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

To: Gus who wrote (5383)	6/9/2000 3:53:00 PM
From: Ruffian	Respond to of 34857

Sounds like you had the grape flavor for lunch! eom

To: Gus who wrote (5383)	6/9/2000 5:49:00 PM
From: Ruffian	Read Replies (2) \| Respond to of 34857

<I have in fact sparred with corpgold in the past on his home turf. He is very good with technical sounding arguments, but when it comes down to the nuts and bolts of the real world implementations, he suffers lockup.> Lock-Up- From the Kool-Aid? lol. First of all, I have some ad hominem commentaries about corpgold. Corpgold is an Interdigital Communications LONG who is the "technical" right hand man to Bill Dalglish. While Corpgold seems to have a fair grasp of the technical issues regarding the core technologies involved, I have found very little verification for his interpretations regarding his spin on the technologies involved. Granted, a lot of it can be pretty abstract, BUT, if it is too abstract, the bottom line of real world application comes in to question. Now, for the meat of his argument. Initially he is implying that QCOM does not have the sort of "core" IPR for WCDMA that it claims. You can pay royalties to anyone for IPR, and not dispute the issue. That's always been true. But if you don't pay the royalties, then you have to worry about patent infringement. Can WCDMA be implemented without infringing? For most of us, except the truly technically knowledgeable, the answer is a matter of faith. QCOM has stated publically that the answer is NO, and that you have to pay QCOM royalties for WCDMA, and so far the players in the game (with the notable exception of NOK), have agreed. The later commentary is circuitous, and I am not sure what he means. For most, "later" would mean having a commercially operating system. If you have evidence of a timetable for a commercially viable WCDMA system, please let us know. The Japan "buildout" is testing as far as I understand, not commercial availability, and that comes out in March 2001. If I am wrong on this, please clarify that show me the support (granted, I do not have a link to suppor here either, but I don't have the time to dig through all of my research right now, perhaps others here can clarify this issue). 2 1/2 G vs. 3 G. Where does 1XRTT fail to meet 3G standards? Calling the Japanese the first recognized 3G system is probably true, since the WCDMA camp doesn't want to recognize CDMA2000. It may be even true, based on some odd tricks of the wording in a definition of 3G by the UMTS (i.e. what bandwidth of spectrum must be used, or how it can be allocated), however, from a service provided standpoint, what is the answer? Finally, more bandwidth does technically imply more potential data, but then why isn't TDMA competitive? The efficient use of bandwidth is a critical issue for carriers. WIDER IS NOT BETTER for bandwidth use. I have no idea why there seems to be this delusion. If WCDMA uses a wider band of spectrum than CDMA2000, how is that better? If you get 2 WCDMA channels for 3 CDMA2000 channels, where is the advantage? I have in fact sparred with corpgold in the past on his home turf. He is very good with technical sounding arguments, but when it comes down to the nuts and bolts of the real world implementations, he suffers lockup. Now obviously, there is a lot of information out there. He has his take on it, as do I. And everyone is able to dig it out for themselves. If you want a guru, and like corpgold, then feel free to believe his take on the industry. As always, just MHO Soulwracker From The Boys..........