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Technology Stocks : The New Qualcomm - a S&P500 company
QCOM 163.32+2.3%Nov 21 3:59 PM EST

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To: gdichaz who wrote (5895)1/31/2000 9:35:00 PM
From: Eric L  Read Replies (1) of 13582
 
Chaz,

<< And as recently as this week the trials of WCDMA by DoCoMo in Korea required a "van" to transport the "terminal" - again if I read right >>

Heck Chaz, we are after all talking about testing cdma in a mobile environment and multimedia so MOVING vehichles are used (test vehicles & vehicle-mounted MS that move around experimental areas). I suppose a motorcycle could be used but there is generally a fair amount of equipment in those vans:

cdg.org

(make sure you "View graphic version" as well as text of the slide)

The full set of slides starts here:

cdg.org

(make sure you "View graphic version" as well as text of the slides)

Since we kind of crossed over threads I am copying below the rest of my original response to your NTT DoCoMo questions from the smart card thread as you requested (I think <g>:

To: gdichaz (114 ) From: Eric L. Saturday, Jan 29 2000 6:49PM ET

Hi Chaz,

Re: My post # 113 - Subscriber Identity Module (SIM) or R-UIM in CDMA lingo

<< I suggest you copy and post on the Q SP 500 thread. Seems like the Q folks should know that there is a CDMA smart card "standard" in process >>

I will do that Chaz (perhaps a bit cleaned up), although I am not quite ready to do so yet, because I am trying to reverify all the things I think I know, with public information, so I don't post anything that is misleading, or downright inaccurate.

I've been driving myself bonkers for the last few weeks drilling down on the reorganized CDG, ETSI, 3GPP, 3GPP2, UWCC, UMTS Forum threads. None are particularly easy to navigate and there are of course protected and semiprotected areas of each. I'm just about done. TBH, I'd rather be golfing, but snow prohibits. <g>

<< Did I read that correctly - i.e. that the format is for all technologies GSM, TDMA and CDMA? >>

Yes. It appears that is the case. I have some pretty good documentation to post on this relatively shortly. Standard in GSM, optional in others (at least for 2G/2.5G. My opinion is that it will be standard in all 3G flavors, but perhaps it will only be standard in those 3G flavors based on the GSM core network.

<< Also on Japan >>

You Asiacentric individual you. <g>

<< DoCoMo is particularly fascinating to me as it seems to have a huge and effective FUD operation (using the Wall Street Journal in particular) reminds me of a Eurocentric operation which is burned in my memory >>

Reminds me of the IBM Moonies that invented it. <g> It worked for Big Blue till Gates got em. Maybe it'll work for DoCoMo till Ebbers gets them. We need to see how Chris Gent manipulates this.

Never knock FUD (provided that the perp is skillful enough to use it effectively. The respected Dr. J is a great practitioner of FUD, but until recently he has not penetrated the huge global GSM community very effectively with it, IMO, and actually it is not FUD, and it is not just he, that is finally potentially making some penetration.

<< Your last link shows that DoCoMo 's plan was to launch WCDMA now - or "early" this year to begin "commercial" operation - if I read the discussion of Malaysian trials of WCDMA correctly >>

I've forgotten already. I have always had March, 2001 in mind relative to "launch". Vodafone is much easier to track. I always go back here (Nokia Discovery) to check, then cross reference to the latest and greatest statement on the DoCoMo WCDMA site:

nokia.com

As Nokia says:

"But first, we pay a visit to Japan's NTT DoCoMo to learn how they are progressing towards a March, 2001 launch of the world's first GSM-based Wideband CDMA (Code Division Multiple Access) network"

If you haven't done so click on Mr. Kouji Ohboshi's picture on that page and read what he has to say, and then click on the concept third generation terminal for some real good GSMcentric historical information.

<< Full WCDMA early this year, seems to have slipped a bit as many of these do. 2002 and 2003 seem more realistic, no?

Who said "Full WCDMA early this year" and when did they say it? If me I apologize. What is "Full". Mr. Ohboshi has said "for the network deployment, we envisage a step-by-step approach" (starting in March 2001 and I think they will be lucky to make 2001 commercial launch although they are hell bent to do so).

For my purposes as an investor I am not real interested in WCDMA which is a generic term that will become somewhat obsolete once IMT-2000 standardization occurs, IMO. As a Q investor I am interested most in the standardized release of IMT-MC (cdma2000) Multi Carrier. This will not be in commercial operation much if any quicker than standards based "WCDMA". I am also interested in how Q can interact with the various "WCDMA" implementations.

For the short to medium term haul I am interested in how Q can get revenue stream out of the 2G/2.5G community.

<< Altho perhaps some non standard and data limited version may be rolled out this year or next for FUD purposes >>

I am not expecting anything commercial.

And Best as always, to you.

- Eric -
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