Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (27162)	7/1/2000 7:14:08 PM
From: quartersawyer	Read Replies (2) \| Respond to of 54805

<<Since both UMTS UTRA Direct Spread CDMA (DS) and cdma2000 Multi Carrier MC will evolve in phases we are likely to hear more statements out of Qualcomm like Dr. Jacobs.>> In the conference call, I believe Dr. J simply replied to a direct question "the DS standard is still unstable-- when it is standard, we can go forward with the chips."

To: Eric L who wrote (27162)	7/2/2000 2:59:22 AM
From: shamsaee	Read Replies (2) \| Respond to of 54805

Thank you for reply.Since DOcomo is the only scheduled roll out of wcdma next year and they have what you call their own specs,I took that as a standard without clearly defined specs.I understand that NOK,ERIC are planning on trials but upto date have not heard or read any concrete proof of a WCDMA asics being sampled while MSM5000 is being sampled as I right this. If I understood your post correctly,CDMA2000 is going to be a small minority and GPRS and eventually WCDMA will be dominant 3g upgrades.With reference to qcom and cdg group being excluded with 3GGP unless they endorse wcdma,it sounds like saying give up your standard and we will give you a place on the team,which really does not leave them much choice. I find all the news quite confusing and lots of mixed signals.I would appreciate your thoughts on ERIC CEO's comments that expensive spectrum might push carriers towards cdma2000 and edge.Could this possibly be a sign of splits within the camp in Europe and specificly voda's spectrum in the UK. Appreciate your reply, Shahram PS I tried to reply yesterday but SI won't let me post and all scr....d up.