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

To: Eric L who wrote (19569)	2/26/2002 9:41:17 AM
From: carranza2	Read Replies (2) \| Respond to of 196543

As I take it, then, you are of the opinion that GSM1x will go nowhere because the standards are immature and the various groups who would have to issue the standards have to much to do. First things first. The standards exist, IS 833 and IS 834 have been around for a long time. Do you have any actual idea as to how "immature" in fact they really are? I don't, of course, but wonder why Q would go through the time and expense of developing something such as GSM1x if the efforts would be a waste of time. Implicit in your opinion is the notion that UMTS will be ready to go from a standards standpoint substantially before IS 833 and IS 834 can be readied for GSM1x. Two problems with this: First, what is this judgment call based on? From what Ben posts, the UMTS march deadline is being hurried, corrections are not being considered, and the usual mess prevails. Presumably the freshening up of IS 833 and IS 834 required for GSM1x will not be as labor intensive as getting UMTS (finally) ready. Most of the work, as I think you will agree, has already been done. Second problem: UMTS is not going to be subject to an immediate worldwide rollout. This gives GSM1x a fighting chance in many markets for a long time. Now the "what ifs." What if UMTS is a dud on the par with GPRS? Don't you think that GSM1x's prospects would be quite good should that occur?

To: Eric L who wrote (19569)	2/26/2002 1:13:58 PM
From: mightylakers	Read Replies (1) \| Respond to of 196543

Although the framework is there, IS-833 & IS-834 are very immature specifications I would tend to agree with that as far as intersystem stuffs concerned. For instance the procedure of GSM to 1x handoff is defined but I don't know it is fully tested or not. However your definition of immature and my def of immature may be different. To me anything not rigourously tested to be working are immature. If you just talked putting stuffs on paper then it is<ggg> On the other hand, comparing with say WCDMA, the immature points in GSM1x are different. The CDMA part in the GSM1x are way mature now, the most challenging parts are mostly software and higher layers thing. The intersystem stuffs are both somewhat untested, be it GSM1x or WCDMA/GSM. One thing I agree with you is that GSM1x is carrier driven. So hope Q can make some carriers make the move.