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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Eric L who wrote (27258)7/4/2000 7:31:28 PM
From: gdichaz  Read Replies (1) of 54805
 
Eric L: Thanks. Very comprehensive.

Trying to understand this, is an iterative process. Hope the G&Kers patience holds. Suggest those who are not interested in the CDMA 3rd gen upgrade path skip.

Curious as to when this was actually written for Ericsson and how keyed in the author is to mainstream Ericsson (European) knowledge. Seems like Ericsson is still operating as if the San Diego branch is an Ericsson stepchild whose adoption is not complete.

So I assume this represents Ericsson San Diego thinking only.

As usual, it is difficult to track the standards approval process and the chip design and delivery process and distinguish between them. This leads to confusion.

Seems like this is saying that the 3X standardization process should be completed "early"[sic.] in 2000.

That is separate and distinct from the timetable for 3X chips and therefore the possibility of commercial operation.

So still unclear on 3X timetable.

As you say, HDR is not covered, so there is a missing piece.

Note: "most infrastructure can be evolved from cdmaOne to cdma2000 1X and then cdma2000 3X or DS-41 with minimal hardware and software upgrades"

While cryptic and obscure, I read this as indicating that cdma2000 1X is designed to permit migration to cdma 3X or WCDMA (DS) . And that either path requires minimal hardware and software upgrades - i.e. easy and cheap.

Or to put it another way, anyone who currently is using CDMAOne or plans to adopt CDMAOne, has the flexibility to migrate to CDMA 2000 1X and then have the option of going either to CDMA 2000 3X or WCDMA (DS).

And if the harmonization effort to make it easy to roam from CDMA 2000 3X and WCDMA (DS) bears fruit, then the choice of one or the other is does not lock in the operator to an "island".

The point is that anyone who wishes to eventually end up in WCDMA (DS) can get there as a practical matter from CDMAOne through CDMA2000 1X. So the implication is that a "greenfield investment" (read China for example) need not be put off since the path is clear and relatively simple to either 3rd gen "flavor" CDMA2000 3X or WCDMA (DS).

Whether 3X as described covers both MC and DS is unclear.
Perhaps as you suggest, the DS reference reflects an emulation.

Some thoughts, but the fog is still thick.

Best.

Cha2
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