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

To: waitwatchwander who wrote (33235)	3/9/2003 2:32:50 PM
From: Eric L	Read Replies (4) \| Respond to of 196694

Re: handover from a 1xRTT connection on any cdma carrier to GSM Trevor, << Isn't that function (handover from a 1xRTT connection on any cdma carrier to GSM) one of the drivers behind GSM1X? >> Is it?. Perhaps it is, but I would think that it would be a desirable design objective - and hardly the prime design objective - rather than a driver. Whether or not DW-40, aka GSM1X, ever becomes a commercial reality, and there is absolutely no guarantee that it will, or that any carrier will ever place an order for it. As for drivers, the primary driver of GSM1X would appear to me to be an attempt to plug the gap that has widened each and every year since 1999 between GSM market share and CDMA market share. The secondary driver is to provide a lower cost implementation of CDMA by a GSM carrier that has made the decision to adopt CDMA (and unfortunately those are very few and very far between) or those GSM carriers that Qualcomm would like to see adopt CDMA. DW-40 potentially lowers cost of the CDMA by permitting reuse of core network components and it has the added benefit of utilizing standardized GSM protocols for data services that are considerably more widely deployed and more uniformly implemented than their ANSI-41 cdma counterparts. Regardless of whether or not DW-40 ever comes to market I think we can rest assured that multi-mode and multi-band handsets powered by the MSM6300 chipset that sampled late, but which Qualcomm in its normal Orwellian fashion claims sampled on time, and chips of enhanced capability that follow it, will be a commercial reality. Presumably a design objective of these chipsets is to achieve handover of GSM voice to cdmaOne/1xRTT voice and cdmaOne/1xRTT voice to GSM. However desirable this may be, this capability may not be a commercial reality when the first MSM6300 handsets capable of authenticating to a GSM network are made commercially available. Presumably an additional design objective of these chipsets is to achieve handover of GSM circuit-switched data (csd), high speed circuit-switched data (HSCSD) and packet data (GPRS and conceivably EDGE) data to cdmaOne/1xRTT and vice-versa. Obviously there is a higher degree of complexity related to this objective than to voice handover and IF perchance seamless voice handover is available when the first MSM6300 handsets capable of authenticating to a GSM network are made commercially available, these same handsets may not be capable initially of either csd or psd handover. All this is not the end of the world particularly outside China where demand for CDMA/GSM phones will be relatively low. Inside China (with or without DW-40) where Unicom's cdma coverage abuts or is interspersed with GSM coverage, handover is most certainly highly desirable, if not mandatory. Even if seamless handover (voice only or voice and csd/psd) is not available initially in CDMA/GSM phones functionality is considerably enhanced from the R-UIM enabled "plastic roaming" available today. << handover from a 1xRTT connection on any cdma carrier to GSM ... Doesn't it go hand-in-hand with integrated service management and billing? >> Does it? My answer to that is, 'not necessarily', and 'not really'. Witness AWS. They have implemented integrated service management, provisioning, and billing, using a GAIT standardized gateway for users of the Siemens quasi-GAIT (GSM/TDMA multi-band handsets). Cingular is in the process of implementing similar with GAIT standardized interface similar to AWS between elements of their ANSI-41 cores and elements of their new evolved GSM cores. Unlike AWS, Cingular has 2 GAIT terminals (800 MHz AMPS, 800/1900 MHz TDMA/GSM) and more sophisticated models will be qualified this year on Cingular, AWS and others. Handover between TDMA and GSM is not a capability, however, of either of the currently shipping GAIT terminals or the networks that support them, nor was it a requisite for GAIT Phase 1. Supposedly it will be implemented in a future GAIT phase and the capability will require software upgrades to the GSM RAN when implemented and possibly to the TDMA RANs as well. I do not believe any timeframe has been established for intermodal handover implementation and I think it goes without saying that E-911 compliance is a considerably higher priority for both carriers and vendors. Best, - Eric -

To: waitwatchwander who wrote (33235)	3/9/2003 4:06:13 PM
From: carranza2	Read Replies (1) \| Respond to of 196694

If you can't beat 'em ... join 'em? No, co-opt them. Both versions of GSM1x will require use of a CDMA 2000 multi-mode handset. Who will be making the pre-eminent ASICs for such a phone? Want to bet it won't be Nokia? It has no incentive to do so, even if it were technically competent. Take a look at this, in which the two versions of GSM1x are discussed. qualcomm.com Under both GSM1x versions, MSN and the Global Gateway, multi-mode phones with one mode being CDMA 2000 are required, though single mode CDMA 2000 sets will do, too. How do you think the CDMA 2000-impaired Nordic Cabalistas feel about the widespread use of CDMA 2000 single mode sets and/or multi-mode sets with CDMA 2000 being one of the modes? As I understand it, Q has enough IPR to not pay a nickel in royatlies to the GSM bunch, but the obverse is not true. Can you see the Cabalistas happy about such a development? The bottom line is that Q makes a bloody mint out of GSM1x if it is widely accepted, and not just out of the GSM1x software. In many ways, the difficulty with GSM1x is reminiscent of the difficulties Q had with CDMA. It promises carriers a better, cheaper, etc., system but there are entrenched interests who are not willing to give Q the keys to the wireless kingdom. C2@theflyintheointmentmeboy.com