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To: Eric L who wrote (28366)	7/19/2000 9:07:33 PM
From: shamsaee	Read Replies (1) \| Respond to of 54805

I hope I don't get flamed for this but these are my impressions. 1)Very honest answers to the best of their ability. 2)Definitely short term pressure to meet estimates and past growth rates. 3)Definitely in the middle of a big transition to 1x. 4)A little vague about IPR issues with wcdma and cross licensing of GSM IPR(maybe by design due to on going negotiations). 5)Definitely the best in the CDMA business on KNOW HOW,IPR and product development.Pleasant surprise on wcdma chip development. 6)Fighting people with deep pockets who have a large amount invested in WCDMA as a Dominant Standard(IJ Ref. to korean carriers decision on 3G being influenced by outside investments into those companies) 7)NTT is a much bigger player than I thought,probably more than NOK. No respect for SNYDER who did not even ask a question.I liked cabi and thought he was very professional and knew what he was talking about(If I get flamed for this so be it). I have a lot more realistic view of things.

To: Eric L who wrote (28366)	7/19/2000 10:34:30 PM
From: DaveMG	Read Replies (1) \| Respond to of 54805

Hi again, 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 Perhaps the price of membership was deemed to high, ie the patent pool? 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. Isn't everyone disadvantaged, no one is in complete proprietary control, ie open standard.? Is QCOM as disadvantaged as some would have us believe? Probably not, at least if you believe IJ (listen to the call). 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. I find this somewhat confusing. Are the Koreans for example hesitating to adopt CDMA2000 3XMC because it's not yet standardized? That's not the impression I get. It seems to be much more a question of market/political issues than technical ones. And are not the two camps really in very different positions? One standard is evolutionary (CDMA2000) and the other WCDMA not. Dave