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Technology Stocks : CDMA, Globalstar versus Iridium, Inmarsat, etc.

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To: Richard F Uzelac who wrote (147)6/12/1997 10:31:00 PM
From: Maurice Winn   of 381
 
W-CDMAOne. The next CDMA standard is now being squabbled over. The IS-95 crowd insist on backward compatibility. Ericsson and DoCoMo are wanting a brand new B-CDMA, presumably to escape from the clutches of the dreaded Qualcomm.
wirelessweek.com

The next constellation of Globalstar should be W-CDMAOne or they will get some unhappy customers. Since Globalstar is going to be full before 2002 [say I], which is the earliest they would be able to get W-CDMAOne fitted into another constellation of Globalstar, it looks as though they are going to have to fire another round of satellites up based on the old CDMA type. No big deal since demand is going to require it anyway. The third constellation in 2002 or 3 can be the W-CDMAOne.

I hope Globalstar are booking a lot of satellite launchings for the next 5 years.

Perry LaForge of CDMA Development Group: "The approach is to use the same kind of system we're using for voice and add the ability to draw upon broadband services. We think this is very important because we have a broad footprint of countries that are going into CDMA."

Eugene Delaney of Motorola's Japan Cellular Infrastructure Division:
"Backward compatibility will be crucial, particularly for Japan, where the company won multibillion-dollar contracts with operators Nihon Idou Tsushin and DDI to supply CDMA cellular equipment in what has been described as the largest cellular contract ever concluded.

The defining difference between what we believe is in the best interest of a global standard and what DoCoMo believes is that there ought to be backward compatibility. With the number of countries, the number of operators and the number of subscribers now involved in IS-95, you can't ignore that population.

It now appears that there will be several third-generation standards, but we still believe strongly that there's an opportunity to refine the wideband specifications of DoCoMo so that it does take account of backward compatibility. We don't want to see a specification again created which may have very good attributes but is deficient in an area that would create a global standard."

Supporters of the common wideband approach say that the outlines of the third-generation specifications could start to emerge around the middle of next year, with a finalization of the standards by 1999-2001.

Getting a bit late to fit it into Globalstar - but work can get underway well before that ready for a launch in 2002.

I see no reason why data can't form part of later Globalstar developments. Is there? Would it be better to rent space on Teledesic or Motorola's system if Globalstar customers want data provision? Sounds as though it should be all part of Globalstar to me.

Never mind, there will be enough voice to go on with for now.

Rick, I see, as predicted, that you wrote yesterday what I suggested tomorrow. Thanks for the nice comments.

Joe, Dow 7711!

Maurice
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