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

To: gdichaz who wrote (6795)	3/1/2000 3:21:00 PM
From: Eric L	Respond to of 13582

Chaz << did you happen to notice a change in how HDR is now front, center and separate in the Q's announcements and press releases ... cdmaOne(TM), cdma2000(TM) and High Data Rate (HDR) air interface technologies ... "QUALCOMM's CDMA and HDR technologies will enable wireless Internet access for devices, such as mobile phones, to meet or exceed many of the IMT-2000 specifications" >> Yes. HDR is "now front, center and separate" and potentially could be considered as a new and alternative air interface technology that could be incorporated into a future GSM 2.5G or (GSM) UTMS 3G specification. Now that Release 99 of the UTMS specification has been published, the ETSI Project (EP UMTS) for Universal Mobile Telecommunications System has been established to evolve standards beyond the initial phase of UMTS. They could consider a new air interface. This could then possibly be incorporated backwards into a 2.5G GSM network In reality, if a powerful GSM operator (like Vodafone) sees merit in HDR and coerces infrastructure providers to consider incorporating that air interface it in turn could be incorporated into an evolved specification or standard. MCI WorldComm who is now a CDMA player and who most certainly will bid on 3G licenses in Europe could also potentially drive this. Alternatively they MCI could choose to implement cdma2000. Existing GSM operators are unlikely to choose cdma2000 because cdma2000 simply does not incorporate important functionality requisite to operation of a GSM network and insure requisite backward compatibility and interoperability. Existing GSM operators are also unlikely to implement a new air interface that is not standardized within the structure of ETSI. Unfortunately, the standards process typically takes 2 years to nail the specification, and another 2 years to commercialize and build out the standardized technology, but it is conceivable that HDR could or will be incorporated into an ETSI GSM or UTMS standard. You should read a report from ETSI (TR 101 458 V1.0.4 February 2000) titled "Future Direction Of Standards Work on UMTS/IMT2000". It is available on the ETSI site (http://www.etsi.org/) although I do not have a specific link. I'll e-mail it to you. [If anyone else would like a copy of a zip file containing a DOC version of this file, PM me your e-mail address and I'd be glad to forward a copy]. One piece of good news in that report is this: "Although UMTS is the commonly employed term to identify third generation mobile systems in Europe, it is in fact only one member of the global universal family of standards being developed in the ITU which are known as IMT2000. There has been a recent communication from the EU to the US stating that in EU member states licensees should be free to employ systems based on any member of IMT2000 family of standards as long as one of the licensees employs the European UMTS version as standardized in ETSI." Another is this: "What do we mean by a "Broader approach to UMTS"? The existing work for the Initial Phase of UMTS in the Third Generation Partnership Project (3GPP) is focusing in on the GSM - UMTS Migration path (sometimes shortened to "G-UMTS"). It is based on the development of standards for UMTS Terrestrial Radio Access System (UTRA) plus an evolved GSM Core network. It also includes work on other areas of standardization such as Terminals and Smart Cards. UMTS standards need to be specified so as to support the modular approach to development. The use of other technologies such as those used for Fixed and Cordless access, in Private Networks access, in Satellites and in Wireless LANs etc., all need to be included in the longer term vision of UMTS and be included in the standards. The work of ETSI Project TIPHON and of the Internet Engineering Task Force (IETF) are also important building blocks for the longer term UMTS vision. An IP based network is one candidate for this UMTS long term vision, some other candidates being ATM and IP over ATM. Work in ETSI specifying the satellite component for UMTS is continuing in TC Satellite Earth Stations and Systems (SES), but at some stage there will be a need to integrate this work with the UMTS standards programme for the terrestrial component." << This is all nonsense in reality of course, but since the CDMA label is itself such a red flag, do you see this as a fig leaf offer? >> I don't really think that CDMA is a red flag in GSM or TDMA land. CDMA (UTRA) after all is the air interface of choice for 3G UTMS. Please note I choose NOT to use the generic W "word" <g> to describe the flavor of CDMA that will be deployed. Best to you (and sorry to take so long to respond to your questions). - Eric -