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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (39148)	2/10/2001 4:24:48 PM
From: foundation	Read Replies (2) \| Respond to of 54805

Eric, "Sulpizio's comment about DoCoMo's commercial trial limiting data transmission rates to 64 kbps mirrors a 4 month old statement out of DoCoMo, and contradicts the statement made in early December by Akira Hiroike of DoCoMo that downlink speeds of 384 kbps and uplink speeds will be 64 kbps on day one." In light of reports from Matsushita, do you care to hazard a guess as to when "day one" might be? Message 15325576 May, or June, or even July seems much less likely than it did last week. Perhaps after they've had an opportunity to sample Q's 5400MSM..... "The 1x family is 6 months to 1 year behind W-CDMA in IMT-2000 standardization. That is NOT an opininion, it is fact, and standardization precedes commercialization, which in turn precedes deployment and mass market acceptance or hypergrowth." Quite true. But 1xevdo should have IMT-2000 certification by November (with production chipsets soon). And 1xevdv will follow in its wake. And by all appearances, 3GPP is farther from completion of UTRAN Evolution/HSDPA than 3GPP2 is with 1xevdv - as inferred by the correspondence I receive almost daily from associated working groups. And although standardization precedes commercialization, wCDMA's lead in standardization will, by all appearances, not lead to faster commercialization or deployment - due to inherant technologic complications with wCDMA..... barring SpinCo's prospective contributions. "...perhaps we will get better visibility than we have enjoyed with the October "commercial launch" of 1xRTT at SKT where some say transmission speeds were limited to 64 kbps initially..." I must have missed this - I'd appreciate if you'd share the URL to this release... "We should all be glad QUALCOMM is going to save the W-CDMA day. Rich sure painted a bleak (but perhaps in many cases realistic) picture of W-CDMA adoption and rollout." Certainly timely considering Matsushita's problems. Care to speculate how long it will be until NTT announces a formal delay for their wCDMA program - or is the sample group so small, cloistered and controlled that proceeding without handsets is a possibility? <g> ben

To: Eric L who wrote (39148)	2/11/2001 4:04:37 AM
From: limtex	Read Replies (1) \| Respond to of 54805

EL - 1. Gorilla - IMHO - guaranteed. Why? Most llaptops, most PDAs, most automobiles, most trucks, gradually most mobile phones( which may look , more like PDAs). 2. Korea - I have been moaning for some time about the almost total news/media coverage of 1X in Korea. I moaned on both threads. I queried why Q hadn't shouted Korea 1X from the rooftops. I don't know the details of the standardization of IMT2000 but I do know that if Korea has 1X it is the leader in the entire world today. WWWhat on earth difference does i make to a Korean with a working 1X phone in his hand if that phone is IMT2000 compliant? He has mobile 140Kbps and you and I don't. Thats all that matters. BTW is the W-CDMA that might be deployed in Japan sometime this year IMT2000 compliant? And if not how can it possibly be deployed? Anyway 1X WILL be deployed in Japan and my guess is that it will work before W-CDMA works there. 1X will also be deployed in the US this year and my guess is that it will be quite popular. It would be really nice to see it deployed before the no cdma2000 group of SPs have naything at all that can compete. That will be quite funny to watch. My guess is that American won't give a toss about IMT2000 standards if they can have 144Kbps on their PDAs and handsets and notebooks. Lastly there has been a bit of moaning about Sulpizios attitude on the thread, my view is that he told us in the clearest terms so far, no-one has said that anything he said isn't true. Personally I liked his style it was very clear especially the bits about the cross royalties etc. Best regards, L