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To: gdichaz who wrote (37581)	1/6/2001 12:21:00 PM
From: Eric L	Respond to of 54805

Cha2, << I see 2001 as a watch carefully year - a year of transition >> You and I do not always agree ... which is GOOD. On this one we are 100% in agreement. We are transitioning generations of mobile wireless technology. We are transitioning from voice-centric to voice and data-centric as we move from circuit switched to packet data. We are seeing standards finalized by CDG for cdma2000 multimedia wireless and finalized standards evolve for W-CDMA multimedia wireless. Messaging is in wild tornado already (projected to last 2 or 3 more years), and this is the app that will drive data enabled handset growth initially. Full blown e-mail is the next "killer" app for mobile wireless data, and web browsing will proliferate at the same time. WAP restrains the Wireless data tornado even if always on. However, properly secured, messaging, with or without WAP will facilitate m-commerce. M-commerce will be the key driver and will facilitate the multimedia tornado eventually. Its a transition. We might be looking at things with a much clearer perspective this time next year. I hope so. Things are a little fuzzy right now. I liken it to 1996, when PCS was building out in the US and digital networks were just starting to come on line. Things really jelled in 1997. CDMA went into hypergrowth. - Eric -

To: gdichaz who wrote (37581)	1/6/2001 12:37:14 PM
From: Apollo	Read Replies (1) \| Respond to of 54805

Appreciate your thoughts on Qcom, Cha2. You have been one of Qcom's strongest proponents, and one of its earliest. When I look around, I see opportunities. But there are also problems and dangers. A question: What specific events that you could imagine would make you, Cha2, sell Qcom? apollo@nicetoseeyouposting,again.edu

To: gdichaz who wrote (37581)	1/13/2001 9:40:29 PM
From: Eric L	Read Replies (2) \| Respond to of 54805

Cha2, Re: QCOM - MSM5000 v. MSM5105 1xRTT chipsets As you know I have conjectured for some time (rightly or wrongly) that volume shipments of 1xRTT chipsets would probably not begin until the MSM5105 chipset was available. The MSM5000 that is shipping to SKT now was a "trial" chip. Qualcomm did a press release on the MSM5105 last week stating: "Sample shipments of the MSM5105 integrated circuit and system software began in December 2000. The first consumer products incorporating the MSM5105 solution are expected to be commercially available in the middle of calendar 2001." I just did a high level comparison of the chips from available data and posted on it here: Message 15180259 This could be part of the reason we are not getting a lot of visibility on the SK Telecom 1xRTT "launch". All good things take time ... sometimes too much time. - Eric -