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Technology Stocks : Ericsson overlook?
ERIC 9.505+1.1%Nov 25 3:59 PM EST

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To: Raymond who wrote (3182)4/27/1999 3:50:00 PM
From: Maurice Winn  Read Replies (1) of 5390
 
Raymond, please tell us the chip rate which will be used in the NTT system? I realize you are making an idle boast and they are always fun to do, but some people really do think that W-CDMA is going to be significantly different from cdma2000.

It might be significantly different in functionality as far as the subscribers are concerned. But as far as manufacturing is concerned, there won't be any technical differences which make cdmaOne incompatible with W-CDMA.

For example, if NTT build a 4.0xx chip rate, concatenated and convoluted Reed-Solomon coding with a weird synchronisation method, they'll have a spot of bother. Yes, they will be able to point out to their subscribers that they won't be able to roam to the USA, which will be an advantage according to NTT and Naked King Ericy, but it seems like a big drawback to me. They say that the handsets can be multimode, which means extra chips, power consumption, size, weight and cost, which also seems silly. Maybe the chips can be combined after a while, but it is still inefficiency.

Another disadvantage will be that Globalstar customers visiting Japan, or living there, won't be able to sign up to NTT because Globalstar handsets won't be compatible. They'll have to sign up with one of the cdmaOne/cdma2000 providers. Initially, the subscriber numbers won't be enough for NTT to worry about, but that book which Caxton and Mardy are talking about probably says that such an attitude is how the giant companies get destroyed. They ignore silly little fancy new technologies which have got a glitch, such as a big handset in the case of Globalstar, short battery life. They assume those glitches will keep the competitor insignificant.

By the time they wake up, they are on their way to the liquidation auction.

It's not too early for me to tell either. I was more right than you on CDMA overall. You were totally wrong, though you did understand that there seemed to be something called CDMA - but Ericy owned it, not Qualcomm. It's not that you don't know things, it's just that what you know isn't true. Gloat, gloat, gloat!

Watch for some serious compatibility between W-CDMA and cdma2000 with the chip rate leading the charge.

Maurice

PS: Oh, yes, there are some advantages for NTT if they go with a VW-40 type W-CDMA, with weird chip rate, synchronisation and coding. For example, the data rate will be the same as cdma2000, but the coding won't be as good. No, hang on, those aren't advantages. Umm, the advantage to NTT is that, um. They'll be selling a dead end form of CDMA? Nope, that's not good either. Can anyone say what the benefits actually are? This is confusing. Has anyone got any suggestions on why W-CDMA subscribers will be happier with that than cdmaOne and cdma2000 from the competitors?

I think Lucent will make W-CDMA look very much like cdma2000. Anyway, how come the great Ericy isn't the one doing this? NTT and Ericy were supposed to be buddies.
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