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Technology Stocks : 3G Wireless: Coming Soon or Here Now?

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To: quick_thinking who wrote (179)5/26/2004 10:37:24 AM
From: Eric L  Read Replies (2) of 666
 
Ericsson, DoCoMo, & HSPDA

quick_thinking,

<< DoCoMo has announced for some time that DoCoMo is working on HSDPA and will introduce it during 2005/2006. I am not sure Ericsson has anything to do with DoCoMo's roll-out. Is Ericsson a leader or a follower here? >>

In my opinion, Ericsson is anything but a follower in any aspect of 3GPP 3G standardization or commercialization.

The HSDPA that "DoCoMo is working on" is an extension of 3GPP's 3GSM (UMTS) WCDMA.

HSDPA was introduced shortly 3GPP Release 99 completed (was functionally frozen) in early 2000, but it was developed as a component of Release 5 and is enhanced in Release 6 which should complete by year end.

Ericsson is one of several contributors to the standard that is in the early stages of commercialization, as is Nokia, Siemens, Motorola, Samsung, Nortel, Vodafone et al.

In the grand scheme of things, DoCoMo is simply an early adopter of the HSDPA extension of WCDMA and presumably is working with key vendors (including Ericsson) in planning for commercial introduction. Presumably their upcoming upgrade to 3GPP compliant WCDMA at the R99/R4 level (upgradable to R5) will be compatible with implementations elsewhere, although I still haven't seen anything specific on when and how that upgrade will be made.

Best,

- Eric -
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