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Technology Stocks : Nokia (NOK)

NOK 6.365

-2.3%

3:59 PM EST

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To: carranza2 who wrote (17073)	12/5/2001 11:05:15 AM
From: Eric L	Read Replies (1) of 34857

c2, re: A hint a day ... << LMAO! ... questioning whether W-CDMA would benefit from being Synchronous as opposed to its current Asynchronous architecture >> There is an innocent born every day. "QUALCOMM management ... hinted Hope springs eternal ......... ... in every Qbirds breast every time management "hints" something ... ... and whines about the changing nature of the standards which is what they better adjust to if they want to play in the sandbox of open committee standards that they don't control, rather than deal only with the proprietary open standard that they do control. Hint. If they would just do it OUR way ... ... we would have strategic control of something other than our niche market. I give "QUALCOMM management" credit for one thing (actually many things, but one in particular) and that is that they recognize the significance of architectural control. << You are far too innocent. The asynch. mode was part of the differentiation initiative which some thought would avoid Q's IPR. >> Innocence is bliss. IP avoidance and architectural differentiation aside, I assume that you are aware that there is a very specific functional reason for an asynchronous mode of operation in WCDMA, just as there is a functional rationale for authentication with a removable physical token. Hint. Wireless systems do not just have to function in the desert. Similarly there is a functional reason for every differentiating characteristic of UMTS. << Looks like UMTS will look a lot like QCDMA >> Once again, innocence is bliss. QCDMA will eventually look a lot like UMTS as we evolve to an all-IP RAN and 3.5G. Harmonization will force that and the tail does not wag the dog. There will still be significant differentiation between the 2 primary technologies, and from a consumer (and investor) point of view I happen to think that is healthy over the long term. - Eric -

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