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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 170.90-1.3%Nov 7 9:30 AM EST
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To: Perry LaForge who wrote (20067)12/19/1998 10:14:00 AM
From: Keith Feral  Read Replies (1) of 152472
 
Perry: Up until I reread the Bell Atlantic decision to implement CDMA2000, I thought BAM was simply committing to 1xRTT. After rereading your posts and several CDG reports, the light became much brighter.

1) cdma2000 is more than a technical specification to rebut WCDMA.
2) cdma2000 has already signed up at least 1 customer - BAM.
3) cdma2000 runs at the existing chip speed in a 5 MHz channel - 3.68 Mcps.
4) 3G CDMA will be deployed in the US in 1999. Not just the 2.5 G offered by 1xRTT.
5) WCDMA does not work at the chip speed they initially designed. The ERICY claim that higher is better is a falsity.
6) 9 US carriers sent a letter to Congress urging convergence to a single chip rate that would protect their investment.
7) Asia & Europe carriers just signalled they are willing to continue path to convergence. They are beginning to acknowledge the 4 pts that you mentioned.

All of these observations are very simple. However, I think it helps to put them together in a list to see where everything stands.

Why isn't there any product information on cdma2000 from any of the CDMA vendors? What about 1xRTT? Actually, QCOM has some information on GSM CDMA overlay.

I believe that the reason WCDMA has been received by Asian & European carriers is that they can go to the Web Page for ERICY and see the information on WCDMA. As you mentioned, they don't know it is still a spec.

I hope that when I look at QCOM's Web Page under infrastructure products next year, I will see a portfolio of different CDMA techniques - IS 95B, 1XRTT, CDMA GSM overlay, CDMA2000.

Thanks for all of your support.

Regards,
Keith
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