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To: lurqer who wrote (30960)	9/2/2000 3:53:58 PM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Nice to see you back here, Lurqer, and thanks for the bouquet of roses you presented to G&K on the Porch: Message 14320512 As far as your comment on Nokia's strategy, >> I'll maintain that the GSM cabal's strategy is to delay and obfuscate. Clearly so, but it isn't working. Qualcomm continues to advance the state of the art, and from all reports, is increasing its competitive advantage. Installations based on their 3G approach will go operational in 4Q, and that will end the argument once and for all. In essence, all that the "GSM cabal" has done is delay the appreciation of Qualcomm's stock price, not 3G. If shareholders are patient, they will prosper as the reality of the situation sinks in to the carriers and Mr. Market. jmho, uf btw, I may be down in your area this weekend. If you're going to be around and would like to have a latte or a beer, PM me contact information.

To: lurqer who wrote (30960)	9/2/2000 8:26:00 PM
From: Eric L	Read Replies (3) \| Respond to of 54805

LL, << I'll maintain that the GSM cabal's strategy is to delay and obfuscate >> Wow and Holy Shmoley. A cabal within the GSM community? Man, that DUF is vintage "Coming of Range" stuff. I find it a stretch. In fact, that statement made me run directly to the dictionary to check the definitions of both cabal and obfuscate, to see if they were defined any differently than I understood them. They are not. >> ca·bal (k?-bal') n. 1. A conspiratorial group of plotters or intriguers: "Espionage is quite precisely it- a cabal of powerful men, working secretly" (Frank Conroy). 2. A secret scheme or plot. See Synonyms at conspiracy. ob·fus·cate (ob'f?-skat', ob-fus'kat') v. tr., ob·fus·cat·ed, ob·fus·cat·ing, ob·fus·cates. 1. To make so confused or opaque as to be difficult to perceive or understand: "A great effort was made . . . to obscure or obfuscate the truth" (Robert Conquest). 2. To render indistinct or dim; darken: The fog obfuscated the shore. - The American Heritage® Dictionary of the English Language, Third Edition Copyright © 1992, 1996 - << Maybe you are talking about the old Hebrew meaning of the word (I Hope) from which cabal was derived? But if you are not I particularly find it a stretch after the dramatic announcement by 3GPP that came out of Beijing on the 19th of July (while I was on walkabout and which I missed and am just now beginning to absorb the significance of): 3gpp.org Remember that before "GSM" was referred to as a technology, or a platform, and before their was a community of carriers operating, it was a standard, a European standard at that, and that standard was maintained for 18 years by ETSI, even as GSM became a worldwide community, and the standard evolved to reflect this. The end of ETSI's tenure as keeper of the GSM standard is, IMO, a most dramatic moment in the history of telecommunications. The fact that 3GPP now controls every air interface standard except for Multi-Carrier (and this vapourware called HDR/1xEV) for both 2.5G and 3G is significant. I guess if there is a cabal in GSMland or TDMA-EDGEland that cabal has expanded? Maybe this is a 3GPP cabal? I mean here we have guys representing the dominant technology in the world (GSM) teamed up with guys representing what is the fastest growing standard in the world this year (TDMA-EDGE) which also is the dominant technology in both North America and South America. If there is a cabal, we are in deep fertile something or other. Now having said all this I need to add that, cabal or no cabal, The GSM community is not into obfuscation. 3GPP's mission is fast tracking standards and boy have they ever done that. And over there in 3GPP2 we have CDG trying to figure out how to emulate that fast track stuff, and whether or not they should accept the invitation to join 3GPP (which maybe they have already decided to do). Maybe they will join the cabal. << I disagree with the DoCoMo part of Callisto's thesis. In fact since I view time to be so important in this "conflict", I'm overjoyed at DoCoMo's pell-mell rush to deployment >> I am with you on this in spades. DoCoMo is on a fast track . I am not going to invest in them but I sure watch every move they make (and it is hard to keep up). They have been, and remain, the most influential driver of 3G, cdma, the wirelessweb, and wireless multimedia. They will start the old QCOM meter clicking very soon. They are one step ahead. While others are thinking 2.5G voice and data, they are driving 3G multimedia, and there focus is NOT on IP revenue they will derive from this initiative (and they will derive some, and they deserve to). but in the main, they will let their vendors battle over IP. << Given the news today from Japan Telecom Co and DDI's plans, next year's developments in Japan should provide a very interesting, high visibility test >> With ya on that one too. More test than revenue for Q, next year, like DoCoMo, but it sets the stage for meter clicks. I am about to agree with our thread founder for the second time today (a record). Frank sagely said, and said it well and it deserves a bold: While it might be satisfying for Qualcomm to threaten it's adversaries with a lock out from their technology, as Rambus has, massive licensing revenue from Nokia and NTT for 3G is a far more attractive reward then revenge. - Eric -