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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (11704)	6/6/2000 9:21:00 PM
From: Bulls	Respond to of 13582

Interesting read. You guys know Schilling right? Father of CMDA. Look who he says has W-CDMA. It might surprise you. Seems they see cdma2000 as 20% and W-CDMA 80%. Thoughts? Comments? Flames? IDCC Post New Message \| View Replies By: mickeybritt Reply To: None Tuesday, 6 Jun 2000 at 7:25 PM EDT Post # of 15118 < Previous Respond Next > From the Golden Bridge Business Plan Here are the excerpts from the Golden Bridge business plan sent to Morgan Stanley to bring Golden Bridge public. Pay close attention to what Golden Bridge says, and Schilling was insturmental in getting 3G recognized. 4 a) Optimizing equipment and system capacity for mobile internet access for commerce and data services; b) Lowering the capital investment by lowering the terminal & network operations cost; and c) Lead the standardization efforts by providing technological leadership and advocating open systems. This strategic positioning is now allowing the Company to profit from the advent of the 3G wireless markets and the adoption of the W-CDMA technology. Standards Process and Competition The standardization landscape has been largely fractured between 2 camps that have dominated the current 2G digital wireless space: GSM (Global System for Mobile Communications) and CDMAOne (also known as IS-95). This fraction has been somewhat mended with the ITU's effort. As a result the two standards will now be open allowing the creation of a universal standard that is closer to full interoperability than was possible before. This is expected to advance the pace of testing and ensure the rollout of higher speed data services from service providers in the latter half of 2000. 3GPP1 -- W-CDMA: GSM is the leading digital wireless telephone air interface worldwide dominating in Europe, most of Asia, Africa and the Middle East. This group supports and favors the technically superior W-CDMA technology. GBT's CPCH has been adopted into this 3G standard, which provides a natural migration path for all GSM based systems. The W-CDMA camp is even bigger than the GSM due to the addition of Japan's support and is estimated to have 80% of the 3G markets. 3GPP2 ? CDMA2000: CDMAOne is the dominating digital wireless service in the US and some part of Asia. Qualcomm, the pioneer of the CDMAOne, leads the CDMAOne group, which favors a different 3G standard known as CDMA2000. The CDMAOne subscriber base is only about 20% of the world's digital subscriber base. 8 GBT believes that W-CDMA with its wide support from the GSM base will make up the majority of the 3G systems implemented in the future. This belief is validated by the fact that Japan with 40 million cell phone users has committed to move from its proprietary PDC system to the W-CDMA based system for its 3G rollout beginning next year. This has opened doors for GBT to discuss licensing arrangements with equipment manufacturers like Denso, Fujitsu, Mitsubishi, NEC, Ericsson, Motorola, Nokia, Lucent, Toshiba, Sony, Siemens, Hyundai and Panasonic. GBT is in discussions with these companies and others relative to licensing and other revenue streams. In the US, AT&T is also seriously considering transitioning its current 2G TDMA technology, which is inadequate for mobile high data rate transmission to the 3G W-CDMA technology. GBT was invited to present its technology to select engineers from AT&T and Lucent for evaluation. Of the two different 3G standards being advocated for adoption, GBT recognizes that Qualcomm, Inc. has essential 3G intellectual property rights for the CDMA2000 standard while InterDigital Communications Corporation has such for the W-CDMA standard. Both companies are fully capable of building a 3G W-CDMA ASIC to compete with that of GBT's. However, the Company believes that ASICs incorporating the common packet channel (CPCH) would inevitably require use of GBT patents. The greatest risk for GBT lies in the marketing, protection and enforcement of the Company's IPRs. GBT can overcome these risks because of three factors: = 8 Based on IDC estimates found in PriceWaterhouseCoopers Technology Forecast: 1999.