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To: Ruffian who wrote (4203)4/17/2000 9:12:00 AM
From: tero kuittinen  Read Replies (2) | Respond to of 34857
 
Ruff - second generation CDMA has a lot of virtues. It has a a better voice quality than TDMA. It's far better suited for mobile data purposes than TDMA. It's easy to overlay on AMPS networks, which can't be done with GSM.

So far, so good. If Qualcomm had been content to stick with these facts in their PR, I would have no beef. But no - they had to to push it. They had to claim that CDMA has also a better voice quality than GSM; that it helps to create handsets with far better stand-by times than GSM; that it is leading the mobile internet revolution in mobile telecoms.

It is with these claims that the trouble starts. These issues are complex and can't be reduced to slogans.

And I really think that Qualcomm went beyond redemption with that "CDMA is Qualcomm" line. The Japanese 3G situation is revealing that the third generation CDMA situation is far from clear. It's not obvious who has the strongest position in this market.

After a company has made an unequivocal statement like "it does not matter to us which flavor of CDMA will be chosen for a 3G standard" there is no turning back. This kind of a statement can't be reinterpreted later. There is no room for ambiguity - either the statement is true or it is false.

And from a tactical point of view - putting the company in this position is a gamble. Qualcomm can't now back out from the claim. It's too late for backpedaling.

And if Qualcomm wants to force cdma2000 on Japan, it has to explain why. It has to explain why it is vital that Japan has a cdma2000 network if it does not matter to Qualcomm which "flavor" of CDMA is chosen as a 3G standard. I can't reconcile the statement and the project leaked to Nikkei. I doubt that even Paine Webber can.

Tero