Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nokia Corp. (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: EJhonsa who wrote (49)	11/14/2000 3:51:45 PM
From: tero kuittinen	Read Replies (2) \| Respond to of 9255

Those are good points, Eric - and I at least try to understand the network problems. But I get this sense that a lot of people aren't even attempting to understand the consumer product side of the equation. That's why so many people flat out refused to even consider the possibility of Korea adopting W-CDMA. They only looked at the network build-up costs and simply refused to contemplate roaming and handset availability. I'm talking about the consumer product issues, because that is something many people have resolved to ignore at all costs. That doesn't mean I don't accept the spectrum problems - I just don't rank it as the most important issue in the industry. In addition to Korea, the "no way, no how" mentality was used to shut out any possibility that Brazil might want to migrate to W-CDMA. And now the indications that AT&T and Cingular are considering adopting GPRS is also facing the same incredulity and scorn. It's clear by now that Korean operators do not want to end up with a 3G standard that would isolate the country from full-fledged Asian roaming. It is possible that cdma2000 can guarantee region-wide roaming - but it does not look likely. You talk about cdma2000 being available by 2003. Fine; but this does not address the production volume problems. It does not remove the uncertainty about just how committed the handset vendors willl be. If Korean IT companies are now doing a sharp U-turn to realign themselves with the W-CDMA world - would they really cherish the chance of another U-turn in a couple of years? Spectrum problems may be a really big issue - but apparently the "orphan standard" issue looms just as big. Ignoring the latter issue only makes the recent decisions made by various operators seem totally incomprehensible; which they are not. There aren't any easy options left for either Korea, Brazil or US TDMA operators. They just need to pick the smallest evil. Those decisions are not going to be a slam-dunk - which some expected them to be. Tero

To: EJhonsa who wrote (49)	11/14/2000 3:57:09 PM
From: deeno	Respond to of 9255

As a non tech consumer, Why do I care about any of these standards. What is it that they offer thats going to make me throw out $200 phone or $400 palm in the trash and buy a new one or if I dont have one, why should I buy one of these? Now I know that this discussion of standards is vitally important to the various infrastructure companies and profitability is ultimatly important, but if these guys dont sell more equipment or services the industry will likely remain very quiet. It seems to me the company that brings these new fangled stuff FIRST and makes me throw away my old stuff is going to make money first. So CDMA2000, WCDMA, IS-95, bluetooth, 802.11, Who has something I can buy over the next 12months.

To: EJhonsa who wrote (49)	11/14/2000 6:17:20 PM
From: Eric L	Respond to of 9255

Eric, << Considering that 3xMC (full-fledged cdma2000) specifications are expected to be completed around the middle of next year, chances are that cdma2000, using your definition, will be available by then >> I could be entirely wrong (won't be the first time), but so far as I know 3xMC (what CDG calls cdma2000 Phase Two) specification development has not yet commenced, and has no established priority within 3GPP2. 3GPP2 correspondence I have reviewed is prioritizing 1xEV-DO (HDR) which is now in TIA standard, and plans to now attack 1xEV-DV and other elements of the redefined cdma2000 Phase One standard. I believe that this is the reason DDI balked at cdma2000 in 2 GHz. What they thought was going to be available in lets say 2002, all of a sudden looked more like 2004 to 2005. Great cries of FUD echoed across the boards when the press reported all this. After all, us Qheads firmly believed 3xMC was right around the corner. It would appear that DDI bought off on a 1x-Whatever solution. Good sell job and us Qheads breathed a sigh of relief. I further believe that this is at least part of the reason that the 3 Korean carriers are adamantly holding their ground on their WCDMA decision for 2 GHz. If you look at the network plans of SK Telecom and KTF that were posted on the CDG web site in April you will notice that they had different approaches to 3G3. SK Telecoms plan was to evolve their existing network through each of the cdma2000 evolutionary steps for existing spectrum, and implement WCDMA with an evolved GSM/MAP network connected to the ANSI-41 network through a bridge with hooks and extensions for 2GHz. State of the art stuff right out of the IMT-2000 textbook. By contrast KTF planned to evolve their existing network through each of the cdma2000 evolutionary steps for existing spectrum (including HDR phase one and HDR phase 2) and approach 2GHz with 3xMC on an evolved ANSI-41 core. Whoops! No 3xMC. No 5 MHz carrier. Concept, as Tero would say. As I say, I could be wrong about my suppositions and the status of 3xMC, but that is my take. Remember that Korea proposed not one, but two, 2GHz CDMA proposals to ETSI and 3GIG. Both used 5 MHz carrier and both were asynchronous. I don't have a clue as to whether synchronized 1.25 MHz carrier CDMA will outperform 5 MHz carrier unsynchronized CDMA. I have listened, as best I am able, to proponents of both approaches. It is my impression that the Korean carriers are strongly of the opinion that the best way to optimize the spectrum that has been set aside for them for high-speed multimedia services such as voice, Internet access and videoconferencing, is to use IMT DS. It looks like we will not know the carriers final decisions and who gets the first 2 licenses till December, but right now it sure looks like the preference is IMT DS (WCDMA). - Eric -