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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: EJhonsa who wrote (4047)	10/27/2000 8:03:56 PM
From: mightylakers	Read Replies (1) \| Respond to of 197252

Eric, is most likely due to the fact that they have to build out a GSM-MAP core from scratch, Where do you hear that from??? That rollout has nothing to do with GSM-MAP. And FYI(I already posted this on RB clu board) I have a buddy working for Cisco and he told me something really surprised yesterday. NTT is doing Mobile IP with csco right now. They are doing all those PDSN, HA FA stuff. Guess what, that's CDMA2000 side of IP networks ideer. Interesting huh...

To: EJhonsa who wrote (4047)	10/27/2000 10:26:01 PM
From: foundation	Read Replies (2) \| Respond to of 197252

"..The limited rollout on DoCoMo's part is most likely due... ---------- Eric, You are a loyal defender of the cause. Your's is a progressively problematic role. I'm most pleased I don't share your responsibilities. Your latest effort feels a bit - stretched. Most understandable, considering the material. "Did you ever think that this concession on 3GPP2's part might merely be for getting Unicom to use nothing but cdma2000 in new spectrum?" Eric, the fact is, that China using, importing, wCDMA technology is antithetical to their expressed desire for indigenous research, development, and manufacturing capabilities. wCDMA would be a step backward for China's interests. You've yet to offer, in response to my thesis, one viable reason why China would prefer wCDMA. You lastly suggested that the reason was that wCDMA would more easily upgrade GSM legacy systems - to which I accurately responded that the 1x EV-DV specification (incorporating LAS-CDMA) is both ANSI-41 and GSM Map compliant - making it an equally appropriate candidate for GSM upgrades. (Recall - this is, in part, China's Standard - and as such it is being designed with China's requirements in mind.) However, I've come up with a possible reason why China would prefer using wCDMA ---- that, for some reason, they're needlessly motivated to enrich NOK and ERICY at the expense of their Nation, their Operators, and their Suppliers. Sorry - it's the best I can come up with. And, yes, Eric, I find glee in NTT's pathetic confession. From dismal GPRS handset failures - to wCDMA's distorted press and retreating expectations - viable options to QCOM's and China's Standard diminish by the moment. ben

To: EJhonsa who wrote (4047)	10/27/2000 10:48:46 PM
From: engineer	Respond to of 197252

And so did CDMA. But we rolled out the entire Sprint network in 18 months. If they need 4 years, they ain't got nuthin.. We started installation of Sprint in early 1995 and had it up and running in 20 cities with a few hundred thousand subscribers in about 18 months. If they really have a system they can roll out in the next 6 months (their proposed launch) then they should be able to provide a full service system in 2002 with 1M subs on it. If not, they are just blowing hte vaporware around....

To: EJhonsa who wrote (4047)	10/28/2000 8:18:24 AM
From: 100cfm	Read Replies (1) \| Respond to of 197252

EJ, your reasoning would start to make some sense of this WCDMA issue but I have one problem with it. If Unicom can build out a 10 million subscriber system in one year basicaly from scratch then surely DOCOMO could do the same with WCDMA. So the slow rollout can't be entirely due to starting from scratch. I aslo would not expect China mobile to have a much higher success rate then DOCOMO in converting and signing on new subscribers. Knowing that WCDMA is technically inferior and costs more to install, that left roaming as the only logical reason to go WCDMA but with that kind of ramp in subscribers that theory gets blown out of the water. Go one step further and take the DOCOMO ramp rate and apply it to all the carriers touting WCDMA and then divide all the handset manufacturers into that number and it hardly seems worth anybodys effort to produce WCDMA handsets. We also know that DOCOMO's system is busting at the seams so a fast buildout would make sense, it would also make sense that i-mode users would flock to the faster service(64k vs 9.6k) which would mandate a faster buildout. I still think we are missing something or the DOCOMO release is inaccurate cause none of it is making any sense.