Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Eric L who wrote (5988)	1/31/2000 8:25:00 PM
From: gdichaz	Read Replies (2) \| Respond to of 13582

Eric L: From an Asiacentric (well, sort of)(and also US centric) to a Eurocentric (who is also US centric) - smile. We have discussed WCDMA and DoCoMo often before and probably will often in the future - hopefully not to great boredom of others. Suggest that perhaps that the Q is simply proceeding to strengthen CDMA in practical ways - such as the sale to KYO (which happens to be a major owner of the CDMA One operating system in Japan) and other such steps. This is separate and distinct from debates and white papers in standardization committees. And that CDMA One system in Japan launched a 64 k upgrade on Jan 7 which is what the DoCoMo system will match as a goal (and might even accomplish) a year from now. That doesn't indicate to me that DoCoMo is in a very strong position relative to CDMA One in Japan or on the road to 2.5 or 3rd gen whether CDMA 2000 or WCDMA. Accomplishments on the ground and in the real world are the way the Q is going. Hope the standards board decisions reflect reality and economic interest and not national pride, exclusiveness and one upmanship. But - who knows. We will all know much better next year, and the year after. Best. Chaz

To: Eric L who wrote (5988)	1/31/2000 10:19:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 13582

Eric - Are you implying that the IMT-2000 standards for the evolved ANSI-41 based 3G standards will be completed before those of those for evolved GSM (MAP) networks? I think that one of the few things settled in the various 3g CDMA standards is the Network Protocol (e.g. GSM (MAP)). It is the air interface which is technically and politically difficult for W-CDMA. So I don't understand your question? I for one hope that they meet their launch date. It should turn on the Q royalty stream for 3G (standardized or not standardized). I am of course thinking positively and assuming that IPR issues will be settled by the time they launch. If the IPR issue settles tomorrow, I'd agree that I'd like to see W-CDMA roll out ASAP. But that is a big 'if'. Given that it isn't solved and is not likely to be resolved without a lot of wasting of time and energy by Qualcomm, then I would rather see it all overcome by events. I'd rather see the various different proponents of W-CDMA delayed and expending their energy fighting one another. Stay, go or get out of the way. But I'll admit that in the overall scheme what happens to W-CDMA is almost a nit. (there is some advantage to CDMA-2000, since Q! has a lead there, but will have less of a lead in W-CDMA.) Clark Clark