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To: Uncle Frank who wrote (25512)	5/29/2000 2:56:00 PM
From: gdichaz	Respond to of 54805

Uncle Frank: For a time I was where I was asked to try to make a case which could not be misunderstood. I found that impossible. Your intention may be clear that the "sure thing" specialization is a joke. That is highly unlikely to be so clear to a newbie or worse perhaps someone similar to those who managed to misunderstand what is clear, so what seems on its face to be a statement may be taken at face value. Is it that this is a line in the sand, or what? Obviously if you insist the "sure thing" stays, it stays. As you point out I feel strongly it is a disservice as an attempt to describe the thread. Jokes are subject to misinterpretation as we all know. But this is my last complaint about it. Done. Cha2

To: Uncle Frank who wrote (25512)	5/29/2000 7:52:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Uncle Frank: Per your request. Re: Qualcomm. To: Ruffian who wrote (11033) From: JohnG Monday, May 29, 2000 7:45 PM ET Reply # of 11035 Samsung supports global HDR deployment. JohnG Samsung Supports HDR Technology; Leading CDMA Manufacturer Committed to High-Speed Wireless Internet Solution Business Wire - May 24, 2000 21:46 SAN DIEGO--(BUSINESS WIRE)--May 24, 2000--In a move designed to drive the commercialization of High Data Rate (HDR) technology, QUALCOMM Incorporated (Nasdaq: QCOM), pioneer and world leader of Code Division Multiple Access (CDMA) digital wireless technology, and Samsung today announced that Samsung will support the development and deployment of HDR for high-speed wireless Internet access globally. "We are pleased to continue working with QUALCOMM to make third-generation wireless communications a reality," said Young Ky Kim, vice president, Telecommunications R&D Center, Information and Communications business, Samsung Electronics, Ltd. QUALCOMM's 1x HDR and 1xMC solution will enable us to offer our customers high-speed, high- performance Internet services and enhanced voice capacity while preserving their investments in existing CDMA systems." "We are committed to supporting Samsung's plans to develop and trial 1x HDR systems and equipment," said Jeff Jacobs, senior vice president of business development, QUALCOMM. "Samsung's decision signifies another leading manufacturer's recognition of HDR as the solution for high-speed wireless Internet access." HDR provides a spectrally efficient 2.4 Mbps peak rate in a standard 1.25 MHz channel bandwidth for fixed, portable and mobile applications. Optimized for packet data services, HDR incorporates a flexible architecture based on standard Internet Protocol (IP). HDR is an evolution of CDMA technology with identical radio frequency characteristics as cdmaOne(TM) and 1x Multi-Carrier. HDR supports e-mail, web browsing, mobile e-commerce, telematics and many other applications while offering end users continuous, untethered, always-on access to the Internet and next-generation data services. Samsung Electronics Co., Ltd., with 1999 sales revenue of US$22.8 billion is a world leader in the electronics industry. The Korea-based concern has operations in about 50 countries with 54,000 employees worldwide. The company consists of three main business units: Digital Media, Semiconductors and Information & Communications Businesses. For more information, please visit our website, samsungelectronics.com. ....... Cha2

To: Uncle Frank who wrote (25512)	5/30/2000 5:38:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Uncle Frank: Again per your request. Re: Qualcomm (copy of my post on Q 500 thread) Cha2 To: carranza2 who wrote (11104) From: gdichaz Tuesday, May 30, 2000 5:26 PM ET Reply # of 11117 carranza2: Thanks for posting the letter to shareholders. It makes clear a key point, the Qualcomm agreement is not with the subsidiary floating the IPO, but with its parent company which has 5 Megahertz of spectrum dedicated to CDMA. And separately some of the fog seems to be clearing. What seems to be is what some here predicted: the CDMA roll out in China will be 1xMC and then HDR. that means that the major impact will necessarily be next year. makes sense. Time will tell of course, but the path, content and timing seems clearer now. Best. Chaz

