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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: Clarksterh who wrote (1690)9/19/1999 12:13:00 PM
From: John Biddle  Respond to of 13582
 
There is no standards organization which controls the conditions under which units are tested for 'standby time' and 'talk time'. Battery size is only one of the issues; others are cell size, unit mode (which kind of standby does the operator use), ... . The bottom line is that I wouldn't take the numbers given in unit specs as better than a very broad ballpark estimate.

A ballpark was all I was expecting, given the issues you point out. Even if off by a factor of 2, though, a 500 hr standby time is prodigious.

CDMA has never been better than GSM on an equipment cost per channel, and this is not likely to change in the near future. (Thus do the Tero's of the world continually harp on it) CDMA is inherently significantly more complex than TDMA and GSM has greater economies of scale, so this should hardly be a surprise.

Not surprised, just taken aback by the size of the purported savings. 30% on 100 Million phones (memory may be bad here) w/ASP of $100 (swag since CDMA ASP=$200) would be $3 Billion in new savings.

And thanks for the info on # of base stations, land costs, etc. More data would also be appreciated.

from original PR: Direct conversion technology reduces cost, component count, and power consumption, yet is also able to address emerging standards such as EDGE (Enhanced Data GSM Environment), GPRS (General Packet Radio Service) and 3G (Third Generation Cellular).

I guess I read this wrong the first time. I thought they were making the new medium data rate available prior to EDGE & GPRS, but on re-examination it probably means that they can provide the size and cost improvements they tout without getting in the way of benefits from planned EDGE & GPRS upgrades.

Thanks



To: Clarksterh who wrote (1690)9/19/1999 10:27:00 PM
From: slacker711  Read Replies (1) | Respond to of 13582
 

Here is a chip announcement that applies to Qualcomm....It was posted on the other thread but I was hoping to get some analysis here.

DSCP-Chips>

9/17/99 - DSPC to offer cdma2000 chipset -- Korea to be first to deploy new technology, with U.S. not far behind

Sep. 17, 1999 (Electronic Buyers News - CMP via COMTEX) -- Silicon Valley- Looking to address an emerging segment in the
fragmented cellular-phone market, DSP Communications Inc. this week will announce a chipset for third-generation (3G) handsets.

Called the D5441/D6011, DSPC"s new chipset is designed for handsets based on the cdma2000 standard, one of three digital-cellular
protocols vying for dominance in the 3G market.

The chipset enables OEM customers to get an early jump in developing their cdma2000-enabled products, according to Arnon Kohavi,
senior vice president of strategic relations at DSPC, Cupertino, Calif.

"We believe that the cdma2000 standard could get deployed by late 2000 or early 2001," Kohavi said. "Korea will be the first nation that
deploys this technology. In the United States, Sprint and Bell Atlantic have also indicated that they will deploy cdma2000 by that time
or so."

Other worldwide carriers are moving toward 3G, which is expected to unify the current digital-cellular standards-CDMA, GSM, and
TDMA-under one technology umbrella.

To date, however, 3G is split into three competing and basically incompatible camps: wideband-CDMA (W-CDMA), cdma2000, and
UWC-136. Qualcomm is leading the charge for cdma2000, while Ericsson, Motorola, Nokia, NTT, and several others are pushing
W-CDMA. The UWC-136 standard is an upgraded version of TDMA.

Despite the market fragmentation, global sales of 3G-enabled handsets are expected to grow from $1.5 billion in 2001 to $9.2 billion in
2005, according to Forward Concepts Co., Tempe, Ariz.

Consequently, DSPC and other wireless-chip makers are hedging their bets and developing products for all 3G segments. "We have no
choice but to back multiple standards," Kohavi said.

Last year, DSPC rolled out a chipset, the D5521, that supports W-CDMA. And this week, the company is addressing the cdma2000
market with its D5441/D6011, a single-chip device built around the ARM7TDMI family of 32-bit RISC chips from ARM Ltd.

The chipset integrates the so-called TeakDSPCore, a recently introduced digital signal processor core from DSP Group Inc., Santa
Clara, Calif. The core handles the handset"s modem and audio functions.

DSPC"s chipset supports data rates of up to 153 Kbits/s over a wireless network, and complies with the IS-95A and IS-95B standards.
The chipset will begin sampling in the first half of 2000, but price and other specifications have not been disclosed.

DSPC is not backing away from the current CDMA standard, cdmaOne. The company sells a line of chipsets for cdmaOne-based cell
phones, and this week it will roll out a reference design kit for handsets based on this standard. The kit includes everything required to
build a CDMA handset: the chipset, software, RF chips, and other components.

"Traditionally, it was enough if you offered a controller," Kohavi said. "Now, customers are coming to us and saying they want
everything from baseband processors to reference design kits."

DSPC also sells chipsets for the TDMA standard, but the company"s largest market is Japan, where it sells chipsets designed for that
country"s proprietary standard, Personal Digital Cellular.

PDC is not compatible with CDMA, TDMA, or GSM. Some Japanese carriers have recently deployed CDMA, and the country hopes by
2001 to be deploying W-CDMA as the standard technology.

DSPC has compiled a long list of PDC design wins with Japanese handset OEMs, including Fujitsu, Kenwood, Kokusai, Kyocera,
NEC, Panasonic, Sanyo, and Sharp. The company claims to have a 25% share of Japan"s PDC-based controller market.

The recent boom in Japan"s cell-phone market helped drive DSPC"s growth in 1998. Sales were up 61% from 1997, to $131 million,
and net income increased 55%, to $33 million. This year, the company"s sales will be 33% greater than in 1998, industry analysts
said.