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Strategies & Market Trends : Booms, Busts, and Recoveries -- Ignore unavailable to you. Want to Upgrade?


To: elmatador who wrote (61434)4/1/2005 8:18:14 PM
From: Maurice Winn  Respond to of 74559
 
ElM you are obviously bewildered. <Cingular is going to launch 3G GSM right into the US.>

3GSM is not really GSM. It's a fig-leaf to cover the GSM Guild's embarrassment. The 3GSM aka W-CDMA air interface is precisely and only CDMA and royalties will be paid on all of it to QUALCOMM. The more the merrier for QUALCOMM shareholders. It's not as good as 1xEV-DO for subscribers, but they are over a barrel with the silly 3GSM service providers for now.

GSM is merely legacy circuitry in the terrestrial component of the 3GSM networks. The wireless part is pure CDMA magic.

Check this out - scroll down to the second graph to see an absolutely gorgeous sight. cdg.org

To fully appreciate the beauty of the curve, you should get a straight edge on the screen and keeping it tangential to the curve, start back in 1997 and go forward through the years, noting how the steepness of the curve gradually increases. Note especially what the steepness of the curve has been doing in the last 3 years = yes, it is getting steeper and steeper.

The axis of the curve will need to be extended by 2010 to somewhere about 1 billion or even 2 billion, which means the curve will continue to increase in steepness, with concomitant numbers on QUALCOMM's bottom line. That will mean obscene profits because production of 1 billion or 1 million subscriber devices involves the same effort for QUALCOMM in the patent department. Once the costs are covered, it's all profit [other than a minuscule amount of legal and management work to track the royalty entitlements].

As QUALCOMM's market share in W-CDMA ASICs increases, and BREW booms, and gpsOne takes off, and Iridigm gets going, and Globalstar gains ground, along with radioOne and stuff, and Eudora2go becomes popular and so on [not forgetting good old OmniTRACS], the sky is the limit. Hmmmm, with Globalstar in business, even the sky isn't the limit.

Mqurice



To: elmatador who wrote (61434)4/2/2005 4:07:12 PM
From: Raymond Duray  Read Replies (1) | Respond to of 74559
 
elmat,

Re: I guess you have been converted by MQ's Gilderian CDMA championing. You've been brainwashed,

I prefer to think of myself as being agnostic. Here in Central Oregon, we don't have a CDMA network, so I really don't have the ability to make a first hand assessment of the benefits of Qualcomm's achievements.



To: elmatador who wrote (61434)4/3/2005 5:42:27 PM
From: brian h  Read Replies (1) | Respond to of 74559
 
"""""""""""""""""I guess you have been converted by MQ's Gilderian CDMA championing. You've been brainwashed, Ray!

Cingular is going to launch 3G GSM right into the US.""""""""""

Just facts. No 3G GSM alpha soups terms. Please read them logically and tell me any connection between GSM and CDMA. Cingular's 3G GSM are still "WCDMA=UMTS=3G GSM" networks. Make sure you understand QCOM is the only provider that can do HSDPA. Others are at least 6 months to 2 years behind. Hope you do get some contracts.

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Not to be left behind, Cingular says they’ll have 3G next year, too

Posted Jun 23, 2004, 11:38 AM ET by Peter Rojas
Related entries: Cellphones, Wireless

Just a day after Sprint said they were going to go with EV-DO so they could rollout their high-speed 3G wireless service even sooner, Cingular announces that they’re going to speed things up and try and get their 3G network ready next year, too (they’d previously said it’d take at least a couple of years). The service will only be available at first to laptops (via wireless PC cards like Novatel’s Merlin U520, pictured at right), but should start turning up on cellphones soon after

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Cingular successfully tests new 3G network
Posted Jan 4, 2005, 1:47 PM ET by Joshua Fruhlinger
Related entries: Cellphones

We’ve reported about Cingular’s plans to bring 3G to us sad US cellphone users in the past, but it seems Cingular has the network running. Working with Lucent, Cingular has successfully tested their new 3G network. They used High-Speed Downlink Packet Access (HSDPA) technology to sustain rates of more than 3Mbps during the tests. The new technology will supposedly allow for rates up to 14Mpbs. Look for Cingular to roll out the new network later in 2005.

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LG @ CTIA - Cingular’s HSDPA cellphone
Posted Mar 16, 2005, 4:20 PM ET by Peter Rojas

It was behind glass, but we managed to sneak a couple of pics of a handset LG is building for Cingular’s forthcoming high-speed HSDPA network (HSDPA stands for High-Speed Download Packet Access, and is like an even faster version of UMTS). The LG people were crazy tight-lipped about this one, but the phone was listed as having a maximum download speed of 1.8Mbps (384Kbps up), a built-in multimedia player that can handle all sorts of audio and video formats (H.263, H.264, MPEG4, WMV, MP3, AAC, AAC+, WMA), and support for video and music on demand. Cingular is already testing HSDPA in a few places right now, and from what we’re hearing they’re probably going to commence their nationwide rollout right around the end of the year, with more and more cities to be added throughout 2006. Click to see a bigger pic.

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Date Posted: Mar 14, 2005, 8:30 AM
Source: Siemens

Siemens announced they will begin selling new 3G data cards for HSDPA networks in the second half of the year. HSDPA is the next generation of GSM 3G (UMTS) networks, it is capable of 3.5 Mbps download speed. The cards will be available in two models, both will be quad band GSM/GPRS but the DC16 will be UMTS 850/1900 for the US while the DC10 will be UMTS 2100 for Europe.

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Qualcomm announces new HSDPA 3G tech
Feb 14 2005 - 03:30 AM ET | 3G
Qualcomm announced an expanded HSDPA roadmap and expedited schedules to support the industry's first deployments. Cingular Wireless is testing HSDPA in the US, it will allow for download speeds up to 14 megabits per second.

Qualcomm is showing off its new HSDPA technology at 3GSM World Congress this week:

QUALCOMM's completion of live HSDPA calls with several partners at 3GSM further punctuates the Company's ability to enable the rapid deployment of HSDPA worldwide, using QUALCOMM's TM6275 test mobile powered by the MSM6275 chipset solution. Calls demonstrating voice and data service were conducted in all commercial 3G frequency bands -- 800, 850, 1900 and 2100 MHz.