To: Uncle Frank who wrote (25512)	5/30/2000 6:00:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Uncle Frank: Re: Qualcomm's data service's GSM competition. Further to your request. Will be interested in Eric L's take, but this seems very clear and straightforward. (At least for those who have been following wireless data and the Q / Nokia situation) Cha2 To: Ramsey Su who started this subject From: mightylakers Tuesday, May 30, 2000 5:48 PM ET Reply # of 11121 GPRS broadband wireless not so fast after all, says Nokia European operators are scheduled to introduce broadband wireless data services towards the end of this year, but it's beginning to look as if it's not all it's cracked up to be, and that they'll be going rapidly into reverse on the expectation management front. For starters, GPRS (General Packet Radio Service) is going to be a lot slower on the ground than you'd been led to believe, and unless some charitable elves drop off some new battery technology pronto, device endurance won't look too clever either. Speaking in Helsinki at the end of last week Nokia executives warned that too much has been promised for GPRS and EDGE (Enhanced Data rates for Global Evolution). GPRS is being positioned as a bridge to 3G systems, and has had data rates of in excess of 100kbps claimed for it. By Nokia, among others. EDGE is a little further down the line, is of particular interest to US TDMA operators, and offers even higher speeds. Or it did, anyway - Nokia has claimed "packet data user rates of up to 473kbps." But Nirvana has been postponed. Although people have been led to believe that GPRS devices will be able to achieve a comfortable equivalent of two ISDN channels while they're on the move, Nokia says bit rates will be deliverable in multiples of 13kbps, and if you allow a maximum of three timeslots you get - with the apparent addition of 4kbps of secret sauce - 43kbps. That of course depends on the network operator being able to deliver you the maximum; we wouldn't be at all surprised if under some conditions you wound up getting 13kbps, dangerously close to the current GSM data rate of 9.6kbps. The downgrade holds good for EDGE, which has been promised at triple GPRS rates, so that means it will initially roll out at around 120kbps. GPRS is intended to roll out late this year, while the first EDGE systems are expected to launch in 2002. According to Petri Poyhonen, head of Nokia's GPRS business programme, the press has a responsibility to get the right message across to users, who've been getting the wrong impression about GPRS. No doubt Nokia has a responsibility to go through its Web site and revise down all those recklessly large numbers itself, but Petri didn't mention that. The real point of GPRS, says Poyhonen, is the permanent connection - and he's not wrong. If you can achieve 43kbps permanently via wireless, or even just 20kbps, in most cases you won't necessarily notice the relatively low speed, because you're not demanding data in heavy bursts, as you would via a dial-up connection. But the other piece of bad news about GPRS may interfere with your ability to have a permanent connection for any great length of time. Nokia Mobile Phones CTO Yrjo Neuvo vigorously scotches rumours that trial GPRS systems have been bursting into flames (certainly not Nokia ones, he smiles, they're "very cool"), but he does concede that GPRS is a heavy drain on power. This is something that'll carry over into 3G/UMTS systems, unless manufacturers can deliver substantially better battery life in the interim, but the major issue right now is the likely capability of the GPRS systems that'll have to go into mass production later this year. Neuvo is however optimistic, observing that GPRS will have to have comparable battery performance to existing systems, because customers wouldn't accept any less. Which we presume is where the elves come in... © link of the article theregister.co.uk

To: Uncle Frank who wrote (25512)	5/30/2000 7:43:00 PM
From: gdichaz	Respond to of 54805

Uncle Frank: Re Qualcomm. For completeness, here the email to a stockholder (not a letter to stockholders BTW) referenced earlier in my #25594, so those who wish to read it may do so here. Cha2 To: Ramsey Su who started this subject From: carranza2 Tuesday, May 30, 2000 3:26 PM ET Reply # of 11133 An email from Q's Ir to a shareholder follows: Subj: Re: (no subject) Date: 5/30/00 2:46:01 PM Eastern Daylight Time From: juliec@qualcomm.com (Julie Cunningham) To: MurfHaw@aol.com Dear Shareholder: On Friday, we issued a statement from Dr. Jacobs regarding the opportunity in China made possible by the positive vote on permanent normal trading status in the U.S House of Representatives last week. You can view that announcement on our web site at www.qualcomm.com. The news articles that make various statements about China Unicom's plans are speculative in nature and most often discuss the China Unicom initial public offering, which involves a subsidiary of China Unicom. Our agreement is with the parent company. China Unicom currently has a GSM network and they also have 5 Megahertz of spectrum dedicated to CDMA. They are saying that they will commence trials of CDMA, but beyond that have not discussed specific deployment plans or plans for 3G. We continue to believe that the world is going CDMA and that there will be CDMA deployments in China in the near future under our existing framework agreement. Sincerely Yours, Julie Cunningham Sr. Vice President, Investor Relations QUALCOMM Incorporated

To: Uncle Frank who wrote (25512)	5/30/2000 9:51:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Uncle Frank: Re: Qualcomm - requirements for royalty payments. [Note: The italics is from Mr.Fun who is wrong - Ericsson has agreed to pay the Q for all flavors of 3rd gen CDMA; the quote is Dr J speaking at a conference call] (All for tonight - sleep well) Cha2 To: Mr.Fun who wrote (5106) From: Kayaker Tuesday, May 30, 2000 9:07 PM ET Reply # of 5122 (Italics) Ericsson and Motorola have NOT agreed to pay royalties on W-CDMA and are as adament as Nokia that their IPR contribution to the standard is as valuable as QCOMs.(Close italics) - from Mr Fun [Dr J speaking at cc - see link] "Staying on the other, 3G, and in particular W-CDMA, major companies, Lucent, Ericsson, Nortel, Samsung, Philips, and a number of others are licensed today to do W-CDMA or DS CDMA, the mode of the ITU standard, proposed standard. And these license agreements require that these companies pay us royalties. And it's the same royalty, whether they sell products for CDMAone, whether they sell the products for MC CDMA, or whether they sell it for DS CDMA. " Message 12931020

To: Uncle Frank who wrote (25512)	6/1/2000 8:11:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Uncle Frank: Re: Qualcomm. Another clip. Cha2 To: Craig Schilling who started this subject From: Ruffian Thursday, Jun 1, 2000 1:47 AM ET Reply # of 72988 From Q Rocket Thread> nothing that hasn't already been speculated, but the source is a person who has previously identified themselves as having formerly worked at q and currently working for ericy in cdma infra... --- we@b - What "oops"? by: think2much_92126 (M/San Diego, CA) 5/31/00 10:47 pm Msg: 43598 of 43607 < ...Peterson's recent meetings with Chinese telecommunications companies, including China Unicom, indicated there won't be a new CDMA network until next year, he wrote in a research note... > Obviously, you don't comprehend what's happening. The Chinese may have decided not to deploy any more CDMA One networks, the current generation CDMA technology from Qualcomm. However, there is little question that they will MASSIVELY deploy the next generation CDMA technology from Qualcomm--CDMA2000--next year, when it becomes available. What was your point again? biz.yahoo.com