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Technology Stocks : Nokia (NOK)
NOK 6.620+0.5%Dec 26 9:30 AM EST

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To: tero kuittinen who wrote (5230)6/4/2000 11:48:00 AM
From: JohnG  Read Replies (1) of 34857
 
The King has no clothes!!
JohnG

carranza2 who wrote (11467)
From: Clark Hare
Sunday, Jun 4, 2000 11:30 AM ET
Reply # of 11473

First confirmation from within the DS camp that Japanese rollout is really a trial:

ragingbull.com

This comes from a reliable poster on the IDCC boards after a talk with the CEO of IDCC after their recent
Annual Shareholder Mtg.

Key points:

1) Japanese 'rollout' will be with Brassboards in order to allow for changes. Brassboard is terminology used in
the RF engineering world to refer to non-production test units built to verify design and to allow ease of
modification. Almost by definition RF brassboards even include some 'customized' FPGAs which allow the the
designers to rapidly change circuitry. These FPGAs are often referred to by their manufacturers (e.g. Xilinx) as
'ASICs', and this allows the users (e.g. NTT) to claim that they have ASICs. But they are not real custom ASICs.
The same ASICs might be used from everything to DS-CDMA to MC to satellite terminal RF applications. They
trade reprogramability of the circuitry for very high power draw and slow speed. Although I have always
predicted that this is approximately what DoCoMo meant when they said 'rollout', it is always nice to have
confirmation from within the camp. To repeat what I have said before, I would expect real rollouts of DS to be
at least 1 to 2 years after Japanese 'rollout' while I expect MC-1X to really rollout 1H next year.

2) If you trace backwards from the above post, Japan apparently still claims that their version of DS is not
European, but uniquely Japanese. There are probably still some political battles happening inside the
standardization process. I don't know what this means for the DS spec which was agreed upon last month, but
I'd expect this to continue to slow up deployment and universality (the latter of which is supposed to be the
great thing about DS).

As usual, the IDCC posters are great information hounds.

Clark
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