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Technology Stocks : Smart Cards -- Ignore unavailable to you. Want to Upgrade?

To: gdichaz who wrote (203)	3/12/2000 3:25:00 PM
From: Eric L	Read Replies (1) \| Respond to of 343

Chaz, << MSM5100 chipset is the 1XRTT set ... phones could be introduced as early as this fall which could use CDMA SIM cards, or is that pushing it too early? >> I think that might be pushing it, but maybe I'll be pleasantly surprised. I'm not sure that the 1XRTT "CDMA SIM" has been defined from a standards point of view. The UWCC decided 9 months or so ago to add a SIM option in dual mode multi band GSM/TDMA phones. We will probably see these phones in commercial production by end of this year. Standards set first, then lead time to production. << how serious the CDMA phone suppliers are on SIM cards? >> Only as serious as MAJOR carriers are. Phone suppliers hate SIM cards (not under their control). It will take a VOD or China Unicom to dictate a SIM, and when that happens we are probably talking multi mode, and in the case of VOD multi band. << China Unicom has made clear to the Koreans that the CDMA phones they will buy will need SIM card capability. Is that accurate as far as you know? >> Yes. Even Terry Yen of CDG has commented on this. Either China or Korea (or both) may already have a SIM specification. I think that we will probably see SIM cards in dual mode CDMA/GSM phones first. Not sure what alternative frequencies might be involved. - Eric -