carranza2,
<< I think Q may be deliberately giving the Cabal a dose of its own medicine. If no other manufacturers are able to come up with workable WCDMA chips within the appropriate time frame, well, let's say that the Q is in no rush to help. >>
QUALCOMM to save the W-CDMA Day!
QUALCOMM to do CDMA WITHOUT the "5 Principles"!
ROFLMAO!
That was funny over on the Q thread ... it is absolutely hilarious over here.
Since I hold both, I read both, and I always wonder about the proselytizing redundancy that caries over here ...
Must be your day to do missionary work over here on the dark side. <g>
Have you found any converts?
Have you posted this to the TI, Phillips, and Infineon threads?
This is the Nokia thread, in case you are lost, ... you know that "Scandinavian company", with the credible CEO, that Dr. J referred to on Analysts Day, that plans to deliver 3G handsets Q3 2002 ... with a W-CDMA chip inside ... multi-mode.
<< no WCDMA chips are in market from other manufacturers, as Dr. J. predicts >>
You know, I've heard a lot of Dr. J's predictions over the years ... not all have been, how shall we say, ... "commercially viable"?
He has always shifted gears smoothly though.
Back in November he was showing W-CDMA on a slide that said "commercial availability 2003 ???". Of late the "commercial availability 2003 ???", has given way to "not commercially viable until 2004 ... or 2005".
Of course the same slide showed 1xRTT as commercially available Q3 2000, which goes to prove if you have half a dozen handsets of a single type, from a single manufacturer, with a trial chip compliant with a phase ZERO (non IMT-2000) standards release, and some infra available from a single manufacturer, and a press release saying a network is about to launch, then "commercial availability" is NOT hard to achieve.
Dr. J is big on commercial "abilities" and what he now needs to worry about, on behalf of us shareholders, BIG TIME, is commercial INTEROPERABILITY.
He best refer to his own slide (which he presented MUCH more effectively than Rich Sulpizio did a month earlier) called "Development Process for Any New Wireless System". Might affect his lead time from sampling to commercial delivery of the SPINco MSM6whatever ... it is one thing to develop a chip to a proprietary (open) standard that you are the proprietor of, and have developed the technology for, before you developed the (YUK!) standard, in an environment that has never focused on network to network interoperability, or roaming ... and it is another to develop to a committee based standard, in an environment that lives and dies by interoperability, and voice and data roaming.
<< However, the Q's CDMA2000 stuff, with all the bells and whistles, will be out substantially earlier. >>
GREAT! I'm still waiting for the Phantom MSM3300 MSM5100 (that keeps inching right on the roadmap) to sample and sure am glad that the MSM3100 based MSM5105 they slipped into the lineup in September sampled "on time".
<< The financial imperatives imposed upon financially strapped European carriers and manufacturers by a workable overlay could, within the term of a year, result in defections and the breaching of the hitherto unbreachable European fortress. >>
Good to start with a cross modal standard for that overlay.
Then find a prospect ...
Maybe VOD? Heck, they had the first CDMA overlay of a GSM net. Probably know more about the comparative advantages of CDMA than any other GSM carrier in the world ... on the board of CDG ...
Then find someone to commercialize it ... LU? MOT? NT?
Dig up some vendor financing ... LU? MOT? NT?
<< the Cabal's gig might well be up. >>
The GSM Cabal
* GSM Association total members (March 2001) - 525
* GSM Networks on Air (January 2001) - 392
* GSM Countries on Air (January 2000) - 162
* GSM Roaming in 162 countries
* GSM Total Subscribers - 456.7 million (to end of January 2001)
* GSM SMS messages SENT per month - 15 Billion (to end of January 2001)
* GSM accounts for 70.6% of the World's digital market and 63.9% of the World's wireless market
* GSM was 2nd "fastest growing" technology in 2001 (TDMA first), and then came ...
* 3GPP the "Global Initiative"
The Cabal's gig is up!
Somebody said that last year.
The law of big numbers will get em!
GSM is toast ... 480 million slices of toast.
Only God can hit a one iron.
Only QUALCOMM can make a CDMA chip.
Pardon the rant ...
I'm still in a foul mood, because Tero may be lurking, and in my lifetime, I never would have guessed that both TDMA and GSM would have grown faster than CDMA last year. Must be those VOD prepaids ...
CDMA added 30.34 million subs and GSM added how many ... 171 million ... 5.6X CDMA adds ...
CDMA needs a Cabal! Soon!
To heck with a Network Effect ... we Qualcommers need a Cabal Effect!
Best,
- Eric - |
