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

To: Maurice Winn who wrote (6959)	2/4/2001 5:35:32 PM
From: Eric L	Read Replies (3) \| Respond to of 196545

mQ, << one of the good things about CDMA upgrades from existing CDMA systems is that existing handsets can continue to be used in the new service although they don't enjoy the added functions >> Right. I agree. QUALCOMM CDMA has a fine, relatively seamless migration path for ANSI-41 based CDMA operators. For ANSI-41 based CDMA operators. Now perhaps I'm retarded, but there is a disconnect here. I'm a Verizon subscriber. 1x becomes available. I use my existing MSM3100 based CDMA/AMPS mobile just like I always did. No advantage gained none lost. I want to take advantage of new 1x services I buy a new mobile. I do all the old and all the new. << GSM is NOT like that. GSM handsets are dead when a new air interface is installed >> GSM handsets are NOT dead. I'm a Vodafone subscriber. GPRS becomes available. I use my existing Vodafone GSM mobile on the Vodafone network just like I always did. No advantage gained none lost. I travel to China or South Africa or New Zealand, I take my mobile with me and use it. I travel to the US, I take out the SIM and put it in a GSM rental phone (unless I have a world phone), and everything bills to the same bill, and all my mates can reach me on the same number, send me e-mails to my regular mobile IP address, and send me SMS, to which I can reply. I want to take advantage of new GPRS services I buy a new mobile. I put my old SIM in it. All my subscriber data, and personal data like FDN's and stored SMS, and preferred networks are intact. New subscriber data is updated OTA. I do all the old and all the new. ALL of the above plus GPRS, but I still do GSM where GPRS is not yet not built out. Lets say I skipped the GPRS step. I'm still using my Vodafone GSM and doing all the GSM things I ever did, because the GSM handset is not dead and GSM is ubiquitous. I want to take advantage of new W-CDMA services. I buy a new W-CDMA/GSM mobile. I put my old SIM in it - or have the carrier transfer data to my new Java SIM. I do all the old and all the new. ALL of the above plus W-CDMA, but I still do GSM where W-CDMA not built out. In 161 countries. << However, existing CDMA service providers don't have to dump all their old technology >> No. They just have to add a lot if they want to be interoperable with GSM carriers. Verizon just did that with 2 way SMS, added OTA, and probably is installing a Intelligent Network (IN) to get ready for global voice and data roaming. They will never achieve full interoperability with the Vodafone 2GSM/3GSM Empire but they will be closer than Sprint PCS will. << Europe will be able to continue for quite a long time on GSM before dumping it out of existing spectrum >> Yes. When they need to, they will incentive me (I'm a laggard, remember) to move to the new spectrum, even if I only use voice services and SMS. << Their W-CDMA new spectrum will hold the fort for a few years >> Longer than that. Not only is W-CDMA as efficient as cdma2000 (yes I've seen the slides, I have QUALCOMM slides like that dating back to 1994), the spectrum chunk is one heck of a LOT bigger than, lets say, that of Sprint PCS. << assuming they can go to cdma2000 to keep up with the rest of the world >> When you see ANY sign of that happening, I trust you will PM me. << China is going to be very spectrum limited due to crowds and capacity will be vital. Only CDMA can provide that capacity. >> Well, when they tap into that big reserved chunk of 2GHz spectrum, they will certainly employ CDMA. Seems to be the plan. The question seems to be flavor. << Nobody has ever pointed out to me a single variable which makes W-CDMA more attractive than cdma2000 >> Well, I already furnished you with a link to some 20+ reasons I thought the Koreans may possibly have considered, in making a W-CDMA choice for the IMT-2000 3G global initiative. It was just theorizing. But given the fact that only KDDI has chosen W-CDMA for IMT-2000 3G buildouts in 2GHz yet ... why do YOU think that QUALCOMM, CDG, and 3GPP2, have so far failed to make cdma2000 attractive to the carriers making decisions. I've heard all the 'stupid' stories's the 'conspiracy' stuff, and the 'cabal' business, so what do YOU think QUALCOMM's strategy is to win a bigger share of the business? It appears to me that the wireless world is not yet running to them, despite the attractiveness of their technology. The more cdma2000 victories we have the better. I'm not discouraged by the fact the scorecard doesn't look as good as I'd like it too so far. Overlays would be great. There was a time that I thought 1x could be standardized and commercialized, so that it, rather than GPRS would be the migration path, for GSM carriers. In the interim, I'm delighted that 1x is on the horizon at Verizon, and that W-CDMA is CDMA requires essential 'Q' IP. - Eric -