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

To: gdichaz who wrote (19614)	2/26/2002 3:56:23 PM
From: Art Bechhoefer	Respond to of 197041

Chaz, the subtleties and relatively low cost of moving to GSM 1X are still too great for the likes of Cramer to understand. Art

To: gdichaz who wrote (19614)	2/26/2002 4:28:34 PM
From: rkral	Respond to of 197041

the TDMAers will be on a path through GSM or CDMA anyway But how do they get there? They will have to maintain their TDMA service while the new radio access network (RAN) is being built. They will even need the TDMA service for some time after the new RAN is operating .. until subscribers have a chance to get the new phones. Doesn't that, by definition, mean that the new RAN will be an overlay? In order to reduce costs, would not the TDMAer try to keep the existing IS-41 core network (CN)? I sure would think so. But hold on there. While a GSM CN can support a CDMA RAN .. maybe an IS-41 CN cannot support a GSM RAN. Because of the SIM verification, for one thing. So for GSM SIM verification, the TDMA service provider has to replace his core network? Makes me continue to wonder why any TDMAer would have chosen the GSM route. gdichaz, excuse me for butting in and thinking out loud here. I know I am months, maybe a few years, behind most of the people here. Corrections and clarifications most welcome.

To: gdichaz who wrote (19614)	2/26/2002 5:41:38 PM
From: Keith Feral	Read Replies (3) \| Respond to of 197041

Depends on the region and the influence of vendors. In Europe, GSM carriers have buried their heads in the sand. They can't use GSM 1X in existing spectrum, but they have plenty of untapped 3G spectrum they could deploy a GSM1X carrier to expand GSM/GPRS/WCDMA/1X multi-mode networks to match multi-mode chips in the handsets. It is too simplistic for us to sit back and shoot down the first direct evidence of GSM1X. What in the world do you think that Qualcomm has been developing multi-mode chips for GSM/GPRS/UMTS/1XEV? Certainly, you don't think Qualcomm has engaged all their R & D resources for multi-mode handsets just so that European customers to be able to use their GSM/GPRS/UMTS handsets when they roam on 1X networks in the US. They are establishing a hierarchy for GSM/GPRS/WCDMA/1XEV at the infrastructure level in Europe too. Only recently has Qualcomm completed the CSM 5200 chipsets for WCDMA infrastructure to be compatible with their MSM 5200 WCDMA handsets. This was a WCDMA solution only, not to be confused with GSM1X. Qualcomm initially announced the CSM 5200 chipsets in Q1, 2001. This creates the first end to end solution for WCDMA infrastructure and handsets to delivery primary WCDMA voice and data at 307 kbps. Not a bad delivery for CSM and MSM chipsets, considering the length of time GSM companies have struggled with the technology. Qualcomm will also complete end to end solutions for the MSM 6200 - GSM, GPRS, and WCDMA; the MSM 6300 for GSM, GPRS, & cdma2000 1x; and the MSM 6500 for GSM, GPRS, CDMA2000 1xEV; and MSM 6600 for GSM, GPRS, CDMA2000 1XEV, and WCDMA. These CSM chips will be necessary to define the upgrade pathway for GSM to 3G CDMA. The fact is that Qualcomm made it to the WCDMA finish line inside of 12 months for the MSM 5200 and CSM 5200 system. They scrambled to put GSM1X together as well. This means they have achieved CSM support for the MSM6300 - minus the GPRS. In reality, Qualcomm has already completed the work for the MSM 5500 and CSM 5500 for CDMA technolgies up to CDMA2000 1xEV. This would support all of the technology they need to support GSM/WCDMA/1X/1XEV. Their mission for CDMA1xEV technology has reached the highest levels, except for 1xEV DV. Now, the only missing elements are GPRS and standards for 1X/1XEV in 5 MHZ spectrum.