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

To: engineer who wrote (13242)	6/25/2000 10:13:00 PM
From: Eric L	Read Replies (1) \| Respond to of 13582

engineer, << IF telson already had an 1800 MHZ Korean PCS phone, that perhaps NOK would redo the user interface and retarget that phone into Brazil? >> Telson has 3 1800 MHZ CDMA PCS handsets telson.co.kr ==================== MODEL : NEON KTF-2016 OEM Product for Korea Telecom Freetel GENERAL DESCRIPTION * Mode : CDMA PCS * Freq : 1800MHz ==================== NEON KTF-3016 OEM Product for Korea Telecom Freetel GENERAL DESCRIPTION * Mode : CDMA PCS * Freq : 1800MHz ==================== LGP-6700F OEM product for LGIC GENERAL DESCRIPTION * Mode : CDMA PCS * Target Mkt.: Korea * Freq : 1800MHz ==================== VERY interesting. - Eric -

To: engineer who wrote (13242)	6/26/2000 9:05:00 AM
From: JohnG	Respond to of 13582

Engineer. Ok. So there is virtually unlimited phone mfg cacaciy currently availabl in Korea--and if Telson,for some reason, doesn't have adequate idle capacity, then $100MM and? months would provide that capacity. So, should we conclude that success in the phone business depends mainly on 1) buying an adequate supply of components cheap, and 2) marketing your phones in a superior way? Aparently NOK is doing a good job on both of these areas. JohnG

To: engineer who wrote (13242)	6/26/2000 9:51:00 AM
From: limtex	Respond to of 13582

Eng - Dr Jacobs has said in the CCs earlier this year that the Q has a technology lead of about a year over any competing technology. If that is still true then we ought to see 2-G or even 3-G handsets and operating systems being deployed in the US, Japan, Australia and Korea before the end of the year. If this happens then it seems to me that W-CDMA will be under the severest presure and may well face a credibility crisis. The other way round we still get the above markets but W-CDMA takes over the rest of the World. So what as long as they don't get the US and Japan remains a free market it doens't really matter if the rest of the World choses an inferior system and their populations and their economic growth suffer due to that. In fact it is really competitively good news for the US. Best regards, L

To: engineer who wrote (13242)	6/26/2000 12:01:00 PM
From: Eric L	Read Replies (1) \| Respond to of 13582

Re: CDMA 1800 Expanding on some of your points about the potential use of CDMA in 1800 MHz spectrum (Brazil, China, Turkey, Russia, Thailand, Philippines, et al. The new MSM5000 product spec sheet contains this language: "The MSM5000 device is a digital baseband chip that enables manufacturers to meet or exceed the specifications of mobile stations for worldwide cdmaOne and 3G CDMA 1xMC systems, including IS-95A, IS-95B, IS-2000 and its variants for PCS in Japan, Korea and South America." qualcomm.com While this language is missing from the 3000 series data sheets is it possible to assume that this capability is available in 3000 series chips? - Eric -