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To: Eric L who wrote (26303)	6/13/2000 4:48:00 PM
From: gdichaz	Respond to of 54805

Eric L: Chuckle re the article. We now have Gillot added to Synder and Cabi for quotes slamming Qualcomm. Do you suppose the news folks think we may have noticed the track record (miserable) of Synder and Cabi so have found a "new face"? Hope that the comments of these three "analysts" are given the weight they deserve - feather weight. But sadly this will do marginal temporary damage (again) to the "perception" of Qualcomm. And as we have seen in politics, perception is all important - reality close to irrelevant. Let's hope in the case of Qualcomm, reality has some relevance. But I digress. The main purpose of this post is to congratulate you for drawing the attention of those of us on this thread who pay attention, to "smart cards" and what they might mean in wireless. Schlumberger's announcement in Hong Kong makes your prediction real. Roaming between GSM and CDMA will be possible once the appropriate phones with the proper slots and innards and the necessary software adjustments (if any) are available. And I for one remember that you explained that making the use of "smart cards" possible was a sin qua non for CDMA in China. Hope you will take a well deserved bow, and comment when you can. Look forward to those comments. Thanks. Best. Cha2

To: Eric L who wrote (26303)	6/13/2000 5:10:00 PM
From: Boplicity	Respond to of 54805

re: The strategy is now akin to aspiring to be the "Intel Inside" of the wireless world. Unfortunately, Qualcomm's global market share is still closer to that of Apple's Macintosh computer than to the Windows-Intel duopoly market share. I would like to see your comments on what would happen to QCOM model if Cell Phones were to go software route ala net computer in the pc sector, where the ambient air interface is processor independent. Greg

To: Eric L who wrote (26303)	6/14/2000 1:52:00 AM
From: Ruffian	Respond to of 54805

Microsoft, Samsung in smart phone tie-up (UPDATE: Adds details, paras 3-6) SEOUL, June 14 (Reuters) - U.S. software giant Microsoft Corp (NasdaqNM:MSFT - news) announced on Wednesday a deal with South Korea's Samsung Electronics to design, develop and market a new generation of mobile phones. Samsung will be the first handset manufacturer to design a range of phones for both GSM and CDMA networks using Microsoft Mobile Explorer wireless communication platform for feature phones and the Microsoft smart phone platform, Microsoft said in a statement. Microsoft gave no figure for the potential value of the deal, which was announced at a meeting between Microsoft chairman Bill Gates and Samsung Electronics executive vice president K.T. Lee. The statement said Microsoft and Samsung would work with mobile operators on third-generation wireless network products. Microsoft said it expected Samsung's feature phones to reach the market in the second half of this year. Smart phones will be available next year. Mobile phone solutions are a key part of Microsoft's Internet-related wireless strategy. Samsung shares were up 9,000 won at 362,000 at 0523 GMT. Email this story - View most popular stories emailed

To: Eric L who wrote (26303)	6/14/2000 9:57:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

Eric L: Smart cards and CDMA. See from story below that GemPlus may actually be ahead of Schlumberger is smart cards for CDMA. At least the award has gone to GemPlus. Again congratulations on giving us a smart cards "heads up". Now, what can we invest in or when will there be a spin off IPO - hmmmmmmm? Thanks again. Best. Cha2 Story: To: Ramsey Su who started this subject From: Cooters Wednesday, Jun 14, 2000 8:50 AM ET Reply # of 12256 Gemplus Receives 2000 CDMA Industry Achievement Award; Announces Launch of Dedicated CDMA SIM Card Product Line --From AOL. Eric, when are we going to be able to invest in GemPlus?-- Cooters REDWOOD SHORES, Calif.--(BUSINESS WIRE)--June 14, 2000--The Code Division Multiple Access (CDMA) Development Group who supports CDMA, one of the most important technologies for mobile communications around the world, presented Gemplus an award that officially recognizes the role of smart cards to the success of CDMA. The 2000 CDMA Industry Achievement Award for Innovative Solutions recognizes the company's invaluable contribution and support to the advancement of CDMA technology. Gemplus is now actively driving the test phase for CDMA SIM card or the Removable User Identity Module (R-UIM) card. The company was the first in the world to provide a test CDMA SIM card compliant to TIA IS-820 standards for early adopters. Today the company announced that it has created a dedicated CDMA SIM product line that will provide flexibility for operators introducing the first CDMA SIM-based services. The first product is expected to be launched in summer 2000. "Gemplus is honored to receive this prestigious award from the CDMA Development Group," said Remy de Tonnac, president, Gemplus Americas. "It marks a milestone in the adoption of smart cards for CDMA networks. Gemplus recognized early the added value that smart cards bring to CDMA and we have been very active in specifying R-UIM standards that will allow CDMA operators to harness all the benefits brought by smart card technology." "The pioneering development work of our dedicated CDMA Marketing and Product group positions Gemplus at the forefront of early implementations," added de Tonnac. Smart cards in the telecommunications and wireless marketplace are known to increase network security, enhance subscription distribution logistics, increase service customization and portability, and provide a faster way of deploying secure transaction based services such as mobile banking, mobile trading and mobile commerce. Smart cards have also been accepted as the best security platform for wireless Internet services. "We are pleased to welcome Gemplus among the major contributors of the CDG," said Perry LaForge CDG's executive director. "The contribution of Gemplus was instrumental in the adoption of the R-UIM by the Telecommunications Industry Association in March 2000. This standardization represents a major step in the development of worldwide roaming as CDMA SIMs enable mobile users to personalize their handsets and access service regardless of the operator's digital technology of choice." "The adoption and the implementation of the SIM card for CDMA leads to further compatibility and inter-standard roaming between wireless networks, a necessity supporting the on-going global consolidation of the wireless industry," said Craig Farrill, CTO, Vodafone- AirTouch.