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To: DaveMG who wrote (140)	7/16/1999 8:01:00 AM
From: Clarksterh	Read Replies (1) \| Respond to of 426

Press Release on roll out of CDMA-2000: exchange2000.com Clark

To: DaveMG who wrote (140)	7/17/1999 8:36:00 AM
From: DaveMG	Respond to of 426

Mq CDG Internet Bcast Summary Part 2 CDG Internet conference continued At this point, Qualcomm had hit a new all time high of $159, which I pointed out to the question receivers, [which they might have found interesting and passed around]. They started answering on-line questions from viewers. Irwin went on to discuss China [I missed the question] and Unicom. He said the political question is important and hoping these don't get in the way in China. Companies in China will be springing up, watching to see how fast it will go [Ed: I guess it won't hurt having $650m in kitty next week to spring some companies up!!!]. Lucent guy on China - very dynamic market, 1m subscribers per month. Very high CDMA demand expected due to capacity demand. Lucent put in one base station and covered 45km and he was pleased with how quickly they can get coverage. Then the poll result [not much use and missed it]. Talk about the need for high data rate, viewers of the conference expect wireless video by 2003 [41% expected that]. The chart made viewers choose somewhere between 2003 and 2007 so they aren't thinking in terms of next year. Craig Farrill thought 2003 should be aimed at. Runaway growth rates so expect pressure towards early improvements. Irwin said video streaming has been demonstrated on HDR. Pricing and where the demand is are important questions. SOHO markets important too. A question came in on timing. When will 3G be deployed in USA? Telstra is doing a trial. Craig said trials later this year on a number of services. USA has a different frequency band so can go in to trials easily, early next year or late this year. Multimedia would be 2001 time frame. Very dependent on individual operator's plans. Testing and trialling in the next few months. Lucent agrees on time frames. Evolution of chip sets is going well. Interoperability testing continuing. Close-to-commercial trials starting later this year. Irwin said, developing 1X chip which can drop right in to support additional stuff. Technology trialling going ahead - very strong pressure from operators to move quickly. Voice is driving it to get capacity. A question on how would services be used in a car = telematics market. [A new word to me, which I guess we'll see a lot of]. Craig said voice control of devices while driving. Higher speed links and many different formats will be available. 93-97% of traffic is voice. Need to get costs down...blah, blah, blah. Irwin did a damn good selling job. Mostly the conference was boring technical, history and the old stuff. Irwin leaned into the camera a bit and was pretty firm about some stuff. He said that 1X will be way ahead of Edge, telling operators to not goof around [my words] and ensure they should go sooner and go with 1X rather than wait for Edge. Lucent had raised Edge. Irwin wants 1X higher data rates and soon. They discussed spectrum, which I snoozed through. Irwin was back on telling people to get the best quality and the lowest cost. Selling his stuff. [Ed: Yeehaaa!! Go Irwin, who I thought was by far the most impressive though Craig Farrill obviously knows his stuff. Irwin is on a mission. The rest seem more like people doing a great job of what they do. Irwin was selling it. I have no idea where people get the 'lack of charisma stuff' which has been referred to previously. Sure, he is not a noisy obnoxious, show off, charismatic little boy, but he is very intent, focused and going to achieve guy with the wherewithal to do it]. Then our buddy Caxton had a question. He can cover that [I didn't get the question anyway, since I was distracted]. Dan asked: Do you think most will wait for 1X or will 95B be used? Lucent said each service provider is going at different speeds. Availability of devices and what they are trialling is varying. Don't really know, but it is all going quite quickly. Irwin though there will be 95B before 1X and in Korea there is some preparation for it. [I think he said Japan too.] From that, operators will watch carefully and then push for 95B. Everyone wanting to get to 1X as quick as possible, but in the interim, there is competitive advantage to go 95B. Craig said, in densely populated areas, get good equipment, but in outlying there is the older stuff. [Ed: Meaning rollouts are tricky I think]. Korea looking more towards 1X. Irwin said 95B and 1X both. Japan maybe first. [To be continued. Will HDR be rolled out in China or will they go direct to multimedia? Will Ericy be a winner in CDMA? Just how long IS a hagfish? Does the hagfish get the girl? Find out in the next installment.....]

