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Technology Stocks : Nokia (NOK) -- Ignore unavailable to you. Want to Upgrade?

To: Maurice Winn who wrote (8756)	1/11/2001 9:35:30 AM
From: Eric L	Read Replies (2) \| Respond to of 34857

mQ, << When people discuss wireless technology, they mean the air interface >> I don't buy that, and ... ... when carriers discuss wireless technology, they mean the end to end standard or platform that comprises the technology. ... and there in lies a problem. There in lies THE problem. CDMA is a generic term for the cdma air interface, and cdmaOne and cdma2000 are end to end standards, platforms, or systems, that include (in the case of cdma2000) the 1xRTT and HDR air interfaces. CDG got that one straight on their web site: "a complete wireless system that incorporates the IS-95 CDMA air interface, the ANSI-41 network standard for switch interconnection and many other standards that make up a complete wireless system." cdg.org Technology decisions are being made right now on the comprehensive nature of the end to end platform. UMTS includes UTRA (and one mode of UTRA is of course DS or W-CDMA) and the UTRAN, but UMTS, or 3GSM, is the technology. UMTS is a comprehensive set of standards that insures backwards compatibility and interoperability with GSM and GPRS, and allow all three to functionally coexist. << 3GSM is CDMA and it's QUALCOMM's technology. No ifs, buts or maybes. >> No. They have essential IP in the air interface component, and that is great news for QUALCOMM shareholders ... but, that's the extent of it, at this point in time. They have had little if anything to do with the evolution of the W-CDMA air interface technology, the end to end technology (other than contributions to interoperability of ANSI-41 networks with GSM/MAP for 3G3 considerations) and none of the first 3 Principles of QUALCOMM's 5 Points are incorporated in the air interface. I don't know if there was ever any question that the last 2 were under consideration to begin with. Dr. Jacobs can say that GSM operators THINK that 3GSM is an evolution of GSM, but their WRONG, till he's blue in the face. It does not change how they look at the technology they evolved in standard, that incorporated the air interface component that started with DoCoMo's 1996 demonstration (in lab) of wideband cdma operating at 2 Mbps. << QUALCOMM alienated nobody. All that happened was that several companies made a lot of noise about royalties being too high and complained that QUALCOMM was damaging the industry, destroying CDMA, stopping progress and whatever other nonsense they spouted. The fact that somebody whines and complains something is too expensive doesn't mean the seller is wrong to want their price. >> Discussions about royalties can be bitter and tense. I think its pretty evident that QUALCOMM will carry the day on W-CDMA royalty issues, and I think all will be relieved when Nokia gets officially added to the list of W-CDMA licensees. I can't really see how that can drag out much further. Alienation of 3GPP, however, occurred over matters other than royalties, and it did occur. It centered around ongoing insistence that the 5 points were absolutely necessary to successful evolution of the UMTS air interface. I think were over that stage now. The 5 points are withdrawn from the QUALCOMM web site (or deeply buried). Harmonization efforts seem to be progressing well. I'm hopeful that CDG's application for admission to 3GPP as an MRP is acted upon positively and in relatively short order. Time to get on with it, and begin to roll out 3G, whatever flavor. - Eric -