SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 177.78-2.2%Jan 9 9:30 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Ramsey Su who started this subject3/26/2001 1:59:07 PM
From: foundation  Read Replies (2) of 197155
 
Holy wars by by Lynnette Luna Telephony, Mar 26, 2001


Say goodbye to the supposed harmony in the 3G wireless standards world.
The standards war is heating up again.

As Verizon Wireless and Lucent Technologies sat in one room of the Las
Vegas Sands Expo and Venetian Hotel convention center singing the
praises of CDMA 1XRTT technology and their three-year, $5 billion
equipment contract, Nokia conducted a simultaneous press conference
next door, questioning CDMA technology's migration path to 3G.

Timothy Eckersley, vice president of customer operations, North America,
for Nokia, indicated at last week's Cellular Telecommunications & Internet
Association Wireless 2001 conference that some CDMA operators are
regretting their choice of technology, citing CDMA's murky migration path
to 3G and more expensive intellectual property rights structure. Eckersley
also attempted to dispel the “over-hyped” myths concerning the spectral
advantages of CDMA technology. He said GSM is more spectrally efficient
because CDMA's advantages fade as more customers are added on the
network.

“On GSM and IS-136, there is a clearer evolution path to EDGE and
ultimately W-CDMA,” he said. “Because GSM/EDGE/W-CDMA share IPR
[intellectual property rights] there will be a larger variety of terminals….
GSM can allow our carrier customers to enjoy open competition rather than
being locked up in intellectual property. This allows operators to make one
technology decision.”

‘GSM can allow our carrier customers to enjoy open competition rather
than being locked up in intellectual property.’— Timothy Eckersley, Nokia

CDMA operators are migrating to 1X, or cdma2000, technology during the
second half of this year, adding 144 kb/s data services and doubling the
capacity of their networks. During the middle of next year, CDMA carriers
plan to offer megabit data speeds using 1X Evolution (EV) technology.
After this stage, the technology's migration path becomes less clear. The
CDMA Development Group (CDG) is trying to standardize another version
of 1X Evolution called 1X EV DV (data and voice), which will offer even
higher megabit speeds, up to 5 Mb/s. But the standard isn't finished.

“There is still more work that needs to be done,” said Perry LaForge,
executive director of the CDG (See exclusive video interview at
www.telecomclick.com). “The bigger issue is who supports DV. Is there a
broad carrier support? Some aren't as interested in it.”

Ironically, Nokia and Motorola together are pushing hard to make their
technology, known as 1xtreme, the defacto standard for 1X EV DV.
Motorola and Sprint PCS showcased the technology last week.

Qualcomm, chief innovator of CDMA technology, has been criticized for
making CDMA technology expensive because of the royalty fees it
charges. Today, it claims to hold the same amount of IPR to W-CDMA —
the GSM evolution path to 3G — as it does to today's Interim Standard-95
systems. Major manufacturers have signed deals with Qualcomm to license
W-CDMA technology, but Nokia says Qualcomm's claims are invalid.

And Qualcomm has ended its silence over 3G technology. After announcing
support for all flavors of CDMA-based 3G standards last year, it has
maintained its neutrality over standards. But chairman and CEO Dr. Irwin
Jacobs now touts the advantages of cdma2000 as it becomes evident
rollouts of W-CDMA technology in Europe will be delayed. Jacobs' son, Dr.
Paul Jacobs, executive vice president with Qualcomm, indicated last week
the technology's maturity will make cdma2000 handsets significantly
cheaper than W-CDMA handsets.

cdma2000 technology was the highlight of last week's show, as Verizon
and Sprint PCS each announced their intentions to be the first to deploy 3G
1X systems in the U.S. Both firms want to tout their migration paths and
dispel the myth that 3G networks are late everywhere.

“One could say there is a race,” said Charles Levine, president of Sprint
PCS (See exclusive video interview at www.telecomclick.com). “We'll get
there first on a national basis. We'll be deploying 1X through the rest of
this year and we'll have every single market the beginning of next year.”

Sprint PCS set out a four-pronged migration strategy. By early 2003, it will
enhance 1X's data capabilities to 307 kb/s through compression
technologies. In late 2003, it plans to deploy 1X EV, reaching speeds of 2.4
Mb/s. 1X EV DV deployments will follow in early 2004.

“At the end of the day, we'll spend less than $2 billion total on spectrum
and capacity,” said Levine. “I like my [3G] position.”

Verizon, which has been testing the technology in Princeton, N.J., also
announced it would deploy 1X later this year, introducing the first
commercial 3G system in the U.S. The company's deal with Lucent also
includes deployment of 1X EV technology (see story at right).

telecomclick.com
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext