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To: JMD who wrote (10616)	3/5/1998 4:18:00 PM
From: Duane L. Olson	Read Replies (2) \| Respond to of 25814

Wiz//OT//GSM and TDMA..... And here is the link to results of the tests which let new installations go in as IS95 CDMA and still maintain compatibility with the old Buggy Whips...errrr I mean GSM :-) biz.yahoo.com I appreciated your link to LSI's GSM effort, and I do mean EFFORT!! They apparently put a LOT of time, design effort, etc, into their chip...but it is .35 micron G10, which suggests to me that GSM turned out to be One of the reasons that LSI has been underperforming lately ... Those projections of a market for GSM trippling by 2000 is especially suspect to me as being the same drum that was being beaten in '95/'96 ..."HUGE Market for GSM in Asia"... But I wonder how much of that market developed?... Cheers! TSO

To: JMD who wrote (10616)	3/6/1998 2:01:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

//GSM thing Mike: Then why is there so much momentum in GSM. 1.25 billion Chinese can't all be wrong can they? Why would they go forward with a technology that has such a certain chance of being obsoleted very soon? And thanks about the European new std. argument. Makes sense to me. Anyway I tend to agree with you about CDMA long term. My more immediate concern is the present and how well LSI will sell its GSM chip. As long as it sells well (and I think it will sell very very well) I'm a happy boy. LSI's DVD experience thus far shows that being early in an emerging technology can hurt the bottom line over the near term. With the GSM chip I hope that within a year they'll be producing something in the range of 3-5 million chips/year and that's a motherload of dough for a very recent product introduction. CDMA can wait until volumes are sufficiently high. No point betting the entire company on too many emerging technologies! DVD, DCAM, that BBC thing etc are enough for now! Yes and I think you are right about QCOM and LSI. Again though what exactly LSI does for QCOM I do not know. Shane.

To: JMD who wrote (10616)	3/7/1998 2:26:00 AM
From: shane forbes	Read Replies (1) \| Respond to of 25814

Since my last article was good for GSM here's a one for you CDMA boys. Note QCOM and LSI connection. ---- techweb.com "All of these trends play into the hands of Qualcomm's most ASIC-oriented licensee, LSI Logic Corp. (Milpitas, Calif.). While LSI has yet to debut a full CDMA suite, the recent single-chip GSM baseband/IF device developed in its CoreWare methodology provides hints for how the MSM and IF functions might be combined in future offerings. "There was a lot of skepticism out there until we demonstrated this chip at the GSM World Congress," said Giuseppe Staffaroni, vice president and general manager of communication products." ----