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


To: gdichaz who wrote (27239)7/3/2000 4:00:49 PM
From: Eric L  Read Replies (2) | Respond to of 54805
 
Hi Cha2,

<< Suggest you may have hit a major point which I was trying to deal with in making a distinction as to which CDMA flavor works best in which set of spectrum >>

I am, BTW, not ignoring your original post on this subject. You suggested a good format for ongoing discussion of this. I'm trying to phrase the proper response.

In the interim, Qualcomm investors should not be overly concerned, IMO, with the fact that DS UMTS will become the predominant 3G mobile telephony standard.

DS UMTS is CDMA. MC (1x to 1xHDR to 3X) is the CDMA migration path Dr. Jacobs courageously assured for IS-95 carriers.

3G is Multimedia (not just voice and data). We are just across the chasm on wireless voice and data , nowhere near on multimedia. Meantime, CDMA continues in hypergrowth with lots of voice, and a little data.

CDMA was commercialized by Qualcomm. They figured how to regulate power for it. CDMA is an extremely complex air interface compared to TDMA, GSM, GPRS.

You can NOT work around QCOM IP in CDMA. The only alternative is to find an alternative like GPRS & EDGE) and in attempting to do so, you lose time and spectral efficiency.

Hey, it would be great if everybody adopted cdma2000 for 3G. Won't happen. The open standard will dominate, but thats tomorrow, not today.

- Eric -



To: gdichaz who wrote (27239)7/3/2000 11:24:37 PM
From: quartersawyer  Respond to of 54805
 
Cha2--<the Koreans may figure they can upgrade their current spectrum through 1X-MC (or the first phase of CDMA 2000) this year>
Yes, an e-mail from Perry LaForge today says that SK Telecom will install 1X/HDR during Q4.

<and then: looking toward a broad export base, go to WCDMA (DS)in the new spectrum (at least as an option).>
i.e., when the agreements are complete, royalties are assigned, licenses issued, cards and multimode chips ready. I hope the conditions improve sufficiently to allow Q to put their talents and backs into the effort.