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

To: Boplicity who wrote (31699)	6/4/1999 1:53:00 AM
From: Clarksterh	Read Replies (2) \| Respond to of 152472

Greg - Sorry I didn't give complete answers before: 2) Is QCOM referring to mobile traffic speed or fixed traffic speed when they talk about offering 2 mbps? He is saying that QCOM will not be able to obtain 2 mbps in a mobile environment with CDMA. Is that correct? While I do not know offhand what the CDMA-2000 performance will be, the 3g requirement is much lower for mobile than for fixed, and both W-CDMA and CDMA-2000 will inevitably have lower performance for full mobile. I suspect that neither CDMA-2000 nor W-CDMA will give 2Mbps for full mobile. 3) Is 2 mbps fast enough for the intigration of the internet, TV, and mobile relative to current bandwidth constraints? First 2Mbps is fast enough for full motion video at traditional TV resolution but probably not for HDTV. But I don't understand the question about relative to current bandwidth constraints. 4) Is this true? System intigration doesn't look fruitful until you get to 4mbps, and possibly 10mbps to handle the full, continuous load. He means, full motion video, data, the works.. ???? Why is 10Mbps the holy grail? 5) Is this true? Q's current filter system won't handle 1mbps let alone 4mbps. so, they go with a different design; Is the ture? designs that are already in the market but not owned by Q. It is true that Qualcomm's current system will not handle 1Mbps. The question is how much hardware needs to be swapped out to support higher rates. This I do not know, but I can say that the thing that Golden Bridge keeps boasting of is silly. Matched filters are not, in and of themselves, rocket science. It is kind of like boasting that your car uses spark plugs. 6) CDMAOne on a fixed basis only, though) can attain ISDN rates (144kbps), but these rates are too slow for current bandwidth needs, but better than current mobile offerings. He is saying that only on a fixed bases CDMAOne can reach 144kbps, not mobile. Is that true? I don't know whether they designed the latest version of IS-95 to have higher fixed rates, but why is this pertinent to the trade of CDMAOne vs W-CDMA? 7) Is this true? WCDMA needs at least 384kbps for mobile, and at this speed Q's correlator method is constrained... Think of it this way - There will have been 5 years between the first IS-95 systems, which supported 14.4Kbps, and the first CDMA-2000 systems. In that time Moore's law says that chips will have gotten 10 times faster, and in addition Qualcomm has learned a lot (just as in the move from the 8086 to the 80286 the speed went up by a factor 10 or so, but the efficiency went up by another factor of 3 or so so that I got about 30 times faster programs in the move.). 384Kbps seems completely reasonable. I would close by commenting that if someone claims to have a better mouse trap it is incumbent on them to explain. So far the only explanations I've seen have been the use of buzz words which are almost completely meaningless (matched filter - phooey!). If this is the best that they can do, I am extremely doubtful that there really is something there. As usual, JMO. Clark

To: Boplicity who wrote (31699)	6/4/1999 2:12:00 AM
From: engineer	Read Replies (2) \| Respond to of 152472

Can you send me the URL of the refernce to 2 MBPS? The HDR has a raw data rate of between 1.5 and 2 MBPS. It can be mobile as well as fixed. I would need to see what the refernce is for the "2 mbps system" that "they" proposed. As for uses of a 2 mbps channel, it is possible to do video and data and audio on that channel. MPEG4 should be out in the next year or so and is rated to do full motion video at 384k. This would mean that you could do 2-3 channels of video, or do one video, two audio, and a 1 mbps data channel. My cable modem is less than 1 mbps and it is well fast enough for anything I want to do today in the data channel. The filter stuff is another propagated story being run around. Some kind of golden rumor...if you know what I mean. HDR is working and does 1.5 mbps on a mobile channel. I am sure that if you go to the PCS show or Pal expo in Geneva you can see it working at full speed. It was at CTIA in March and showed full motion video running on it. Not sure why you have some correlation between QCOM and WCDMA and a correlator. If you start with vaporware and try to postulate, it all doesn;t work.... Not all broadband goes thru QCOM....(yet <gggg>)