge as it gets. if the PDQ phone can deliver reasonable internet connection rates (at least 14.4K) many people will see this as an option to a second phone line. may also cut into wireless ISPs like richochet.
4. Standards *will* be resolved within the next several months. there will be no winners or losers since compromise is imminent BUT the whole matter will be settled and the fog/cloud over Q will be lifted.
5. It is just about time that Q has there day. Few stocks can really claim cutting edge internet technology and wireless technology.