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To: Tom Kearney who wrote (3592)	12/1/2000 12:02:07 AM
From: 16yearcycle	Respond to of 57684

It's been an incredibly tough this year as a QCOM shareholder. In the end, after all the anti-Qcom fud tossed around by CNBC, and The Wall Street Journal; the awful reporting of numerous other national publications that have discussed 3g standards and have not mentioned Qcom, when They OWN the damn technology;it has now come to this: Everyone will pay. Everyone. Maybe the totally insane comparisons to RAMBUS will end now. --------------------------------------------------- "TDMA DIED TODAY" Redmond, Washington, Nov. 30 (Bloomberg) -- AT&T Wireless Group, the mobile-telephone unit of AT&T Corp., selected Nortel Networks Corp., Lucent Technologies Inc., Ericsson AB and Nokia Oyj as equipment suppliers for a $2 billion wireless data network. Terms weren't disclosed. Nortel will supply switches and computer servers that control the network. Ericsson, Nokia and Lucent will install base stations and radio transmitters that maintain the mobile links to customers. AT&T Wireless will sell Ericsson, Nokia, Motorola Inc. and Siemens AG phones to its customers. It's the first time AT&T Wireless has said it plans to buy digital equipment that isn't based on the original time-division multiple-access standard. Unlike technology used by rivals Verizon Wireless Inc. and Sprint Corp., TDMA can't be upgraded for so- called third-generation, or 3G, networks that deliver superfast Web access and streaming video to wireless phones. ``Sprint and Verizon will be earlier to market,'' said John Brewer, a principal at industry consultant Vincio. ``AT&T Wireless will be later, but they'll be competitive.'' AT&T Wireless plans to spend $2 billion to build a new network and upgrade its existing systems, Chairman and Chief Executive John Zeglis said in an interview. In a related announcement, Japan's NTT DoCoMo Inc. agreed to buy a 16 percent stake in AT&T Wireless for $9.8 billion. AT&T Wireless will license DoCoMo's i-mode mobile technology. Shares of Redmond, Washington-based AT&T Wireless was rose 13 cents to $18. Nortel rose $2.19 to $37.75 and Lucent fell 25 cents to $15.56. Nokia's U.S. shares rose 38 cents to $42.75 while Ericsson's U.S. shares rose 13 cents to $11.38. TDMA Standard AT&T Wireless said it plans to be the first U.S. carrier to upgrade its nationwide network for 3G services on the wideband code-division multiple-access, or WCDMA, standard being adopted by DoCoMo in Japan. It will begin upgrading the network in the second half of 2001 and begin installing 3G equipment as early as 2002. The company said it expects its U.S. affiliates TeleCorp PCS Inc. and Triton PCS Holdings Inc., as well as Canada's Rogers Communications Inc. that operates Rogers AT&T Wireless, to pursue the same strategy. AT&T Wireless, which has about 15 million subscribers, is basing its network upgrade on the global system for mobile communication, or GSM, standard that's popular in Asia and Europe and used by a few U.S. companies, such as VoiceStream Wireless Corp. Both GSM and code-division multiple-access, the standard used by Sprint and Verizon, can be upgraded for 3G services. `TDMA Died Today' The agreements with Nortel, Lucent, Nokia and Ericsson are letters of intent that don't obligate AT&T to buy large quantities of equipment. ``It's all trial at this point,'' said James Stone, a Stifel Nicolaus & Co. analyst. ``They are going to try the four different systems and see if they all work.'' Zeglis said AT&T Wireless got ``fantastic equipment deals'' from suppliers by committing to a full 3G upgrade. Nortel, Lucent and Ericsson had been supplying the company TDMA equipment. AT&T Wireless built its existing network using TDMA, the first of three U.S. digital standards to emerge. While some of its TDMA equipment can be partially upgraded for faster Web access, many of the products AT&T Wireless said it plans to install are based on newer standards. ``TDMA died today,'' said Research in Motion Ltd. chief Executive James Balsillie. AT&T Wireless' move to GSM is ``the hugest shift in five years in the wireless industry.'' Some criticized AT&T Wireless for adopting TDMA because of its limited lifespan