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To: gdichaz who wrote (28120)	7/17/2000 3:41:03 PM
From: Seeker of Truth	Read Replies (3) \| Respond to of 54805

DoCoMo, NTT's majority owned subsidiary announced that they will begin service in May, 2001 with WCDMA. They haven't agreed to pay a cent to QCOM. If they don't make the chips who does and does that company intend to pay QCOM? It's all very mysterious. Have you any idea about this?

To: gdichaz who wrote (28120)	7/17/2000 3:51:59 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Cha2, << Huh? CDMA2000 is vaporware when it is being introduced into commercial operation in Korea within 3 months. >> Huh? What? I specifically said cdma2000 3x is VAPORWARE <g> or :-(. And the emoticons express my grin and bear it attitude. 1xMC Phase 0 is being introduced in 3 months. Max data rate of 144kbps (not 3G compliant) and no R-UIM (not strictly 3G compliant because it can't authenticate to a GSM based network) and it uses only a portion of IMT-2000 bandwidth. Its a marvelous upgrade to an existing IS-95 Network. It'll blow the doors off GPRS and probably (but not necessarily) the initial implementations of W-CDMA that precede UMTS UTRA DS. << Or if you mean 3x only, which I assume, how can Samsung announced that it can provide 15Mbps of data speed using 5Mkz if 3x is vaporware? >> I do mean 3xMC. I mean an air interface technology that takes advantage of the full IMT-2000 spectrum and is interoperable with existing GSM networks. You know, the spectrum carriers are spending billions of dollars to license. I mean a technology that the carriers want rather than the technology the company we invest in wants to provide. You will have to ask Samsung. Is there a 3xMC standard? Heck, is there an HDR or 1xEV standard? When will 3xMC trial? When will it deliver? Will it work out of the box? At what typical speed? Telecom's are funny. They demand a hard specification translated into a standard. Occasionally you get an adventurous type like DoCoMo who will launch an upgradeable system after the standard is set. That's rare. That's why IS-95 launched late. Qualcomm had to go through the boring phase of standards approval (completed in 1993) even though BAM trialed in 1992. Approve the standard and about 2 years later you get to commercial launch. Sometimes this stretches out a bit. Good news this morning on the patent reaffirmations and I like what the stock has done as a result. Fingers crossed for earnings and the CC. Meantime, I'm waiting for the full announcement of the trial IP network that my favorite gorilla (CSCO) is going to deliver with Motorola to NTT DoCoMo this fall. Now that is exciting. - Eric -