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To: Labrador who wrote (36336)	12/10/2000 12:23:09 PM
From: Eric L	Read Replies (1) \| Respond to of 54805

Labrador, << AT&T is trying to spin the discussion as not being a win for QCOM >> It is kind of a matter of whose spin is the best spin, or the more effective spin. We are, after all, dealing with press releases. QUALCOMM hopped right on the AWS decision, and placed positive spin on it. It was a smooth move by QUALCOMM. In the article, Better Not Invite AT&T, Qualcomm To Same Party Bill Plummer, Washington-based vice president of cell-phone maker Nokia Corp. got to the heart of the matter from a Gorilla Game perspective when he stated: "Wideband CDMA is not about Qualcomm," Plummer said. "It’s not a proprietary standard. Wideband CDMA is the product of an open process of standardization with a large number of contributors. It is an entirely different system." He is correct. QUALCOMM has had absolutely nothing to do with the development of the UMTS standard developed by 3GPP or of the UTRA DS (WCDMA) component contained within. Bill Plummer does go on to state that: "But Qualcomm does have a claim, to the extent that Qualcomm contributed to the development of that technology." He is correct on this as well. QUALCOMM commercialized CDMA, and holds (not all but) the essential patents therein, and it is very clear that QUALCOMM will get paid for its essential IP. The article stated, In the PR biz, timing is everything. QUALCOMM had good timing, and put a very appropriate "spin' on the situation. IMO. Proponents of cdma2000 might be clenching their teeth, but bottom line is that AWS, will be contributing to the value of QCOM shares, quicker than earlier anticipated by implementing an evolved GSM network, to base a migration to GPRS (maybe GSM EDGE) and then on to CDMA, bypassing the TDMA-EDGE migration. Spin or no spin, looks to me like a win-win. - Eric -

To: Labrador who wrote (36336)	12/11/2000 9:03:25 PM
From: Rick	Respond to of 54805

Here is an interesting paragraph from this week's Economist: "In America, the TDMA networks plan to use a more advanced technology known as Enhanced Data Rates for Global Evolution (EDGE), which rather than simply adding a packet-switched stream to the existing signal uses a different signal that is modulated at far higher speed to make better use of the available spectrum. But this not only takes channels away from voice, but demands extra capacity because the signals are so different from standard TDMA that they require "guard bands" of empty space on either side of its channels to prevent interference. High modulation rates also mean lower range, so this may require more cell sites. Even more worrisome, EDGE network equipment and handsets may not be available until 2003, by which time its 100-200kps speed (which is shared over all the data users in a cell, potentially providing each user with far lower rates) will look rather poor next to the proper 3G solutions then coming out on other networks." - Fred PS: What a combination: expensive, slow and obsolete, all in one!