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.

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

To: Eric L who wrote (37121)	12/28/2000 1:47:30 PM
From: foundation	Read Replies (1) \| Respond to of 54805

"It (GPRS) will however, permit "effective" throughput of upwards of 256 kbps by 2004" ? So, all 8 channels bonded - with compression? Remarkable.

To: Eric L who wrote (37121)	12/28/2000 2:06:24 PM
From: gdichaz	Read Replies (2) \| Respond to of 54805

Eric L: You are saying GRX will be one of the keys to GSM/GPRS's success. Would you be kind enough to explain please. Best. Cha2 PS Thanks for Moore's slides. Not quite sure what the lesson from them is though. Since Qualcomm has established an open and proprietory architecture for CDMA/HDR, that would seem to put the Q in a strong position vs GSM land. Is your point that WCDMA (and even 1xEV to some extent) will be committee based so the Q is surrendering vital control and therefore reducing potential power and profits? PPS Re: "ubiquitousness" isn't Japan a practical exception for the ascendancy of GSM/GPRS in current frequencies? Or do you see a major player in Japan introducing and using a solid GSM/GPRS network?

To: Eric L who wrote (37121)	12/28/2000 6:12:22 PM
From: foundation	Read Replies (2) \| Respond to of 54805

"I personally remain convinced that 1xEV will not ever be installed by a 3GPP member UNTIL and UNLESS CDG becomes a member of 3GPP." ---------- Unofficial notes from 3GPP2 Nov Steering Committee Meeting - CDG has joined the Global Roaming Forum. CDG is now an ITU-R Sector Member. CDG application to become a 3GPP MRP is pending. ---------- ITU IMT2000 applications have been submitted for 1xevdo. ---------- A Question, please: Do you have an idea what "MWIF" is? I can infer from meeting notes that, like "CDG"(CDMA Developer's Group), it is an "MRP" (whatever that is). MWIF has: Completed architectural requirements and layered functional architecture. Established (3) 3GPP working groups, (3) 3GPP2 working groups, (1) IETF working group, Invited 3GPP2 to create a joint WG to work on IP-RAN protocols that are common to cdma2000 and wCDMA. thanks, ben ftp://ftp.3gpp2.org/TSGC/Working/TSG-C_0012/TSG-C/Plenary/C00-20001204-020__SC_MtgSum-0011.PDF

To: Eric L who wrote (37121)	12/29/2000 1:23:47 AM
From: Uncle Frank	Read Replies (2) \| Respond to of 54805

Eric, I've been thinking about your posts on 3G, and have a mild migraine from trying to understand it all. I have to tell you that I'm in awe of your understanding of the intricate details of the technology road map and the ins and outs of the various international committees. But somehow I'm coming to different conclusions than you are; my confidence in Q is growing. High speed cdma systems are installed and at work in Korea. They may not be 3G by committee standards, but aren't they the fastest game in town for data? And won't it be quite a while before the GSMers have anything that can match it? Q's high speed and bandwidth efficient systems have been tested by our two national cdma providers, Verizon and Sprint, and both will begin upgrading their existing networks to 1X in 2001. As a result, they will be able to offer feature rich services that their competitors can't match, and will surely gain market share as a result. And the same scenario is being played out in Japan. Granted, GSM is the world's dominant wireless interface at the moment, and its suppliers have put forth some powerful marketing arguments to keep it that way, but theirs is a voice-centric game, while Qualcomm's plays to data and the internet. The internet device sector is in its infancy, but is clearly exploding, and for the next 6 to 18 months, it would seem Q is the only game in town. That gives it time to grow a value chain of immense power. I fully expect to see cdma PC cards and laptops with antennas become a commonplace sight by the end of 2001. Bandwidth is being auctioned off for BILLIONS, and the cost of carrying this debt to the "successful" bidders could be ruinous. Q has an operational voice/data system and when carriers employing it begin gaining market share, how long will the others wait for GPRS/WCDMA before they start pounding at Qualcomm's door? Dr. J understands the technology, the market, and the opportunity, and has become very outspoken about the future of cdma. I can't fault him for that; who is better qualified? I seem to recall that when he was modest earlier in the year, we criticized him for it and begged for him to refute the FUDD. Besides, how many humble self made billionaires are there in the high tech world? Eric, my portfolio is over 30% qcom, and I don't feel a need to reduce it at this critical point in time. Am I missing something? jmho, uf