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To: slacker711 who wrote (7767)	3/21/2000 2:33:00 PM
From: slacker711	Read Replies (1) \| Respond to of 13582

A couple of quick thoughts.... 1) I must have missed hearing about Nokia getting a CDMA infrastructure license <g>..... 2) The two press releases that I have seen talked about an all-IP network....Would this give the extra throughput that 1xtreme is talking about? 3) How come they havent announced the equivalent for W-CDMA? Slacker

To: slacker711 who wrote (7767)	3/22/2000 6:36:00 AM
From: Martin Atogho	Read Replies (2) \| Respond to of 13582

Great news. This way Nok still gets in slowly on CDMA, and anyway, 1xtreme deployment would be in late 2002, a good one year after HDR. A sort of upgrade, if Qcom would not have provided one already. rgds, MA.

To: slacker711 who wrote (7767)	3/22/2000 2:28:00 PM
From: Dennis Roth	Read Replies (2) \| Respond to of 13582

Slacker, my own spin on the 1XTREME announcement is in part based on a remark made by a Lucent representative at Wireless 2000 when I asked them when they would begin to install HDR systems. He said they would be extremely busy over the next year just doing 1XRTT upgrades. This combined with the remark by Peter Mannetti, U.S. West Wireless president and CEO, in a recent Wireless Week interview, "We absolutely want to move to 1XRTT and follow that with a move to 3G", plus my own WAG that Sprint PCS will chose to move to 1XRTT leads me to conclude that this is the year that big orders for 1X infrastuture will start, My spin is Motorola, a CDMA infrastructure provider, is using as a marketing pitch, "Do your 1X upgrade with me and later you'll be able to seamlessly go to 3G with 1XTREME. Nokia, which has insisted on making their own CDMA handset chipsets, is likely not to have a 1XRTT set ready in time for the roll out of 1XRTT systems and is positioning themselves for what come after 1XRTT. My opinion is that both Motorola and Nokia find themselves not well positioned to catch the 1X wave and are trying to shape the next wave that comes after 1X and ride that. 1XTREME does answer the biggest complaint carriers have about HDR, which is having to dedicate a channel exclusively to data. Mannetti touchs on the desire to carry both voice and data in the later part of the interview. WW: Have you looked into Qualcomm's High Data Rate technology? If so, what is your conclusion? Mannetti: I've been following it closely for the last year. I think the whole notion of high-speed data over radio is extremely important, whether it's Qualcomm's data-only version or other versions of the same technology, you'll see it coming. You have to have enough imagination to say, How do I put voice over it? I've looked at others that do carry POTS lines. I think there are interesting challenges from perspectives of mobility and portability, but they're not insurmountable. ----- Carriers are not sure that a big market for wireless data will arrive and are reluctant to dedicate spectrum exclusivlely to data. Predictions of a big market for wireless data have been made many times in the past and failed to meet predictions. However, the recent reports of the 9600bps iMode system exceeding 5 million customers already, exceeding even DoCoMo's optimistic predictions and the good take up of Sprint PCS' 14.4kbps Wireless Web service and that of other cdmaOne carriers tend to allay fears that the market for highspeed wireless data may not be there. If 1XRTT 144kbps service proves to be sufficiently popular, carriers may be less reluctant to dedicate 1.2Mhz just for data, especially if that proves to be the most efficient way to provide service. So the fate of HDR may depend on how popular 1XRTT data service proves to be. If the take up of 1X is slow, carriers may prefer to continue to mix voice and data on the same carrier channel. IMHO, HDR may not be the ultimate solution, we are not witnessing 'the end of history' so far as wireless technology is concerned and I wouldn't be surprised if Qualcomm itself doesn't bow to market pressure and feedback from the carriers and come up with a single channel highspeed integrated real-time voice and data solution. That said, I see HDR as a real solution available in the short term and 1XTREME is still all talk and no silicon. Link to Mannetti interview: Message 13246772