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To: Mike Buckley who wrote (6746)	9/21/1999 9:02:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Mike, << Is there any reason ADI or a slew of companies aren't motivated to come up with a product that similarly enhances CDMA-based phones? >> Initially volume, I suspect. 5:1 Ratio of TDMA based handsets (TDMA & GSM) to CDMA handsets. However, I do however think that the ADI chipset has the potential to add value to a CDMA handset or at least a dual-mode, dual slot, multi-band GSM/CDMA handset. Such a product does not exist today and the CDMA community needs it, if it wants to penetrate Europe or countries where they have no presence. Tero has often discoursed that GSM/CDMA handsets will be difficult to manufacture: "And about those GSM-CDMA hybrids - it's very tricky to get a decent stand-by time out of a CDMA phone. This summer's new CDMA phones in USA still offer less than 100 hour stand-by times with standard batteries - while GSM broke the 200-hour barrier in February 1998. The miniaturization technology of CDMA phones isn't that hot, either - Motorola's leading GSM model is about half the size of their leading CDMA phone. The R&D expenditures in GSM manufacturing are way ahead of other digital standards - it's highly unlikely the technology gap will close any time soon." The ADI chipset combined with CDMA technology could make such a hybrid a practical reality. << Is there any reason ADI or a slew of companies aren't motivated to come up with a product that similarly enhances CDMA-based phones? >> (Being redundant) I see this as a real possibility given the spectacular growth of CDMA and needs that exist in a growing and changing market. - Eric -

To: Mike Buckley who wrote (6746)	9/21/1999 9:42:00 AM
From: Jill	Respond to of 54805

Thanx, Mike. Just think one of the advantages of these threads is to monitor competition, to be sure fundamentals don't change. Jill

To: Mike Buckley who wrote (6746)	9/21/1999 12:55:00 PM
From: Curbstone	Respond to of 54805

re the ADI announcement: (yawn) So we have our first Qualcomm killer? Comes with the territory. Ask Cisco, Intel and Microsoft. ADI is picking up dimes in front of a steamroller. Aloha, Mike

To: Mike Buckley who wrote (6746)	9/21/1999 5:25:00 PM
From: Thomas Tam	Read Replies (1) \| Respond to of 54805

Maybe Qualcomm will improve its product on its own to meet consumer expectations. QUALCOMM CDMA Technologies' MSM3000 chipset and system software continues to exceed its program goals. The MSM3000 chipset and system software sampled on time in September 1998 and production shipments began, as scheduled, in December 1998. The first MSM3000-based handsets became commercially available in Japan and Korea this past April. In Japan, TOSHIBA CORPORATION, SANYO Electric Co., Ltd and Hitachi, Ltd. deployed MSM3000-based handsets to support the country's first nationwide cdmaOne(TM) network, jointly launched by DDI CORPORATION and IDO CORPORATION on April 14, 1999. In Korea, LG Information and Communications, Ltd. and Samsung Electronics Ltd. supplied the first commercial MSM3000-based handsets achieving 200 hours of standby time. Selected for its superior performance and industry-leading features, the MSM3000 chipset and system software remains the only hardware and software solution available in production quantities that supports IS-95B with data rates up to 86.4kbps and up to 200 hours of standby time. Its only 200 hours for now, but the trend is going the right way. Of note, battery life is only one small aspect to selling cell phones. ADI's product does not allow for better (efficient) data transmission when compared to CDMA. At least that's my take on things. Wireless providers are looking for systems that can provide the most value to their customers (coverage and features, ie. internet access) and shareholders (inexpensive system that can accommodate the greatest number of subscribers that can be updated readily). In the end, increasing the pie will ultimately provide a greater revenue base for Q. I still believe we are early in the tornado and greater rewards remain for the Q. Later