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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

QCOM 172.94

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Jan 2 3:59 PM EST

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To: foundation who wrote (3121)	9/14/2000 1:19:13 PM
From: Eric L	of 197076

Ben, << The 3GPP2 CWTS proposal is a convergence proposal - that appears to meld the two. >> Correct. << It appears from the proposal that China needs 1x algorithms to make their standard proposal function >> I've looked at the high level. I'm not sure about that, but if involves an algorithm your talking to the wrong guy. << 3GPP proposes harmonizing UTRA's TD-CDMA and Chinese TD-SCDMA. I understand harmonization to involve making them compatible >> Correct. << Why would China propose this convergence with Q - if not out of necessity? >> Strengthen their technology with a stronger technology. Bring MC more in line (more closely harmonized) with UTRA-TD and Chinese TD. I do not assume necessity. << China may well perceive TD-CDMA and Chinese TD-SCDMA compatibility as opening an option for China to export its Asia-dominant standard to Europe! >> ETSI is the key to Europe. ETSI is GSM. All GSM/GPRS/UMTS standards work was moved to 3GPP EXCEPT those portions of the standard that relate to EU regulatory issues (that is the ETSI Project EP-UMTS domain) and standards work for SIM, USIM, R-UIM (which is in SMG9. Until CDG & Qualcomm roll into 3GPP and ETSI remains a 3GPP2 Observer, as TIA is in 3GPP, the gates to Europe are padlocked. This is not just about technology. << It appears to me that the resultant relationship between Q and China would be exponentially stronger than between China and 3GPP UTRA's >> All bases covered. Qualcomm strengthened, China strengthened. Win Win, I hope. << Why would China use wCDMA internally if it has its own 3G standard as an option? >> It has 2 (of it's own) modes of the standard to deploy. Prior to this they only had ownership in one, the 3GPP one. Remember this China is FORCING convergence. Price of Admission to what will be by 2004 the largest cellular market in the world. China already the largest GSM market in the world and Chinese carriers a most loyal and active part of the GSM worldwide community, and original member of 3GIG, and 3GPP (both the carriers and the SDO). << If China uses its own standard internally, how will Korea, Taiwan, Hong Kong, Japan (other than NTT) and the remainder of Asia not respond in kind to a China/QCOM convergence within the potentially largest world market? >> China will use either of its own standards internally. Thats the beauty of the Global Initiative and interoperability brought about by harmonization. BTW: In honor of you I will add wCDMA to WCDMA and W-CDMA in my spell checker. <g> Wait CDMA. That's like wf3xCDMA (Wait Forever CDMA). <ggg> - Eric -

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