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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (25468)	5/28/2000 11:21:00 PM
From: tekboy	Respond to of 54805

Folks, remember when I asked the storage mavens to summarize their techogeekspeak with a bottom line in English for the rest of us? Thanks much to Eric not only for providing us with great info and analysis, but also for a fine (and substantively welcome!) example of what I had in mind: "make no mistake about it. Qualcomm is a Gorilla, and they are doing just fine in the Holy Wars." tekboy/Ares@trustingallthewaytothepoorhouse.org

To: Eric L who wrote (25468)	5/29/2000 11:10:00 AM
From: Eric L	Read Replies (1) \| Respond to of 54805

Re: 3G Standards - Qualcomm (a correction) I just realized that I made a typo in a paragraph of my previous post on the subject of Qualcomm's Gorilla Advantage related to standards. I am correcting it below and have bolded the correction and added a few comments. The battles are not yet over. 3GPP (UMTS/WCDMA) has released an initial standard. The standard will evolve in phases through the end of this decade. 3GPP2 (cdma2000) has released an initial standard. This standard will also evolve in phases at least through through the first half of this decade. The ITU has approved both (and 3 others) under IMT-2000. OHG is trying to harmonize these. Qualcomm & CDG have been denied participation in 3GPP. They whine & moan publicly about this. 3GPP has established terms by which Qualcomm & CDG can participate in 3GPP (my typo said 3GPP2). One of these days Qualcomm & CDG will except these terms. This will mark a partial cessation in the Holy Wars. Qualcomm & CDG are not quite ready to accept the terms. I trust Dr. Jacobs judgment in this matter. Notes: 3GPP - "Third Generation Partnership Project" - The Organizational Partners that have agreed to cooperate for the production of Technical Specifications for a 3rd Generation Mobile System based on the evolved GSM core networks and the radio access technologies that the Organizational Partners support (i.e. UTRA both FDD and TDD modes). This group includes major GSM operators (backed by ETSI) NTT DoCoMo and the UWCC (TDMA/EDGE/ operators (AT&T, Bell South, SBC). If 3GPP had its way there would be one mode (actually 2) of operation for 3G. This is why, as a tactical matter, 3GPP2 was formed. 3GPP2 - "Third-Generation Partnership Project number 2" - The Organizational Partners that have agreed to cooperate for the production of Global specifications for ANSI/TIA/EIA-41 network evolution to 3G and global specifications for the RTTs supported by ANSI/TIA/EIA-41. These are the traditional CDMA carriers and vendors that support cdmaOne evolution. TIA has become an active proponent of 3GPP2and TIA also is urging convergence of technology through its 3G ad hoc group under the Wireless Communications Division. Comment: I would like to see CDG (and Qualcomm) represented in 3GPP. My feeling is they would be better positioned to be on top of specifications development for WCDMA chip development which will be an important revenue stream for them in the future. It may be premature, however. In order to accomplish Qualcomms objectives, tactics and strategies come into play. This is why I say "I trust Dr. Jacobs judgment in this matter". Against difficult odds, Qualcomm, through 3GPP2, has assured a streamlined migration path for cdmaOne operators to 3G, and are assured of participating in royalties from all modes of cdma operation. CDG (and Qualcomm) will participate in 3GPP when they accept 3GPP's terms (active promotion of all modes of 3G cdma). When Dr. Jacobs and his executive team feel the time is right to do this, they will, I'm sure, do it. Any investor needs to have confidence in the leadership of a company that they invest in, particularly if that company is a core holding. Any investor that has examined Qualcomm, has every reason to have confidence in its leadership. I do. That is (just) one of the reasons that Qualcomm is one of my core holdings, and my single wireless play at the moment. - Eric -