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To: Eric L who wrote (11743)	5/20/2001 2:50:26 PM
From: carranza2	Respond to of 34857

Eric L., here's more from compewterDr. concerning the 1xRTT issue we have been discussing. It is the MD's response to the latest from sfx, which I posted here yesterday from RB Club: Sfx, superb post, undoubtedly best of the year. Rich, please take my nomination for Sfx at the annual club awards and banquet dinner. First of all, this is the first I have heard of a reason for the delay of 1X rollout, and as far as I remember, this is the first you have stated that there was a delay. And while the standards may delay the process, it also triggers delays in later steps of the process. Your point on MSM 5000s being used in test equipment is also interesting. So it would appear that the msm5000 is not busted, or they would have a successor test handset. Of course, they may be working on one, but if they were, it would probably be out by now. So why so few msm5000 models? Maybe other manufacturers weren't able to make them work in time. Or perhaps they figured there would be insufficient infrastructure deployed to make working msm5000 chips. Or maybe the infrastructure wasn't working well enough to adequately test phones. If there is no problem with the msm5000, then I would give my vote to infrastructure. And I agree with you that the csm5000--given the number shipping at this point--are being sent not only to korea but also to Sprint and Verizon. My impression is that the carriers are doing backhaul network upgrades and csm card changes early and leaving them in 95A mode. Everything I have heard indicate that the csm5000 is rock solid. Whether or not there are msm5000 issues, there is obvious a tremendous amount of work to do in infrastructure. The chip and interface software is produced by qualcomm, so its in the base-station and between basestations that is the responsibility of the infrastructure vendors. At any rate, we are talking about 4-5 million 1x chips shipping in the 4th quarter (out of 6 million for the year). This would be roughly 25-30 percent of the 4th quarter's total. Can they double that in one quarter? I think so, depends on how much Verizon, Sprint, etc want to seed their high density areas with 1x phones. As for the msm5105 being short lived due to the msm6000, I think the next transition may take longer than average since they are not pin compatible--ie it will be a larger change from the previous generations. And what takes so long to field a phone? Q is always talking about package compatibility and a qualcomm-supplied software upgrade. So why does it take 9 months, and why is there a "reference" platform needed when you have pin compatibility? --the doctor PS. I'm going to me one of them msm5000s and replace the msm in my thinphone, and I'll be the first in my neighborhood with a 3g phone!

To: Eric L who wrote (11743)	5/20/2001 4:31:23 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

re: Samsung & WCDMA >> Samsung Electronics' Ongoing Development Of Asynchronous IMT2000 Equipment Lee, Eun-yong May 18, 2001 Korea eTimes Interest is mounting among related industries over how far Samsung Electronics (chaired by Yun Jong-yong sec.co.kr) has developed asynchronous next-generation mobile communications (IMT2000) core equipment. In particular, its competitors are paying close attention as the company has recently joined the KT Icom asynchronous (European) IMT2000 equipment bidding. The attention is centered on the future stance of the electronics maker in the asynchronous IMT2000 equipment market since it has distinguished itself in domestic bids for 2.5th-generation mobile phone (cdma2000 1x) and Chinese 2nd-generation mobile phone (CDMA). Current Status On Development Samsung unveiled 'SGH-Q100,' a European 2.5th-generation mobile phone (GPRS) terminal in the CeBit (information and communication) show held in Hanover, Germany March this year; showing off its speedy pace of next-generation terminal development. However, the sticky issue lies with system. The company has been unable to introduce, or trial-perform, its asynchronous IMT2000 system. It launched the development of the system jointly with the Korea Electronics and Telecommunications Research Institute (ETRI), and Hyundai Electronics (now Hynix Semiconductor) in November 1997. At that time, no one was able to predict that the hegemony in the domestic IMT2000 equipment market would move over to asynchronous services. As a result, the company relatively neglected system development. Instead, development arose more as a consequence of Samsung commissioning ETRI to develop core software components related to exchangers, base stations and terminals of the system, rather than engaging in the development itself. However, market conditions have changed considerably and it now faces an imminent threat from two hegemonic asynchronous service operators, SKIMT and KT Icom. The company has therefore spurred development since the beginning of the year by injecting 200 or so manpower into the asynchronous field. The joint project team of ETRI and Samsung is reportedly closing to a 384 Kbps-scale system. The team plans to complete development of a voice recognition system, video and packet transmission by coming June, and to conduct a field test prior to commercialization by May next year. The company explained that it is about to introduce base stations for commercial applications although core network solutions, such as exchangers, are yet to be completed. Outlook Even inside the company, 'optimism' and 'pessimism' coexist. "We have reached a level, enough to carry out trial performances at a 384Kbps-scale asynchronous system," said an official, exhibiting confidence in commercialization. However, another source said, "It will take some more time to introduce a commercial system." "We are putting more focus on boosting competitiveness in the terminal market, rather than developing systems," he added. Samsung Electronics is a leading domestic communication equipment maker. It is equipped with 3,500 staff and to be provided with 802.7 billion won funding (in 2001), which is the largest-scale among domestic makers. In this regard, the future of domestic communications equipment industry hinges upon whether LG Electronics and Samsung Electronics, which have outpaced others in localization of asynchronous IMT2000 systems, will successfully develop equipment, or, if they will fail to do so. << - Eric -