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To: slacker711 who wrote (3938)	12/4/1999 12:16:00 PM
From: Catcher	Respond to of 13582

slacker, hopefully hdr isn't overbuilt into the current price. the freetell investment seems to be the only "positive". otoh not much else would appear to be offered by competitors before hdr makes an impact. your post summarizes my diminishing hope for hdr fueled stock price growth. fortunately phone sales and cdma are ROARING!!! looking forward to earnings.

To: slacker711 who wrote (3938)	12/4/1999 1:24:00 PM
From: Ruffian	Respond to of 13582

CDG: Getting On With Business By Peggy Albright SAN FRANCISCO--In many ways, last week's CDG Americas Congress was not a CDMA event at all. Gone was the usual pep rally underscoring the need to fight for the CDMA cause. Gone was the international trade war over third-generation air interface technologies and the intellectual property rights battle between Ericsson and Qualcomm. In contrast to last year, when tension over these issues was palpable and pervasive, nobody this year was hit over the head with 3G. Those issues are largely settled, according to this industry camp. With CDMA showing solid growth it seemed time to set aside intramural squabbles, pay attention to current business and continue getting into additional markets; namely, data. Thus the CDG's theme this year: "Moving Beyond Voice." CDG used its behind-the-scenes meetings to promote the technology to operators making initial network investment decisions, particularly the Chinesewho were here in good numbersand to members of the financial community wanting to invest in CDMA. In the general sessions, more than half of the general panels weren't specific to CDMA at all, a deliberate decision by CDG to reach a broad business audience, says CDG Executive Director Perry LaForge. Instead, the lineup featured non-traditional but future business partners: Cisco Systems Inc., Bank of America, Sun Microsystems Inc., Microsoft Corp. and Yahoo!, as well as the usual wireless Internet experts, such as Phone.com Inc. The effect, in some ways, echoed last month's Wireless I.T. show. The change in focus underscored the market potential that Internet technology providers see in wireless, as well as the industry's absolute need to move beyond circuit-switched to packet architecture to meet future capacity and information services requirements. "If you don't change, you're dead," one vendor said. Still, how and when to make those system conversions is the crux of the decisions at hand. One approach, introduced by Vodafone AirTouch plc and Nortel, was put forward to get operators thinking within the new services paradigm that is based on an erajust a couple years away, they estimate-when traffic is mostly data. Craig Farrell, chief technology officer for Vodafone AirTouch, and Herman Pon, vice president of technology and chief technical officer for Nortel, presented a case study of a "next-generation" network based on a common packet architecture for voice and data that they say will reduce the cost of data transport to an economy currently enjoyed by landline. They achieved this in part by redistributing access, transport, routing and switching functions through an IP core and allowing a multi-vendor equipment approach. Ericsson, at this event for the first time since settling its IPR differences with Qualcomm and purchasing that company's infrastructure business, was here as a co-sponsor. And though the 3G rivalry was largely a non-issue, William Dahnke, Ericsson vice president of product management for BSS products for CDMA systems, suggested that direct spread CDMA is still an option for carriers, even those planning to deploy the first phase of the CDG-promoted multicarrier approach, cdma2000. His company created a flexible platform that will enable operators to postpone their 3G decision. While that would have been heresy at last year's meeting, it didn't seem to create a fuss at this year's meeting. Says LaForge, "Multicarrier will be the more economical solution."

