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To: Mika Kukkanen who wrote (98509)4/30/2001 6:19:31 AM
From: Maurice Winn  Read Replies (2) | Respond to of 152472
 
<If cdma2000 is as good as people posting here hype it to be, why hasn't any European operator opted for it? >

Dear Mika,

1.....Because they don't want to be left out of a 'network effect'. Which isn't going to happen thanks to RadioOne and multimode handsets making any mode an available mode.

2.....Because Nokia is giving them 150% loans whereas cdma2000 vendors aren't doing that. Those loans will evaporate as Nokia advises them that there are just a few more glitches to resolve, but they'll advance the money any day now.

3.....Because they are hoping to bluster and confuse and bully and wear QUALCOMM down so they'll cut royalties. Which is funny because the service providers will cave in first. They are sitting on some VERY, VERY expensive spectrum which is lying dormant, very expensively, while Q! can bide their time.

4.....Because they were led up the garden path by the GSM Guild. There's one born every minute and greed easily blinds people.

5.....Because they are ignorant. They probably don't understand what concatenated, convoluted Reed Solomon coding in an unsynchronized system will do to customer satisfaction. They didn't even get pricing on the spectrum right, which is the most basic part of what they should understand [being the hotshot marketers]. Ignorance is NOT bliss. It is very, very expensive, if not always fatal.

6.....There are probably other reasons too.

All just MHO,
Mqurice



To: Mika Kukkanen who wrote (98509)4/30/2001 6:43:18 AM
From: limtex  Read Replies (1) | Respond to of 152472
 
MK - If cdma2000 is as good as people posting here hype it to be, why hasn't any European operator opted for it?

The "3G" issue is one of national strategic importance for Finland and possibly for Sweden as well. You surely cannot believe that Finland didn't make its plight very well know to the European Commission.

If CDMA2000 were to be allowed in Europe NOK will lose material profitability on two grounds:-

Firstly it will have to pay a full commercial royalty to QCOM

Secondly and perhaps more importantly it would find itself competing against the Korean manufacturers in the handset business. The Koreans will prove very tough competitors in this field. Asia will be a big part of the market and it is 'home ground' for the Koreans in other words the Koreans could use the same techniques that the Europeans use and NOK knows it...that ought to give NOK an incentive to prod the EU into keeping a very close 'watch' on the situation especially among the SPs in Europe.

The end result of all this is that it is not at all clear that what commercial advantage NOK would have over the Koreans or the Japanese were cdma2000 to be allowed to escape into Europe.

L



To: Mika Kukkanen who wrote (98509)4/30/2001 6:43:39 AM
From: Kent Rattey  Respond to of 152472
 
Secondly why has no Asian GSM operator opted for it?

Telstra & CHU are both GSM carriers with new CDMA networks(1 soon to be).



To: Mika Kukkanen who wrote (98509)4/30/2001 7:11:42 AM
From: Webster  Respond to of 152472
 
Mika,

Thanks for your comment. I appreciate you at least conceding it is against the law in EU to use cdma2000 in existing spectrum 900/1800. This decision either protects the likes of NOK or prevents the EU service operators from free choice and adopting a 1X overlay to GSM.

GPRS is not working very well. I don't think this is "bollox". As for w-cdma, there has been plenty to post about the massive work that still needs to be done.

As for OFDM; yes, I believe that NOK will back this as the new and improved wireless path for EU or GSM operators. Again I say this because NOK is used to competing in standards. This is where their competitive position is either won (GSM) or lost (cdma). It is natural that NOK would try another way to build a competitive cartel. The problem is time. As CDMA is rolling out I can already see the claims on NOK for 4G and trying again for a delay tactic. NOK's credibility is at stake. GPRS, EDGE, W-cdma, and then OFDM. NOK needs to deliver something that works in order to rebuild their technology credibility.
All the best
Web.



