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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: slacker711 who wrote (10692)3/13/2001 9:21:34 PM
From: MikeM54321  Read Replies (2) of 12823
 
slacker-

"However, most of the world's current GSM operators have comitted to W-CDMA as their 3G technology of choice."

Again being somewhat ignorant when it comes to mobile wireless, is this commitment binding? Could some other technology come along that would not require a GSM operator to be forced to do a forklift upgrade to rollout W-CDMA?

"Nokia (the most conservative of the W-CDMA proponents) expects 6% of the handsets sold in '03 to be W-CDMA."

IMHO, it's just not going to happen. 2006 is a more likely timeframe. Mobile wireless users will have plenty enough bandwidth in the 2G technologies. So what will drive a push to 3G (customers willing to pay) just won't be there until 2006. But it's just my opinion only.

"Qualcomm will receive arround 5% of the manufacturers sale price of the phone as a royalty ($500m-$600m)."

How did they swing a deal like this?? I thought the patents only covered chipsets. I recall the current CDMA chipsets put in licensed phones to be around $6 per phone. What expertise did Qualcomm license for manufacturing a 3G phone beyond a chipset?

"The other half of the equation is chipsets. Currently, Qualcomm has a marketshare around 80%. This will inevitably fall with the introduction of W-CDMA"

I thought chipsets was 100% of the equation. Anyhow, why will it fall with the introduction of W-CDMA? I'm not following even though it may be obvious.

"If it does not, they will need a roll-out of 2G CDMA in China/India to support their growth."

Again excuse my ignorance, but I'm assumming you are referring to CDMA2000. Is this similar to a GPRS upgrade(non-forklift) to a GSM network. Or does the CDMA network have to undergo significant upgrading to achieve 2G? If so, is this 2G network fully compatible with a 3G or will an operator have to tear up a 2G network to deploy 3G?

"Hmmm....even with the length of this post, I am not sure that I am really answering your question."

You have addressed my questions quite nicely and it's much appreciated and a nice conversation to help understand the path to broadband mobile wireless. Thanks. -MikeM(From Florida)

PS I had forgotten that handset debacle they got involved with in a JV with Sony(I think). And I also forgot they sold it. I knew when I first read that PR about producing phones that it would be a mistake. QCOM's expertise was not in manufacturing, it was in technology.
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