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

To: shamsaee who wrote (28363)	7/19/2000 8:04:20 PM
From: LindyBill	Read Replies (3) \| Respond to of 54805

Another "ho-hummer" earnings report out of Q. Nothing there to make me get back in yet. Mr. Market will not be too happy tomorrow with Q, I think. But I think Mr. Market will be very happy tomorrow with SNDK!

To: shamsaee who wrote (28363)	7/19/2000 8:25:02 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

shamsaee, << Just listened to the conference call and again IJ said WCDMA is not a set spec and there is a 1999 version that NTT rolls out next year and a 2000 version and again a 2001 version. >> As to there being a 1999 version 'Release 99' (analogous to 1xMC phase 0 interim standard for cdma2000) he is correct. As to the 'Release2000' standard he is also correct. This standard concentrates on services. An outline of what will be in 'Release2000' has been available publicly on the ETSI site for at least 8 months and has gone through several revisions. There will be additional releases through 2005. Given a typical lead time of 2 years from standard to delivery of fully compliant systems (terminals generally last) it will be about 2007 before we see the fully evolved UMTS UTRA DS system. I am by the way under the impression that the IS-95-C that SK Telecom plans to roll out is essentially the 1xMC phase 0 draft specification published last July or August and will use the MSM 5000 chipset. DDI IDO, and China Unicom will probably delay for a later version for complete commercial launch. Both will require a R-UIM and that is the MSM5100 or derivative, and they will probably want HDR. << He said there are a lot of companies trying to get their IPR in >> You can bet on that. Plenty of it. Tis the wonderful world of committee based open architecture, but there is more to it than that. There are carriers needs, regions needs, to consider, and technology to evolve. << Is this like a standard that is more to do,with a little bit of every ones IPR to please all, rather than what is the best technology. >> To a certain degree perhaps, but its really about the best technology. All this is no doubt VERY frustrating to Dr. Jacobs whose associates and staff are not part of the 3GPP committee standardization process for UMTS UTRA DS. This of course puts Qualcomm somewhat at a disadvantage in chipset design and in properly harmonizing their own proprietary technology with the predominant third generation technology in a fashion that is acceptable to OHG, and in turn to carriers who choose technology. Now in the meantime Qualcomm is in a position where they have chosen to also evolve a standard in phases to get to the best most competitive technology and they currently don't have a standard for 1xEV, HDR 3XMC, or 3xEV. In short, they have a 3G standard in name only, and one that applies only to IS-95 operators. Some of their value chain is placed somewhat at a disadvantage as a result. One of these hours I'll have to listen to a replay of the CC. What did you think of the CC overall? - Eric -