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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?


To: Eric L who wrote (5963)1/6/2001 4:18:15 PM
From: kech  Read Replies (2) | Respond to of 196772
 
Eric - Makes sense to me that even though Q said they were "shipping MSM5100's in fact they had to really wait for the MSM5105's for the mass market because these chips had the sims. In your concluding comments you said the following and I am not quite sure why Q was delaying or "playing down to the wire" on not including SIMS. Why didn't they want to do this?

"Sometimes you have to give your customer what he is asking for, not what you think is best for them, or you.

CDG played this one down to the wire. perhaps in reality they played it beyond the wire.

3G3 IMT-2000 will eventually require that all 3G3 handsets have UIM's or their R-UIM equivalent. The US may be last to adopt.
The Asians (Japan, Korea, China) will be first."



To: Eric L who wrote (5963)1/6/2001 8:52:00 PM
From: gdichaz  Read Replies (1) | Respond to of 196772
 
Eric L: You were the one that long ago felt that the key to the Chinese adoption of CDMA was the "smart card" - the SIM (R-UIM).

Seems like that may be the key in Korea for 1x also.

So MSM 5105 or whatever chip permits the R-UIM "smart card" function may be the hold up in Korea - and possibly the availability of "smart card" capable phones and software what is key to overall Chinese CDMA announcement also.

Well worth trying to find out.

Best.

Chaz