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To: arun gera who wrote (8690)	4/16/2000 2:41:00 PM
From: gdichaz	Respond to of 13582

Arun: Your point is well taken, viz: "I think supporting W-CDMA is also a way for established wireless providers to acquire more spectrum, which will always be needed at some point. W-CDMA gives them an excuse to acquire that spectrum now, CDMA2000 does not provide that excuse. Somewhat similar to the spectrum allocation for HDTV. For several years the broadcasters are going to hold on to spectrum for both regular and HDTV. Arun" The incentive is there for DDI or any Japanese company now using CDMAOne to bid for the new spectrum while upgrading through 1XRTT (the first phase of CDMA2000) and HDR on the old. Why not participate in both? The huge advantage DDI has is that it can upgrade easily and cheaply using current spectrum and get very fast data rates. DoCoMo can "upgrade" on its current i phone system, but to a limited extent. Lots of bells and whistles and content. The question will be, once DDI has similar bells and whistles and content on CDMA (AND MUCH HIGHER DATA RATES), what will happen to the i phone system of DoCoMo? Best. Chaz PS And perhaps Qualcomm is considering a bid for the new spectrum so there will be at least one CDMA2000 proposal for the use of the new spectrum. Let competition happen !

To: arun gera who wrote (8690)	4/17/2000 12:08:00 PM
From: w molloy	Read Replies (3) \| Respond to of 13582

On W-CDMA technical superiority over IS2000... W-CDMA protocol stack adopts much of the GSM call model. A key element in the call model is the SIM card. The SIM is used to identify the subscriber to the network, hold personal data (e.g a 'phone book) and it is also used to allow the network operators to offer custom subscriber services. QCOM's advantage in the baseband and RF is offset by its disadvantage in software development. QCOM are at least two years behind it's competitors developing GSM software. IS2000 is similarly marginalised because of the lack of SIM support. It is not going to be easy to graft a SIM onto IS2000. During the CC, I will be listening for plans on how QCOM intends to address these disadvantages. IMO,I think acquisition is the way to go. There are a couple of British outfits that look like excellent candidates e.g. Technology Partnership.