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

To: Eric L who wrote (35277)	11/26/2000 5:24:03 PM
From: 100cfm	Read Replies (1) \| Respond to of 54805

Eric, One of these days we'll see some slides out of the WCDMA proponents to compare to Qualcomm's widely used example Wcdma seems to be very nebulous due to the limited info that is available as compared to cdma2000. I think you got it right that the confusion is in the terminology re "trial system", "limited launch" , "commercial launch", "stripped down release99 version", release99full version, release2000 version and etc. It seems that alot of new product is coming out in q1 01 which will make q2 and beyond very interesting. IJ said that 2nd half of 02 will have strong growth. Maybe he forsees alot of issues being settle by June of 01. When DOCOMO does come out with their system, will we be able to know what it is actually and what it can and can't do? At least cdma2000 is cdma 2000 and it's release date will be very close to what Q announces. As of now I consider commercial availability of WCDMA as of when Q says their WCDMA chips are available in commercial quantities. As of now that will be 3q 01. What the carriers do or don't do or can or cannot do with it at that time is another story. Can Q simply decide to join the 3GPP or do they have to be voted in or apporved like a country clup membership? Q in 3GPP would be huge, no?