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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Gus who wrote (5372)	6/9/2000 2:13:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 34857

Gus, put the Kool-Aid down for a while, it is affecting what is left of your senses.

To: Gus who wrote (5372)	6/9/2000 3:57:00 PM
From: q_long	Respond to of 34857

<Sure, DDI eventually agreed to moving to CDMA2000 in 2002 -- a full year behind Docomo's rollout of WCDMA -> This past tense sounds a little presumptuous for something that is not even commercially viable yet

To: Gus who wrote (5372)	6/9/2000 5:56:00 PM
From: Ruffian	Respond to of 34857

More Lock-Up> lol. can't rebut everything that this IDCC chap said, but I can take cracks at various points made in the several links you posted. 1) The analogy about "rates" for accountants and Qualcomm is flawed. Q has a "license one patent, license all" pricing scheme. You need power control? That'll cost you the full 5%. Soft handoff? That also costs 5%. Any of the Q's other CDMA patents? Also included in the 5%. IF Qualcomm has ANY essential patents, Qualcomm can CHOOSE to accept or reject any patent offer. Ericsson has believed that Q has essential patents to WCDMA since last March! Patent and royalty pooling has been rejected by Qualcomm. They WILL get paid -- and if they don't get paid, they will sue the bejeezus out of any company perceived to infringe. If IDCC can get some royalties from 3G IPRs, bully for them. I'm not short IDCC, and there's plenty of money to be made for everyone, including IDCC, QCOM, and NOK. 2) The definition of "3G" is played fast and loose by both sides; I believe the poster is correct when he says that 1X is technically 2.5G. Of course, so is EDGE, but NOK and friends call it 3G. Customers won't care if a service is defined as 3G by whatever international organization you select; they will care about quality service at reasonable prices in a reasonable time-frame. 1X, when combined with HDR, however, provides better-than-3G speeds. This talk about "true" or "recognized" 3G vs. 2.5G is just marketing bluster on both sides. 3a) With regard to 3G roll-out speeds, you need to have WCDMA chips to put in phones before you can deploy WCDMA. See the article Ruffian posted previously for a link saying that ERICY's WCDMA equipment still weighs 240 pounds. Maybe NOK or DoCoMo's equipment is better, but I'm not holding my breath for a WCDMA rollout in 2001. I'm happy if they do; Q still gets paid (see item #1). Show me working WCDMA chips, please. 3b) HDR handheld prototype units are ready. See qualcomm.com Sample IS-95/HDR chips (the iMSM4500) should be ready by 4Q 2000. qualcomm.com To be fair, they aren't here yet. The iMSM5500 1X/HDR chip is expected to ship test quantities in 2Q 2001. 3c) A 1X chip (the MSM5000) has been shipping test quantities since February 2000. See qualcomm.com ml 5) I am not sufficiently techno-savvy to address the "wideband scalability" concerns of WCDMA vs. CDMA2000 (i.e. going from 5 Mhz to 10 Mhz). Perhaps this is a killer flaw in CDMA2000, but this isn't a concern I've heard. 3X may arrive at the same time as WCDMA, but in the meantime GSM carriers will fight 1X with ... GPRS? EDGE? Yeah, right. Power-hungry, spectally inefficient and hot to the touch does not a sound technology make. To summarize, Qualcomm's tech is here today. Either NOK's WCDMA equipment still weighs 240 pounds or they're infringing Qualcomm's patents. I sleep well at night.