SI
SI
discoversearch

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 : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?


To: Frank A. Coluccio who wrote (2860)2/13/1999 7:47:00 PM
From: gdichaz  Read Replies (2) | Respond to of 12823
 
To Frank:

An excerpt from the story you posted:

<<<<<<Traditional cellular providers are looking to chip and subsystem developers for help in crafting midrate wideband services to deploy prior to the availability of 3G 384-kbit/second channels. Qualcomm, which made a strong push for its High Data Rate system at last year's PCS show, is trying to show carriers how to install HDR alongside CDMA cellular and future 3G systems in unified basestations. HDR uses dedicated bands to provide 128-kbit to 1-Mbit channels alongside traditional cellular service.

Qualcomm anticipates that the only way data service can be made profitable is by amortizing the cost of the technology over a common cellular infrastructure, said Paul Jacobs, president of the consumer products division. >>>>>>

Agree that the wireless/internet nexus is a major emerging investment opportunity. As the Chinese saying goes "Let many flowers bloom" . But which flower will dominate?

Early on, Qualcomm's Viterbi said that voice and data should move on separate tracks to maximize efficiency of both. The Q is trying to persuade cellular operators to do just that.

Curious what your take is on this is. Chaz



To: Frank A. Coluccio who wrote (2860)2/14/1999 11:10:00 AM
From: John Biddle  Read Replies (2) | Respond to of 12823
 
I agree that eventually, say 5-7 years, everything will be IP. I'm just more pessimistic than many, I guess, when it comes to voice, about how quickly we'll get there for the general consumer.