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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (38388)	1/25/2001 8:56:31 AM
From: Eric L	Read Replies (1) of 54805

re: QCOM: Ericsson & cdma2000 (Value Chain) To date Ericsson has been a somewhat passive member of Qualcomm's value chain which is surprising since they purchased Qualcomm's infrastructure unit in March 1999. It should be noted however that Ericsson and Qualcomm seem closely allied in 3GPP2 standardization efforts, while Nokia and Motorola seem closely aligned on a parallel cdma track ... at least that's my observation. Positive news however, here .... Message 15240160 This particular clip is interesting (and not surprising to me): >> [Ericsson's] "Results so far were described as encouraging with data rates reaching the required 2.4 Mbps and voice capacity 60% increase on IS-95 systems. Ericsson was keen to stress that the voice capacity increase is a cloudy issue, whilst cdma2000 1x boasts a 100% increase, CDMA itself as a technology claims to have no capacity limit. In reality the network set-up, configuration and component efficiency all contribute to this. Hester indicated that it would be much easier to reach 100% capacity increase out of a poorly set up cdmaOne network than one that is running at its optimum." << This is probably realistic and not at all shabby. Assuming that a cdmaOne network is (on average) 3x as efficient as a GSM network (voice capacity, not data) and voice capacity can be increased 60%, cdma 1xMC can theoretically offer almost a 5x voice capacity advantage over GSM. The GSM network has to make a W-CDMA migration (and associated spectrum migration) to get to that capacity or beyond. Advantage CDMA (whatever flavor). - Eric -

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