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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST

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To: foundation who wrote (3114)9/14/2000 12:03:02 PM
From: Eric L  Read Replies (1) of 197152
 
Ben,

<< With convergence, wCDMA mode (3 modes - 1 standard) would probably be locked out of China. Converged standard could logically become the Asia Standard for 3G evolution, with NTT odd man out >>

That would be nice, but I doubt it will happen (personal opinion). Remember, there is a proposal in 3GPP to harmonize UTRA's TD-CDMA and Chinese TD-SCDMA, that is every bit as far along as the 3GPP2 proposal. One does not negate the other.

CWTS (China), TTA (Korea), and TTC (Japan) are Organizational partners of both 3GPP & 3GPP2 as well as OHG, and are influencing direction in both organizations, not necessarilly playing one against the other.

WCDMA will not be locked out of Asia. It will (personal opinion) be the 3G3 dominant mode in 2GHz spectrum, but not necessarilly in existing 800 MHz, 900Mhz, 1700, MHZ spectrum.

<< 3 modes - 1 standard >>

3G3 = FDD - TD (harmonized) - MC (converged)

Now this might sound negative, but on the positive side I think the Korean decision to delay is VERY Q positive.

BTW: I've stated an opinion or 2 here, and I'd be delighted to be WRONG.

- Eric -
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