Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Keith Feral who wrote (12658)	6/15/2001 5:28:51 PM
From: LarsA	Read Replies (2) \| Respond to of 34857

Keith, sure a trip to Korea but don't you expect someone to have seen it already and be able to tell us about the ten most popular video on demands that they watch or how many mp3s they download per minute? I mean it is 3G and it is there NOW. Aren't you curious?

To: Keith Feral who wrote (12658)	6/15/2001 8:36:08 PM
From: Eric L	Respond to of 34857

Keith, << Why don't we all take a trip to Korea to find out what 3G services are like TODAY >> Well, I can't join you, but you can start here before you decide whether to go now or wait till like maybe January when there are 3G services and things are a little more squared away: Message 15924257 Message 15869241 Message 15813732 Odd that these are VERY lightly discussed on the Qualcomm boards. As a Qualcomm investor they are of interest to me and particularly the MSM5105 issue (if it exists) because of its potential impact on CQ3, and CQ4 earnings. Start up problems I can live with. They are standard fare in debugging new technology. Don't forget to bring your CDMA mobile to Korea so I can ring you up on your US number. << 3G has nothing to do with spectrum now that CDMA 1X is officially being recognized as a 3G technology. >> CDMA 1X was officially recognized as a 3G technology in April of 2000 and now that Qualcomm is shipping the MSM5105 that is compliant to the IMT-2000 1x standard we can say that as of May 2000 that 3G CDMA 1x has officially arrived. I will not say the sane for WCDMA, even if in the FOMA introductory release peak downlink speeds of 384 kbps are in fact being achieved. << 3G has nothing to do with spectrum ... It has to do with delivery of content. >> We are of like mind about the importance of content, but there is precious little out there. Ultimately content, point to point communications, and ease, cost, and quality of access, will decide the success of 3G. << I guess we could wait around for 3 years to witness 3G in Europe - maybe. >> Tell you what I propose. Let's mark the date that cdma2000 accumulates it's first official million subs - that's time to work some of the current kinks out. Let's then mark the date that WCDMA accumulates it's first million subs. From that 1st starting point, to the second, I could be talked into a modest gentleman wager that the time differential will not be 3 years, and in fact will not be two. We can in the meantime then, figure out how long it might take for GPRS subs to exceed cdma2000 subs, and place another friendly wager, if we disagree as I'm sure we will. <g> << The GSM cabal has done almost nothing in the way of investment in IT technology. They have not made a single, intelligent acquisition or partnership of which I am aware. >> Pardon me? I mean you have heard of network to network interoperability, internetworking, two-way SMS, OTA provisioning platforms, application of intelligent networks to global roaming, and the all IP network, Java, have you not. As for partnerships, they are legion and long standing, and you can name any name in IT, virtually any one of those rare beasts called Gorillas. and of course Bill Gates is still moaning about Symbian forcing him to work with "CDMA and the Seven Dwarfs", although he's glad to be partnering with VoiceStream and Samsung on "Stinger". << I think the key to success is never underestimating the incompetence level of your competition. >> I think the key to success is never underestimating the competence level of your competition. << I think the comments to which you refer were made by Paul Jacobs. >> You know, I think you're correct, you know. <g> << Sometimes, it's quite frightening. >> Tell me about it. Paul Jacobs. - Eric -

To: Keith Feral who wrote (12658)	6/20/2001 9:30:07 AM
From: Eric L	Read Replies (1) \| Respond to of 34857

re: 1xRTT in Korea Still Debugging & Optimizing Across 3 networks Keith, << Why don't we all take a trip to Korea to find out what 3G services are like TODAY >> Better to read the press since in February the commercial launches finally took place, but the networks appear to be not quite ready for prime time. Nothing particularly unusual about this, even the claims of commercial launches last October. Recent report by SKT of field tests in the south of Seoul conducted in March indicated good average data rate of 71kbps,. and also indicated a 1.5 times to 2 times increase in voice capacity, and increase in standby time of handsets, and that is positive. Message 15957786 Despite this the 3 Korean networks are evidently not yet stable * IS95A/B to IS95 C, or vice versa * Dozens of possible causes for the interruption in service. Maybe we should both stay home and wait till we are fully operational here. Candidly, I believe that both Sprint PCS, and Verizon will proceed very cautiously with rollout. As Qualcomm investors that approach could be frustrating on the short haul, but long haul it should pay dividends. Credit the Korean carriers for working the kinks out for us again. >> CDMA 2000 1x Network Still Unstable By Kim, Sang-ryong June 20, 2001 Korea eTimes The cdma2000 1x networks are still unstable - even after several months have passed since their opening. Subscribers using the cdma2000 1x (IS95C) service, located mainly in urban areas, have been experiencing a variety of major and minor problems with the service recently. Mobile phone users in IS95A/B areas have reported malfunctions in hands-off, or data transmission, services and SK Telecom, KTF and LG Telecom, have set about to address the problems. In some cases related to certain service operators, IS95C phone users suddenly experience poor connections, a rate less than 60% upon moving into IS95A/B areas, because phones fail to recognize frequencies transmitted from base stations in these areas. Coversely, when users travel within IS95A/B or IS95C areas, connection rates are in the order of 90 to 95%. Service operators believe that the connection gets poorer when subscribers pass through cell boundaries of different service areas, for instance, when moving from IS95A/B to IS95 C, or vice versa. Although they have been adjusting both system algorithms, and software-related operations, they have had difficulties pinpointing the problem given that there are dozens of possible causes for the interruption in service. The main problem seems to stem from the fact that IS95C base stations were not installed nationwide but rather, only in major cities. Therefore, users speaking on the phone with IS95C terminals in urban areas experience poor connections when they move into IS95A/B areas due to a failure in frequency recognition. Currently, SK Telecom have set up 1,500 cdma2000 1x base stations in 23 cities nationwide including 7 in Gwangyeok. KTF has set up base stations in 1,300 cities, including the Seoul Metropolitan areas and Daejeon City. LG Telecom is providing the cdma2000 1x service using a channel-switching type throughout its 1,950 base stations nationwide. "We have confirmed that, in some areas, subscribers are experiencing poor connections when moving from IS95C to B areas," said a service operator. "We are working to address the problem by optimizing networks," he explained. "The poor connection rate of less than 60% in some areas, is related to hand-off-related situations and other optimization issues. Above all however, it is a matter of investment," said a network management staff memeber for another service operator. "To address this problem, we cannot simply make large investments in facilities in areas where people do not use mobile phones often," he implied that the poor connection is likely to continue for some time. << - Eric -