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

To: Ramus who wrote (29405)	5/7/1999 10:51:00 AM
From: D.J.Smyth	Read Replies (1) \| Respond to of 152472

W <<In fact, and I know this will really confound some points of view, the Q will produce W-CDMA that will be superior. And Why not?? They've been doing CDMA longer and have a larger body of knowledge than anyone else.>> I'm told they'll need to engineer an ASIC as Q's current tech is built on correlation, Nokia's WCDMA on matched, two different methods. It's this filter issue again Walt; chip rate is correlated to this issue. it generally takes from one to two years to re-engineer/engineer/test ASICs.

To: Ramus who wrote (29405)	5/7/1999 11:21:00 AM
From: quidditch	Read Replies (1) \| Respond to of 152472

Walt: I had been wondering about Darrel's question too. Also, in your post to Bux (20261), you wrote (in the context of the "overlay" of CDMA on GSM): <...The method of modulation for instance is QPSK not MSK so W-CDMA in no way represents a directly compatible air interface for GSM. The compatibility is only in timesharing and certain other timing related issues. I might add that this is far different from IS-95 and CDMA-2000 compatibility. Where IS-95 protocol is a subset of 1XRTT in 3G and will integrate very smoothly with it. Afterall, it's CDMA to CDMA, not TDMA to CDMA. I know, you think that W-CDMA must be superior to CDMA-2000 in overlaying a GSM system. Sorry but not true. As I said W-CDMA proposes using a 1/2 capacity TDMA mode to overlay GSM systems. IS-95 has demonstrated overlay of GSM systems and the economics involved. This overlay would be a much more economically viable upgrade path for GSM operators looking to move up to 3G services.> If you have the time: In addition to W-CDMA's relatively inefficient use of the spectrum, wouldn't the "1/2 capacity TDMA mode to overlay" affect signal accuracy and/or spectrum efficiency, or is the spectrum usage inefficiency attributable to precisely this hybrid system? Also, could you explain how the TDMA "survives" (at least half-way) within the context of a CDMA air interface? Can PM if you wish. Btw, truly impressed with your mastery. Reading your posts referenced by JGoren shed new depth of meaning for me on the extent of the Ericy spin doctoring, arrogance and hubris. Regards and thank you. Steven

To: Ramus who wrote (29405)	5/9/1999 7:44:00 PM
From: Clarksterh	Respond to of 152472

Walt - I don't think Q will have a difficult time engineering asics for W-CDMA. In fact, and I know this will really confound some points of view, the Q will produce W-CDMA that will be superior. And Why not?? They've been doing CDMA longer and have a larger body of knowledge than anyone else. I am not so sanguine about Qualcomm and W-CDMA. It isn't that I think that they won't produce good ASIC's, but that their lead in W-CDMA ASICs and the associated software will not be as great as their lead in CDMAOne family ASICs. Microsoft pulls this kind of trick all the time. (Some other company is the leader in a given field, and Microsoft makes their life difficult by changing the standard and operating system. The Microsoft product is not technically superior (in fact it is often inferior), but nonetheless it works better because they control the standard.) Due to the fact that W-CDMA is controlled by a consortium (a good dictator is much more efficient than a committee), and W-CDMA's base (GSM customers) is not as locked in as Microsoft's customers, I don't expect the results for Qualcomm to be devastating, but I still expect it to substantially erode the Qualcomm lead for W-CDMA. JMO. Clark