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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting

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Jan 16 3:59 PM EST

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To: mightylakers who wrote (26193)	8/29/2002 8:41:18 AM
From: Eric L	Read Replies (1) of 197272

Lakers, re: cdma2000 Release A << As a matter of fact. The main driving force behind the Rel A right now is, who else, the Koreans. >> Nothing unusual about the Koreans taking the lead in commercialization, and with Release 0 implementation well behind them they have the luxury of being able to focus on Release A and DO while the American carriers have their hands full with Release 0 implementation. Release A however has been driven by the full assembly of manufacturers and vendors, and I have to believe that the American carriers are pushing their vendors (which are for the most part American on the infra side) to complete commercialization of are Release A. << And the main reason is not that much on 307kbps, but rather simultaneous voice and data capability. >> ... and significant QoS enhancement. << Of course Rel A provides a little improvement as far as speed concerns with new type of Mux PDU, but the improvement is at best a little over 10 percent. The overall throughput will be pretty much the same. >> PCS CTO Oliver Valente has said on several occasions that Release A will take peak data rates from 144 kbps with Release 0 to 288 kbps and average rates from 50-70 kbps on PCS to 100 kbps. That's more than +10%. Are you saying that Valente's expectations are set to high? << On the U.S. side it is still not clear that when will Rel A in the play and there seems to be no one in a hurry. >> Sprint Chairman and CEO William Esrey of Sprint has said on numerous occasions that PCS will be upgrading to 307 six months after the 1xRTT launch this summer. Oliver Valente stated last November, and has repeated several times since, that "Sprint expects to make Release A capabilities available by mid-year 2003". Since he has to implement I can understand him being a bit more conservative than Esrey. Issues with Release 0 implementation aside, I suspect that the American carriers are going to be "in a hurry", PDQ. Best, - Eric -

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