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

To: Mike Buckley who wrote (27737)	7/12/2000 5:16:27 PM
From: sditto	Respond to of 54805

More good news for QCOM longs: Now that I’m content with the inevitable nature of CDMA deployment, I’m turning my attention to what needs to happen to unleash the wireless data tornado sooner rather than later. The key seems to be establishing the value chain for 1xMC deployment and not having to wait for full allocation and deployment of new 3G spectrum. A few of the important value chain components will include: 1. Operators announce their commitment to deploy a 1xMC overlay to existing networks 2. QCOM produces and ships 1xMC base station and handset chips for trials 3. Operators and Manufacturers deliver successful 1xMC field trials 4. QCOM produces and ships 1xMC base station and handset chips in quantity 5. Manufacturers produce and ship 1xMC base station cards and software in quantity 6. Manufacturers produce and ship 1xMC handsets and data terminal equipment in quantity 7. Operators deploy 1xMC services in major metro areas at prices compatible with DSL Based on the recent Bloomberg interview with Dr. Jacobs, #1 seems to be here with #3 in progress: “SK Telecom has announced that they will be providing the 1xMC technology roughly in October this year and KT Freetel in roughly November this year and so the very first third-generation technologies will be based on our 1x technology will be available this year. We'll be able to see the impact of that great improvement in both voice capacity and data rates before the end of this year in Korea. Based on the recent QCOM press release of 6/12/00, #2 appears to be here: “Trials of HDR using QUALCOMM's iMSM4500(TM) Mobile Station Modem (MSM(TM)) chipset and system software, scheduled to begin in the summer of 2000, will offer customers the chance to further evaluate HDR technology.” Based on the recent QCOM press release of 6/12/00 and releases from various manufacturers since then, #4, #5, and #6 appear on track for 2001: “The iMSM5500 chipset and system software will provide up to twice the overall capacity of voice users over IS-95A and IS-95B, plus the 2.4 Mbps speed of HDR, fully realizing the convergence of the Internet and wireless technologies and services. Also part of QCT's end-to-end HDR solution is the CSM5500(TM) Cell Site Modem (CSM(TM)) chipset. The CSM5500 solution, the industry's first HDR CSM standards-based chipset that supports 2.4 Mbps peak rate, represents an economical, power-efficient and highly compatible upgrade from existing Field-Programmable Gate Array (FPGA)-based HDR infrastructure solutions. Samples of both the iMSM5500 and CSM5500 chipsets and system software are scheduled for mid-2001 with production quantities scheduled for the second half of 2001.” Based on the recent interview by the staff of the451.com with 3GPP2 reps from QCOM, LU, NOK, and MOT, #7 seems to be feasible: “HDR is expected to be competitive with DSL- and cable-based solutions and will support mobile access. Data rates of up to 1.8 Mbps in a fixed and mobile environment were recently demonstrated utilizing a variety of terminal equipment.” sditto@Toto,Ihaveafeelingwe’renotinKansasanymore.com