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

To: Ramsey Su who wrote (6043)	1/8/2001 10:56:42 AM
From: Eric L	Respond to of 196781

Ramsey, << I thought SIM cards were a condition of China signing up with Q. >> It was. SIM cards (UIM or R-UIM) are also an ITU IMT-2000 requirement for 3G3 services. << China dictated that the whole country have ONE std and one phone. Q altered their development plans on MSM5105 to get it there first on the demand from China. >> The 5105 is (will be) based on the MSM3100 (which I believe was used in the first dual-mode China, R-UIM enabled phones from ZTE). I think Qualcomm altered their development plans for more reasons than China. Originally if you recall, the MSM5000 (which on QUALCOMM's 11-08-99 roadmap - before the CDMA SIM was standardized - was designated for "Trials"), was to be followed with the MSM5100 (MSM3300 based) - slide 4 below: qualcomm.com The 5105 was inserted in the line up in October (without fanfare or press release) and 1st appeared (to the best of my knowledge) in a Qualcomm chip roadmap in November. qualcomm.com The MSM5100 is still in the pipe. On the roadmap it is now showing a capability of 307 kbps peak data rate and I don't know that this IS-2000 phased enhancement has yet completed standardization. I suspect that the R-UIM interface is not the only feature driving the need for the MSM5105. I don't know if the MSM5105 is shipping commercially either. A question in my mind is whether or not SKT will roll full bore with the MSM5000 or if they are holding back for their vendors to be supplied with the MSM5105. Nor do I know if SKT plans to roll a UIM program across their subscriber base before they launch their 3rd generation (W-CDMA) system. While the most compelling and obvious reason to adopt R-UIM in the CDMA environment is to enable the capability to authenticate to a GSM network )(facilitate international roaming), there are other reasons as well, and i suspect that SKT may have a R-UIM program underway well before they launch 3G services in IMT-2000 2GHz spectrum. Meantime, I think this, and suspect that .... I don't know much do I? <g> - Eric -