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To: Mika Kukkanen who wrote (15417)	10/1/2001 10:20:30 AM
From: Eric L	Read Replies (1) \| Respond to of 34857

Mika, << It's by Grahame Lynch, who I seem to remember you thought highly of (?) >> Still do. I could quibble with a few of Grahame's statements in this article, and I'm sure some of my fellow Qualcommers will, but I think he has nailed some of the issues pretty well. Hadn't gotten to TelecomTV yet this morning. I'm headed over to read the rest now. - Eric -

To: Mika Kukkanen who wrote (15417)	10/1/2001 10:34:03 AM
From: slacker711	Read Replies (2) \| Respond to of 34857

Ultimately, Qualcomm needs Korea more than Korea needs Qualcomm. This was true a couple of years ago....not anymore. They should have negotiated when they had more leverage. Sure Qualcomm absolutely needs Korea....but a large part (it may be the largest single item) of Korea's exports are now CDMA handsets/infrastructure. It would be like Samsung abandoning DRAM because of Rambus's patents. The person who wrote that article seems rather ill-informed about the subject matter. The gripe of the South Koreans is simple – they are annoyed that Qualcomm has granted royalty rates of 3% to Chinese CDMA manufacturers when they pay royalties of nearly 6%. 2.65% in China....7% everywhere else. It would be a big setback for cdma2000 if Korea aban-doned Qualcomm. It's too late....1x has already been rolled-out in Korea. Are they going to shut the service down? The two largest carriers already abandoned 1x in new spectrum. They used up what little leverage they had. And the Koreans have also made moves to help China develop its own TD-SCDMA standard, which seeks to bypass the royalty claims of both cdma2000 and WCDMA. Damn...too late again. Qualcomm has already begun licensing TD-SCDMA. qualcomm.com Slacker

To: Mika Kukkanen who wrote (15417)	10/2/2001 9:44:05 AM
From: Eric L	Read Replies (2) \| Respond to of 34857

Mika, re: protocol stack anyone? Are you familiar with TTPCom? TTPCom supplies fully featured, portable protocol stacks for GSM, GPRS, EDGE and 3G, a protocol stack and baseband for Bluetooth, and a range of physical layer cores which they license to chipset vendors. These cover baseband and RF for GSM/GPRS, EDGE and 3G. The heart of their business is the supply of intellectual property (IP) for digital wireless terminals. TTPCom customers include Hitatchi, Alcatel, and STM Greg Matthews of TTPCom is speaking at The Howard Building, Downing Street, Cambridge on 10 October 2001. Subject of his seminar is "Evolution Vs Revolution - the contest between EDGE and 3G" Maybe you can tell one of your buddies to cover this event. >> TTPCom Signs Two Major Licences for Dual Mode 3G/GSM Technology 25 September 2001 TTPCom Ltd press release TTPCom Ltd announces that it has licensed its combined 3G and GSM technology to two major customers in Japan. The contracts allow for the joint development of dual-mode 3G/GSM radio and baseband chipsets and therefore extends TTPCom’s core expertise into the next generation of mobile terminals. Tony Milbourn, Managing Director of TTPCom stated, "These agreements are tremendously important to TTPCom - we are seeing an increasing number of Asian customers recognising the benefits of working with TTPCom and choosing our technology as the foundation for their new dual-mode products for Europe". He added "We have started to establish an industry standard with our stable and proven GSM/GPRS software. With these new agreements we are building on this strong position to develop a leading business in 3G". The 3G technology that will be deployed by most of the world’s cellular operators will be firmly based on today’s GSM/GPRS networks. TTPCom has a long and successful record of developing GSM technology and in January of this year was the first independent developer to launch a working GPRS platform. This experience is essential in developing small, reliable and competitive dual-mode terminals, which are capable of operating on both GSM/GPRS and UMTS networks, and therefore providing continuous geographic coverage. TTPCom has invested heavily in developing 3G technology and in addition to the physical layer and protocol stack developments has a large team working on 3G mobile applications - an area which will revolutionise the user experience of mobile terminals through gaming, m-commerce and video streaming. TTPCom works with many of the standards organisations and chairs the 3GPP MExE (Mobile Execution Environment) sub-working group, which oversees the development of technology for the downloading of applications into mobile devices. Tony Milbourn added, "With increasing competition in the global handset market, manufacturers are having to work harder to attract and retain their customers. Mobile applications are becoming a key differentiating factor and through our work in this area we give our customers the flexibility to develop innovative, market leading products". << - Eric -