To: Mika Kukkanen who wrote (98509)4/30/2001 8:20:05 AM
From: Dennis Roth  Read Replies (1) | Respond to of 152472
 
>> GSM is a success because of low costs <<

Indian communication minister Ram Vilas Paswan calls CDMA WiLL the "poor man?s cellular phone." Why no GSM WiLL in India and Brazil? Where low costs matter, CDMA is the choice. The efforts by India's GSM Cellular Operators Association of India (COAI) to deprive India's poor of basic telephone service seems to be failing. Economies of scale also favor CDMA-2000 over W-CDMA as you well know their will be many more CDMA-2000 handsets built than W-CDMA ones over the next five years.



To: Mika Kukkanen who wrote (98509)4/30/2001 8:24:46 AM
From: Keith Feral  Read Replies (2) | Respond to of 152472
 
To talk about WCDMA as if it were a completed standard is misleading. It will not be completed before summer. What do you call a WCDMA if it is synchronous and asysnchronous? Just synchronous? WCDMA2000. <g>

KDDI has opted for CDMA2000 and all of the Korean companies have selected WCDMA that is backward compatible with their CDMA2000 networks. Again, let's just call it WCDMA2000.

I hope you are right that WCDMA2000 isn't delayed until 2004 or later. It is beyond frustrating just to wait around for 12 months for the lag time from the standardization of CDMA2000 to commercialization. The lag time between the infrastructure buildout and the handset rollout is equally annoying. Hey, things take time in the real world, ask companies like INTC, MSFT, and QCOM which have introduced new standards.

I'm glad to see that you have finally admitted that QCOM is going to get paid royalties. It's your first direct admission. However, since QCOM is the only company that has bothered to develop the only ASICs for WCDMA, I think they are a bit more than a market commentator. QCOM has assumed a full role as the standards developer for WCDMA.

Cheers!!



To: Mika Kukkanen who wrote (98509)4/30/2001 8:44:04 AM
From: Lipko  Read Replies (3) | Respond to of 152472
 
Mika - it's the food chain and we all know it. Whether you are partial to Qcom or NOK, we all understand NOK's game. And they will finance the buildouts to feed on that chain. I want to see a chart in BIG, BOLD LETTERS from the Q people to the operators: TO GET FROM GSM TO WCDMA YOU WILL HAVE TO INSTALL NEW EQUIPMENT AND NEW BASE STATIONS. YOUR CUSTOMERS WILL HAVE TO BUY A NEW PHONE FOR GPRS; YOU WILL HAVE TO INSTALL NEW EQUIPMENT AND BASE STATIONS FOR EDGE IF YOU'RE FOOLISH ENOUGH TO GO THERE AND YOUR CUSTOMERS WILL HAVE TO BUY A NEW PHONE. YOU WILL HAVE TO AGAIN INSTALL NEW EQUIPMENT AND BASE STATIONS FOR WCDMA. YOUR CUSTOMERS WILL HAVE TO BUY NEW PHONES. WHO DO YOU THINK WANTS TO SELL ALL THAT TO YOU. Boy, the landfills will overflow with phones. HOWEVER, TO GO FROM CDMA TO 1X, THEN TO 1XEV AND EVDO AND BEYOND YOU WILL HAVE TO INSTALL NEW CHIPS IN YOUR EXISTING BASE STATIONS AND THE MOST YOUR CUSTOMERS MAY HAVE TO DO IS INSTALL A NEW CHIP IN THEIR PHONES, BUT MOST WILL BE FORWARDS AND BACKWARDS COMPATIBLE ONCE YOU GET TO 1X. AND ITS CHEAP. FOOD CHAIN, MIKA; THAT'S WHAT IT'S ALL ABOUT AND YOU KNOW IT. John



To: Mika Kukkanen who wrote (98509)4/30/2001 9:33:21 AM
From: carranza2  Read Replies (1) | Respond to of 152472
 
What makes you think that Dr. Viterbi is not a Q mole at Flarion?

Just kidding! Sort of.

The kind of relationship that Drs. V. and J. forged throughout many years of building world-class science and business, creating lots of wealth for both, is not erased in a second. Don't be surprised if Q has lots of OFDM irons in the fire. It has a good relationship with Lucent which can't be hurt by having Dr. V. on Flarion's board.