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To: shamsaee who wrote (26957)	6/28/2000 3:53:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 54805

shamsaee: Agree very much with your analysis re WCDMA and that Qualcomm wins with it even if it turns out to be dominant. But that I where I suggest a bit of caution. Re your statement: "since WCDMA looks to be the dominant 3G choice so far." That is the conventional wisdom, but I am always skeptical of convential wisdom. WCDMA simply does not yet exist, and it is not repeat not a necessary "upgrade" to the GSM infrastructure base. There is the very real possibility that (outside of Fortress Europa which is hopeless IMO) that the 1X and HDR paths will lead even GSMland to CDMA 2000 (or MC in the current terminology) After all, 1X is a "no brainer" per Dr J for CDMA, why is it not at least an attractive possibility for GSMland (again outside the closed and locked Europe) and 1X is the "first phase" of CDMA 2000 (MC). The political, bureaucratic and inertial pressures for WCDMA are strong certainly. But the technological and economic case is weak. I am old enough and observant enough (and sadly, cynical enough) to expect that the "best" solution is far from a slam dunk, but does it have a shot? I would like to think it does. And Dr J and his team are going to work to accomplish just that - using 1X and HDR as a major entry points. Once more, if you look at data and the internet / wireless nexus, no GSM "upgrade" cuts it. Best. Cha2

To: shamsaee who wrote (26957)	6/28/2000 11:29:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 54805

Shamsaee, I might be wrong, but I gathered that Bux's thinking was from Nokia's frame of reference. If Nokia truly believes their IPR in WCDMA will be a competitive threat to Qualcomm that helps Nokia negotiate better rates, Bux's theory makes sense to me. And especially considering Nokia's CEO who recently addressed the issues that his is a large company that fosters a culture of believing what they want to believe, I can easily see Nokia being way, way out in left field (maybe in the bleachers) when it comes to reality. The company I used to work for was tiny in comparison, yet top management simply didn't understand what was really hapenning in the field and their scorecard (revenue and earnings) showed it. --Mike Buckley