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

To: Art Bechhoefer who wrote (36773)	9/1/2003 4:53:01 PM
From: Eric L	Read Replies (1) \| Respond to of 196425

IS-856 Release 0 and Pending Revision A Art, << Yes, EV-DV by Nokia is just another strategy to stall ANY advances to CDMA2000 in the hope that other, lesser performing intermediate technologies will suffice until something new comes around that isn't patented by QCOM. >> What is this "EV-DV by Nokia" you have conjured? I regret to inform you that 1xEV-DO is not a Nokia technology, and there is no such thing as "EV-DV by Nokia" although they will commercialize chipsets to that standard. 1xEV-DV (1xEvolution phase 2) is a 3GPP2 CDMA2000 technology that unlike IS-856 (1xEV-DO) is fully backward compatible with 1xRTT Release 0, A, & B, rather than complementary to it. As a longstanding commentator on Qualcomm surely you are aware that Qualcomm headed the L3NQS contingent comprised of Lucent, LG, LSI, Qualcomm, Nortel and Samsung that decided the basic framework for CDMA2000 Release C even though some elements of the 1XTREME proposal proposed by Motorola and backed by Nokia, Philips Semiconductors, Texas Instruments and Altera were incorporated. From mid 2001 to publication in may 2002 CDMA2000 Release C (1xEV-DV) has occupied ~70% of 3GPP2's time and effort, and since then updates to Release C and development of Release D have occupied ~70% of 3GPP2's time and effort. While the full body of carriers and vendors in 3GPP2 matures CDMA2000 Release C which completed (was functionally frozen) in May 2002, and attempts to complete Release D by September of this year, a small subset of 3GPP2 participants and Qualcomm's value chain meet in what is known as the 3GPP2 Data Only Ad Hoc, in an effort to evolve IS-856 (1xEV-DO) which is not incorporated in the CDMA2000 standard even though it is standardized under the IMT-MC umbrella. Your Zenith example is interesting, but when you talk about IS-856 (1xEV-DO) and that little Ad Hoc group operating outside of the CDMA2000 mainstream you might want to keep Apple in the back of your mind and when you picture IMJ in relationship to this, think Steve Jobs. Best, - Eric -