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Technology Stocks : METRICOM - Wireless Data Communications
MCOM 0.006000.0%Nov 28 9:30 AM EST
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To: Clarksterh who wrote (2039)1/29/2000 2:30:00 AM
From: justin55  Read Replies (1) of 3376
 
<<But I will bet you a lot of money that NTT does
not have a W-CDMA rollout in 2001. If they are lucky they will have a city trial (like IS-95 in Los Angeles many years
ago), where they beta test all the loading problems in a real life environment. I expect that to take well over a year..."

Clark, did you see the article on 01/27/00 about NTT's current field trials of its WCDMA with SK Telecom in Korea? Does this change your opinion about the near-term commercial feasibility of WCDMA, and any threat it might pose to CDMA-One?

Also, what is your independent opinion about whether Q has claims on NTT's WCDMA?

(Please note that the last time Q's mgmt addressed this issue was in April 1999, before NTT's WCDMA came to the fore, and was in the context of Ericsson's WCDMA instead.I consulted an attorney about this, and his view is that the prior assertions re Ericsson's WCDMA cannot be taken as basis for assuming that Q's mgmt has made similar assertions re NTT's WCDMA. Are you aware of some other forum where Q's mgmt has DIRECTLY addressed the issue of NTT's WCDMA patents?)

I am long (very long) Q and would greatly appreciate your opinion on the above. Many thanks in advance.
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