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To: tekboy who wrote (27042)	6/29/2000 10:02:00 AM
From: Eric L	Respond to of 54805

Tek, Re: Korea - QCOM - 7/10/00 Decision pending on cdma2000 v. UMTS/UTRA DS The Korean decision on whether cdma2000 (MC) or UMTS/UTRA (or a choice of either) will be mandated (allowed) will evidently be made on July 10. Article titled "Conflict Over IMT-2000 Technology Standard Escalating" from the Korea Times is here: hk.co.kr Excerpt: "The controversy flared as SK Telecom, the nation's largest mobile carrier, made known its intention to adopt the GSM-based direct spread type for 3G service." but: "Sok's remark is viewed as a subtle indication that Korea Telecom, whose largest shareholder is the government, may opt for the Qualcomm-led multicarrier mode of IMT-2000 rather than the European mode." The decision of the Korean Ministry of Information and Communication potentially has significant implications for Qualcomm. It amplifies the importance of settling IPR issues for UTRA (WCDMA). It makes it imperative that Qualcomm be able to compete in the design of DS ASICs. Right now these are "Uncertainties". It is clear that SK Telecom will upgrade its existing spectrum for 1xMC and potentially 3xMC in the future (which is good news for the short term), but it is becoming abundantly clear that unless mandated differently they will implement DS in the new spectrum. Whatever (if anything) is going on between NOK & QCOM is potentially very important. Nokia has the services contract to design and implement SK Telecom's 3rd generation IP network with its bridge to their 2nd generation network. July 10 becomes an important date on the Qualcomm calendar. - Eric -