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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: JGoren who wrote (18779)	2/4/2002 6:47:38 PM
From: JohnG	Respond to of 197231

slacker711 who wrote (18133) -- on NOK Board From: JohnG Monday, Feb 4, 2002 6:41 PM Respond to of 18134 Slacker. NOK being late with GPRS is a real serious problem as is their delay with WCDMA, but QCOM pushing the 6000 serioes out a few months is a small problem. Remember that 1X devices are being sold to subscribers in US, Korea, S. America and 1X EV DO devices are being sold to subscribers in Korea. The 6000 series is largely a refinement to reduce handset cost for a proven 1X technology and to incorporate combined 1X, GSM, GPRS, WCDMA functionality intoone low cost ASIC. It is not possible to incorporate the WCDMA functionality until after the WCDMA spec has been completed -- and QCOM is trying to help the Euros out of the spec hell they have brought upon themselves. All the supposedly working WCDMA tests you hear about are running on costly one channel prototype base station boards with QCOM supplying the prototypr phones based on the QCOM prototype MSM5200 WCDMA ASIC. The GPRS functionality is a little hard to finalize as GPRS phones and networks don't seem to be working too well either and damn few GPRS phones are out there. This leaves GSM as the only proven functionality to incorporate into the ASICS. Clearly it really isn't needed in the US as we don't seem to have any AWE/Cingular GSM conversions completed (and these two seem to be devoted to buying from NOK or ERICY any way. It would be helpful to China once they complete their 1X conversions--but is not useful yet. Thus the answer to the delay is that QCOM is once again waiting for the EUROS to get some workable standardized systems in place before it can standardize the Euro functionality on its 6000 ASICS. I suspect that QCOM intentionally slid the schedule on these ASICS in order to focus on research that is on the "CRITICAL SHORTEST PATH" to the future. For example, an inexpensive 1X/AMPS ASIC would be helpful -- preferably 300K if the Euro screw ups would get out of the way. The Eros are total screw-ups. Look at the 95A NOK ASICS that are not compatible with 1X Rel A which boosts 1X to 300KBps instead of the 150KBps. QCOM may be spending all their time building prototype WCDMA phones using experimental sync that is not based on GPS satellites. The Euro screw ups are afraid that the US military will shut down their phone system --- what a joke -- sure, the US wants to shut Europe down -- just ask the French if you don't believe it.