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

To: Eric L who wrote (27539)	7/9/2000 5:35:49 PM
From: quartersawyer	Read Replies (1) \| Respond to of 54805

Eric L-- <WCDMA was defined with no requirements on second-generation backward compatibility.> That was the bitter part. Qualcomm in the winter of '99 advised that they would never license a variation on the technology they created which stranded existing customers. Apparently changes began post-haste. <The goal of an unqualified single standard for implementation worldwide is not a reality. Operators have too much invested in their existing infrastructure and subscriber base; however, limited worldwide roaming will be possible with 3G.> (From the Intel article) Intel is working on dual and tri-mode asics, but their idea of "limited" is questionable. Dr. Jacobs is confident that 1)Qualcomm's multi-mode asics will be "superior"; 2) we'll be moving to common network protocols on the internet. The technology and its jargon can be difficult, but at least now we can put in context what that little "i" stands for.