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: Ruffian who wrote (23535)	2/28/1999 3:18:00 AM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Now hear this! VW40 Technical stuff The VW40 tests/demonstrations are looked upon as showing momentum for VW40 versus cdma2000. I have a bet that the primary way that CDMA is involved in these projects is in the title and the public relations. More specifically, I doubt that the tests involve an air interface to any great extent. As far as I know they have no spectrum available to perform any realistic CDMA trials, and I can't imagine that they could or would even want to perform realistic trials at this time at operator facilities. On the other hand, they can do quite a bit of meaningful tests and demonstrations of the control segment and network-network interfaces. They can do that with a simulated [probably idealized] air interface. I was just pondering some quarkian orthogonal wave functions and came up with that thought. Would Tero or some of the engineers be able to comment on this. As some bonus thoughts, regarding the alliance with Nortel. It is not a happy partnership for either. Nortel is trying to scale it down, and at least some of their infrastructure work is outside the agreement. They want to get away from Q! chips. Nortel competes on the basis of price, rather than performance which is poor according to a suggestion I've received. They have some remaining problems that Q! could solve but they refuse to let them, so I suppose the infrastructure joint venture won't involve Nortel. These problems are probably why Nortel describes their 3G projects as WCDMA, not cdma2000. Also, it seems to me that everyone except Q! benefit from reduced royalties so although it might seem paranoid, I think it is Q! versus everyone else. Remember the joke - even paranoid people can have real enemies trying to do them in. Hence Nortel might prefer to give solace to the VW40 crowd. Same for Lucent, Motorola etc except that if they can get cdma2000 for themselves and Ericy on the outside, with no licence, that's pretty good too! Well, those are enough thoughts for the day. One final note, my guess that Qualcomm was started with a view to creating CDMA cellphones might not be so good [I'm told] and OmniTRACS was the basis with CDMA coming in a year or two later as a major idea. Which seems odd to me since the founders had been working on TDMA cellphones previously, in Linkabit, and given their CDMA history going back to the mid 1960s, the link seems obvious as soon as computing power could be fitted into a handset. Anyway, how about that fake VW40 stuff not even having an air interface? Mqurice PS: Okay, I admit it - I got a bit of technical help from somebody...