Lakers,
<< Do you recall the signing of scores of contracts for 1x before Korea rolling out their networks? All they said was that at xx time they will do 1x etc etc. >>
Scores, heck no.
Scores haven't even committed to 1xRTT. I count 12 contracted and 3 trials.
Maybe that’s a gaggle.
Contracts to Samsung and el foldo Hyundai, absolutely yes. They were signed Q1 and or Q2 2000, and if you subscribe the right pubs you can find record of them, and their value. Meantime here is the initial SKT release:
3com.com.au
The KTF Hyundai deal with KTF was announced late August or early September 2001 if I recall. Perhaps it was earlier.
KDDI announced their 1xRTT contract with Motorola for an upgrade to their 800 MHz network on October 17th 2000.
Please show me similar for 1xEV-DO. I have not seen any.
<< Isn't the same thing happening now? >>
Are there any contracts, and if so are they for trials or commercial buildouts?
<< And now we have MSM5500 to back it up. >>
Yes. Good.
Do you expect any carrier to do a full scale commercial rollout with an MSM5500 on any scale? None of that fuzzy "commercial launch" stuff, please.
Perhaps phrased differently, do you look at the MSM5500 as the real McCoy, and a device/handset chip that anyone will deploy on a widespread commercial basis?
<< Remember once a time you were shouting the same thing about 1x handsets. And all the sudden from nowhere we are seeing 11 some different 1x phones. >>
I certainly do. I did that. That was back when Jacobs, Jacobs, Sulpizio, and LaForge, were saying "3G" is available NOW, and we had 1 handset (SKY IM-2300) in 20,000 quantity (eventually) for the 1st 4 months by SK powered by a non-3G by anyone's stretch of anyone's imagination, MSM5000 that was probably operating in IS-95B mode for the most part at that time.
<< See the pattern here? >>
Yes I do. Do you? <g>
<< The biggest difference between Qcom and others is that Q don't sell vaporware. >>
Well, when Motorola announced the KDDI contract, 1xRTT was a tad vaporous wouldn't you say?
Qualcomm has my permission to get a signature for vapor on a formal contract at any time.
And somebody was trying to sell somebody that the MSM5000 "Trial Platform" was 3G. Now your not gonna try to do that to me are you?
<< For some reasons, the Koreans are not "hyping up" their 1x networks. >>
And for that I give them credit. They should be proud of what they have accomplished, of their 400,000 subs, their objective to have 3 million subs by end of year, and I expect that by end of year they will solve their handover problem, relatively completely stabilize their networks, and early next year move on to the MSM5100, and some differentiating services.
<< Now I want to see whether SKT can have HDR up and running at world cup or not. >>
I don't see any reason why they can't. I'm betting on it. Maybe KTF as well.
Minister Yang will not be happy if his "uneven level playing field" is still even.
Korea has been a marvelous test bed for CDMA. Their carriers and vendors have been willing to act as early adopters and take CDMA products through commercialization.
In any situation like this, I am always concerned that the network, even if deployed on a small scale, be sufficiently stable to successfully support a highly visible implementation like the World Cup will be.
This will be great exposure for 1xEV-DO - hopefully it goes well.
<< If they do then they can not keep the good news under the lid anymore. >>
I'm an investor. When we start shipping MSM5500's (or more likely MSM6500's, unless we invent an MSM5505, by the millions, and when I say millions, I mean millions, then we can hoist a cold one together - maybe two or three cold ones. <g>
<< And then we saw Koreans keep on whining about the royalty they paid to Qcom. >>
Now that is another interesting story.
As I say, I'm very pleased to see the MSM5500 out the door and sampling. Rome was not built in a day.
- Eric - |