To: slacker711 who wrote (3938)	12/4/1999 3:41:00 PM
From: UncleBeester	Respond to of 13582

Hi Slacker, I too became a little disappointed after hearing the remarks on HDR by NT (and I forgot who else on that panel commented on HDR). Their point, however, was that they are only pursuing, at this time, technologies that have been set as standards. From their infrastructure poing of view, they have already invested in, and have begun marketing, 1X with a smooth migration to 3X. Therefore, publicly at least, they are not supporting this new breakthrough technology. Durring Q&A, I asked Kevin Kennedy about Cisco's VOFDM strategy and whether or not that was intended to compete or compliment Q*'s HDR. I also asked what role satellite technology would play going forward in Cisco's strategy. I didn't understand his response to VOFDM (I think I caught him off guard), and his response to my satellite question was basically that he didn't see the tornado yet (for satellite). After disseminating all the information and pondering that evening, I came to the realization that the presenters that were presenting the first day (some of them at least) probably didn't understand or were out of the loop on the very high level strategy sessions that are occurring within their respective organizations. Luckily, I had the privilege of staying for the workshop on Thursday (I noticed many of the attendees left Wednesday evening). I can tell you, without a doubt, that hearing Dr. William Lee, Vice President and Chief Scientist for Vodofone Airtouch Plc, and Dr. Chuck Wheatley, Senior VP of Technology for Qualcomm (he developed the first commerial CDMA phone)was the highlight of the week for me. Actually, it was the highlight of the entire year for me. These two gentlemen were in a class second to none. There was no comparison,IMHO, to any of the other presenters at the entire congress. Dr. Wheatley presented and conducted discussion on HDR, and Dr. Lee presented the future of 3G, the events that have led to where we are today, as well as a touch of 4G (this will incorporate satellite, IP, fixed wireline, etc., all at broadband rates not possible for 3G). In case you missed this workshop, some highlights included: The initiation of 3G in Europe came from vendors,not operators. As a result, it has been manufacturing driven, where vendors tell service providers, who in tern tell the end users. Because of this dilemna, it is a risk approach for service providers, with no assurance of G3G cost from vendors, and no guarantee of satisfaction from users. Service providers have no choiec but to take whatever is offered to them by the vendors. The convergence of the two CDMA 3G standards was discussed, including chip rates, and how sad it was that we have to have to different rates, different pilots(common vs. dedicated), and different synchronization--synchronous vs. asynchronous--for no reason other than politics. Further, one region is driven by IPR and innovation, and another is driven by politics and hidden agendas. Enough rambling for now, I will post more when I get the chance later on. Take it easy, JN

To: slacker711 who wrote (3938)	12/4/1999 11:46:00 PM
From: Boplicity	Read Replies (2) \| Respond to of 13582

re: Does anyone know if QCOM has the ability to manufacture base station units for HDR? HDR will use the existing base station, it's a card swap. Greg.

To: slacker711 who wrote (3938)	12/6/1999 1:19:00 AM
From: cfoe	Read Replies (5) \| Respond to of 13582

Is anyone else a little less confident in HDR... Here is my two cents on this issue, FWIW. The stock price does not include the full possibility of HDR. No one knows what that is. The price likely does include the fact that HDR is real for high-speed mobile data and is an alternative solution for the last mile. This later point was new to the market (although I seem to recall George Gilder had mentioned it many months ago). As for Cisco, it bought into V-OFDM quite a while before QCOM's HDR announcement. Now HDR shows up as competition. I wouldn't expect Cisco to roll over. Also, I keep remembering what Paul Jacobs said recently: Cisco will be a customer, not a competitor. Until proven otherwise, I give this substantial weight. Another point ? I posted a recent news report that WCOM-Sprint is committed to high-speed wireless data. It is no secret that WCOM likes data over voice for future growth. So what will they use? With PCS WCOM-Sprint already have a CDMA network in place; so adding HDR should be a cost effective way of adding high-speed data capability. Plus Sprint PCS is already promoting its wireless data nationally. I like HDR's chances, despite what NT says. As for last mile solution, maybe WCOM-Sprint will choose the wireless cable spectrum both of them bought earlier this year for the last mile. I believe Cisco is promoting a new development in this regard. However, once they have HDR installed for high-speed mobile use, why invest in something extra for the last mile. At least they will likely try HDR out for this. And let's remember that it is early in the game and QCOM has demonstrated that HDR works - in a real life. So, in summary, I still like HDR's chances.