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To: Brian K Crawford who wrote (17726)	5/7/2000 9:21:00 PM
From: Dealer	Read Replies (1) \| Respond to of 35685

Found on Forbes: To: carranza2 who wrote (9773) From: Ruffian Sunday, May 7, 2000 4:30 PM ET Reply # of 9776 some basic notes and additions to my earlier post: DDI (1/4 owned by Kyocera) will go CDMA2000; _not_ WCDMA. this was actually leaked early last week on the nikkei (sp) newsline, and picked up by Bloomberg and others. Japan/nikkei reacted quickly and w/embarrassment at the leak, by issuing a thinly disguised follow-up statement.. essentially, "woops! the decision (wcdma vs. cdma 2000) hasn't been made just yet" Kinda funny, actually :-) 3G and WCDMA vs. CDMA2000..all technical discussion about their relative merits/demerits aside.. just REMEMBER: -QC will win (get revenues/royalties) regardless of which CDMA way the world goes. -QC will get MORE profit if things go CDMA2000, because this upgrade to Third Generation (3G) standards is backward compatible (meaning: a successful replacement w/out major retrofit) with all the cdmaONE infrastructure as it exists now, throughout the world. -WCDMA is the political brainchild of ERICY and others (ahem:not long ago ERICY said CDMA would 'never work', and GSM was the highway to heaven). ERICY owns Europe. Now that the swedish Goliath has eaten Yankee crow (and bought QC infrastructure), they have a new tack: -WCDMA moves the MSM center frequency _just enough_ off QC's MSM frequency (think of this as the centerline on the spectral highway of airwaves), that ANYone wanting to jump into 3G via the WCDMA path will have to $CRAP their existing infrastructure and buy/build a WCDMA infra from scratch. Read: WINFALL for European manufacturers, who'd get the contracts for all this MAKEWORK. -Additionally, QC wouldn't receive as much revenue from a WCDMA system, since some WCDMA patents are held/shared with ERICY, NOK and MOT. current press on viability of HDR and CDMA2000: qualcomm.com qualcomm.com My sources say for all Nokia's expertise (they are the undisputed KING of telecom handheld mfring): they can't seem to produce cdma chip sets that work right, or as well as QC's chipsets. NOK currently mfrs. their own under an old licensing agreement w/ QC. They don't want to give up the arrangement, lest they have to pay more to QC. Thought cloud: which makes more sense and is more face-saving: admit they can't make chips as well as QC can, & start buying from their adversary? or: bite the bullet and just BUY the damn QC/ASICs (called QCT) division? We (QC) have got 'em over a barrel. Sucks, don't it? Ericy still has spank-marks on their butt-cheeks from their David & Goliath experience :-o Remember a few years back when the ERICY/MOT consortium (then pro-TDMA/GSM) said cdma would never work? Remember that PhD up in northern California that would issue statements twice a year about how cdma was a 'physics impossibility'? QC wrote the book on how to become an IPR gorilla. They avoided MSFT's mistake by licensing their product to everyone under the sun. The information age will truly be ruled by those who own fundamental patent rights to 'better mousetraps'. Let the whole world build the mousetraps! Just write good patents, kick back and let the money flow in. Wireless broadband is WinTel of this decade, and it's all simply a matter of time.