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Technology Stocks : Qualcomm Incorporated (QCOM)

QCOM 165.03

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To: kech who wrote (22087)	1/28/1999 12:53:00 PM
From: Ramus	Read Replies (3) of 152472

Tom, multiple chip rates means that Japan ARIB W-CDMA proposes to have 4.096MCPS and 1.024MCPS and multiples thereof. The CDMA-2000 proposal is based on what is known as 1XRTT. This is the IS-95 chip rate of 1.2288MCPS. The proposal also states 3XRTT or 3.6864MCPS. The ETSI UTRA W-CDMA proposal calls for one single chip rate of 4.096MCPS. Or their non-compromise of 3.8MCPS or whatever? So, as I stated Japan ARIB W-CDMA and CDMA-2000 both support multiple chip rates although these chip rates are different. It is by now well known that there is no technical reason for these rates to be different so in that sense it would be very easy for the Japan ARIB W-CDMA proposal to adopt the chip rate scheme proposed in CDMA-2000. <does this just mean they are being flexible on the proposal but will eventually converge on one or do you see this hybrid approach as a way to solve the impasse?> I think the Japan ARIB proposal is a further extension or superset of the ETSI UTRA W-CDMA proposal. But some of the things they have put in lead me to believe that they are positioning themselves for various possible outcomes. For instance, I said that the proposal supports synchronous signaling on the forward link. This is compatible with CDMA-2000 and obviates one of Qualcomm's points of contention with the ETSI UTRA W-CDMA proposal. I didn't tell you that the ARIB proposal also supports asynchronous signaling on the forward link, which is compatible with ETSI UTRA W-CDMA. So in this instance I think they are making ready for two possible outcomes. Also, I have wondered before if this Japan ARIB proposal was done precisely to be a face-saving mechanism for W-CDMA in general. Or as you say Tom, "a way to solve the impasse". Japan ARIB W-CDMA could be the proposal which makes the needed compromises and emerges as the new W-CDMA for 3G which just happens to be backward compatible with IS-95 and GSM systems. And happens to be a proposal that Qualcomm could provide IPR on fair and reasonable terms for. As April approaches it is interesting to watch what is unfolding. Nerve wracking too! Walt

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