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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: foundation who wrote (82)	6/29/2000 9:42:00 AM
From: slacker711	Read Replies (3) \| Respond to of 197519

Am I off my nut, or isn't SK on record as rolling out 1x later this year?? Why would they give up this time to market advantage to wait an indefinate period for wCDMA, and deal with the 20-30 companies claiming IP?? CDMA royalties will without doubt have lower cumulative royalties than either GSM or wCDMA... SK Telecom will definitely roll-out 1xrtt in their current spectrum. The debate in Korea centers around what standard will be rolled out in the new spectrum (2000MHz) that will be auctioned off later this year. I dont think that in the case of SK Telecom that they are really swayed by royalties....after-all, as an operator, they dont pay the royalties. If Ericsson/Nokia can convince them the benefits of a W-CDMA system are greater than CDMA2000 (increased roaming, handset selection) then their is a chance that W-CDMA will be selected. The wild card in this is NTT Docomo....they were talking about taking a stake in SK Telecom, but I dont believe that has happened yet. Same type of debate as in Japan.... Slacker

To: foundation who wrote (82)	6/29/2000 10:52:00 AM
From: Eric L	Respond to of 197519

blg, << Am I off my nut, or isn't SK on record as rolling out 1x later this year?? >> Yes (no you're not nuts <g>. 1xMC in existing spectrum. Check out CDG Executive Briefing, Evolution to 3G: Financial and Technical Perspectives by Myungsoon Park, Service Production Strategy Team, SK Telecom (March 29, 2000): cdg.org This shows the evolved SK Telecom 3G network that includes DS. Slide 16 addresses "IMT-MC to build upon IS-2000 network" and "DS-41 system to bridge existing CDMA technology with IMT-DS (enhanced global roaming)", and slide 17 addresses Deploying IS-2000 network capable of supporting IMT-MC/DS. As you know Nokia has the services contract to plan the evolved 3G IP network, and will work with Cisco. - Eric -