To: DaveMG who wrote (140)	7/17/1999 8:38:00 AM
From: DaveMG	Read Replies (1) \| Respond to of 426

CDG conference continued Next question; how will there be enough bandwidth? Craig - services delivered on a best-effort basis. Voice has no delay. Might have half second delays or two second delays for data. That allows for more efficient queuing of the packets. Need to get them in the right order. 2Mb tomorrow is vastly cheaper tomorrow than the next 80 seconds. Need to ask customers how quickly they need the data - give discounts for delays!!! [Ed: The exclamation marks are mine. The percipient among you will have realized that about right there my ears perked up no end. Yes, he was talking about variable pricing to get subscribers to use the network at the best time, boost capacity by spreading the load, improve services and make more money]. Irwin said need to share wideband carrier, voice and data. Can't optimize both. Not much experience yet so need to learn on this. HDR is the initial effort. Operators need to work out how to do this, ie balance voice and data. [Ed; seems this is quite a tricky thing to get right and is vital to make the networks optimal]. Then they gave a poll result. How much will be data by 2003? The viewers said 47% or something like that. I voted but had no idea, so that shows you what the viewers know and what the poll was worth. Next question. Is this 3G a technology looking for a market? Craig said they have to get the costs down. There is demand. They need to get away from minute pricing. They will bill by data transferred. [Ed: More pricing stuff and it seems they are right on track to price it correctly to maximize utility and profit]. Lucent said 14.4 is much too slow though it built the internet. The speed people will demand is uncertain - how much will they pay for? The pipes and access are limiting now. The technology is behind demand at present. [Ed; I agree with that, I want fibre and will pay heaps. Also WWeb and Eudoracoin but they didn't answer that question]. Lucent continued that they have no idea on the full demands people will make. Internet is a big one, but the technology is holding things back. Irwin said, most mobile users mostly will use voice, but it will be a computer. Mostly little data in mobile, but some applications will be wanting more data. For example maps. Maybe at an airport. Spectrum is limited, but low cost basestations as people move out of wirelne will expand the use of spectrum quite economically. Next question. Re Operator's Harmonisation Group, how much interoperability will there be between the two systems? Craig was optimistic that the technology will be a global standard. The internet is a good example of a common standard. There are few others. He gave a few such as electricity [different voltages] and most things are different standards. [Ed: He really wants a global standard so I guess the hagfish crowd will be having to justify any weird parameters in the VW40 specs with something better than 'We thought that this would mess you up, annoy you and make your life more difficult and cost you money for no reason other than it might protect our market a bit'] Dave [Lucent] said about 70% of subscribers were represented and 80% of manufacturers. Commonality across modes is being driven. Maybe across bands too. Good progress was made on harmonisation. Irwin, leaning again towards the camera and speaking with emphasis said he is skeptical on some of these things requiring many groups to work together. Some resistance is still in the harmonisation process. Standards are NOT complete. Testing continues, lessons are being learned. There is room to bring things together. Going to 3.84 chip rate for example, which was a good move [Ed: by the VW40 crowd]. Also, code division pilot, to bring together. Modes will be different, but a lot easier to get devices which will cover it. Perry said standardisation bodies now have to integrate a single standard with multiple modes. Then, they picked your correspondent's question [actually Clark's - they ignored mine about Eudoracoin, cdma2000 in space and something else]. It was how much extra cost is there in producing a multimode ASIC and handset? Irwin answered. [Ed: and this was a VERY weird feeling, having just asked a question, to have Irwin looking down the camera straight at me, answering the thing, with Perry La Forge having just used my name and recognized it from 'the internet', at 6am in the morning having been awake since 4.30am, while I'm at the puter, which is normally a dark-cave and private experience. It made me realize how powerful this WWeb stuff will be when it is in full bloom. Imagine you will be able to chat with your buddies, Mum, girlfriend or, yes, he'll be there too, BOSS! wherever you are. It will feel VERY immediate. It will sell billions. It is NOT a technology looking for a market.] Anyway, Irwin said that the chip will pick up the mode internally, going through the architecture and they can support these multimodes in a reasonable cost. Chip cost is relatively small. Quite a bit of software behind the ASIC to go with one mode or another. Not much percentage difference in cost. Dave added a bit more... And that, folks, was that... In summary, here comes cdma2000, slowly but relentlessly, Edge is Toast, p-----g is going to move front and centre and it will be time dependent and subscriber need dependent, 3G is heading for fairly good convergence sufficient to work on a single ASIC with some software backup. Globalstar Constellation2 will be mostly voice only, with Teledesic being the data route for Globalstar subscribers [I reckon since 144 Kbps is too slow].