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To: Caxton Rhodes who wrote (9749)	4/8/1998 6:20:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 152472

Qualcomm isn't the only company with CDMA IP. IDC, which championed a three company CDMA WLL system (B-CDMA) is also claiming IPR with respect to the ETSI 3g standard: totaltele.com Clark

To: Caxton Rhodes who wrote (9749)	4/8/1998 7:13:00 PM
From: Joe NYC	Respond to of 152472

Lehman Brothers on GlobalStar lehman.com It lists the orders for the handsets and protocols they will support: Ericcson Sat./GSM Qualcomm Sat./CDMA/AMPS Telital Sat./GSM I guess it means that in areas with no digital service, and some AMPS service/CDMA service, the best phone to have is Qualcomm. I wonder how much territory that covers. Another question is if Ericcson will be able to deal with CDMA. Joe

To: Caxton Rhodes who wrote (9749)	4/9/1998 7:17:00 AM
From: qdog	Respond to of 152472

What Ericsson isn't going to donate this for the betterment of mankind?? So through the veil of smoke and the distortion of the mirrors are starting to reveal the truth!! There is going to be more fighting about this one. Europeans aren't going to be steamrolled by Ericssons.

To: Caxton Rhodes who wrote (9749)	4/9/1998 9:42:00 AM
From: bananawind	Respond to of 152472

All... Article on ASIC's market growth... (Caxton, see below) Integrated Circuits Market For Wireless Communications to Approach $14 Billion By 2003, According to Allied Business Intelligence OYSTER BAY, New York, April 9 /PRNewswire/ -- The world market for Integrated Circuits employed in wireless communications devices is expected to grow from $5.3 to $13.7 billion by 2003, according to a new report. The report, ''Communications Integrated Circuits: Global Wireless Markets, Technologies & Forecasts'' is about to be released by Allied Business Intelligence, Inc., an Oyster Bay, New York telecommunications consultancy. ICs used in cellular telephony will continue to represent the lion's share of the market, particularly in the short term, but the largest growth segment will result from Global Positioning System chipsets and less dominant digital cellular standards such as Code Division Multiple Access. Growth rates from Local Multipoint Distribution Systems, which are just coming to fruition, and satellite sectors are also expected to be high. But the reason the growth rate in these segments is so high is because they are evolving from almost zero dollars. The myriad of wireless devices running on a diverse number of standards means chipset solutions supplying these variants will face different levels of success during the 1998 to 2003 time frame. Providers of IC chipsets for GPS receivers will see as high as a 50% growth, annually. The advantages of chipsets -- which include installation onto existing motherboards, flexibility, low power consumption, and cost -- will make them particularly attractive in the GPS segment since most growth will be in the form of embedded applications. GPS chipsets are expected to replace board level solutions. Board level solutions consist of discrete components performing singular, specific tasks. IC's are components which integrate specific functions. Chipset solutions are the combination of IC's and other components for entire end-to-end processing. The chipset scenario will be entirely different in the Wireless Local Area Network market. Despite an expected growth rate of 28% annually during the study period for ICs for Radio Frequency WLANs, Original Equipment Manufacturer module and board solutions will continue to capture much of the market, as opposed to off-the-shelf chipset solutions. The entrenched position of OEM module supplier Proxim is one reason behind this. But the desire by the major WLAN OEM suppliers to avoid developing their own radio altogether, from the component level and up, is a larger factor. Over time, the distinction between chipset solutions and those provided by OEM module suppliers is expected to become blurred as the OEM module vendors seek to produce solutions which can be mounted directly on host motherboards. The challenge from the latest companies entering the handset market to the incumbent handset manufacturers is expected to result in a larger market for off-the-shelf chipset solutions. The newest handset manufacturers are expected to demand easy-to-implement chipset solutions in order to get to market quickly while established suppliers continue to seek customization service from IC suppliers who can offer a broad product line. Single- or double-chip transceivers are unlikely to evolve in either sector, but complete three-chip solutions are expected in the short term for the major components of the heterodyne receiver (radio frequency, intermediate frequency, and baseband processing). Building block solutions are expected to continue to give up market share to Application Specific ICs (off-the-shelf or proprietary) in the wireless telephony, WLAN, Direct Broadcast Satellite, and Global Positioning System segments. But these parts, particularly in analog functional areas, are anticipated to show greater than 50% annual expansion in the sectors for LMDS and in the newest breed of communications satellite systems. The report includes competitive profiles for over 60 manufacturers and distributors of integrated circuits. More than 170 tables support over 300 pages of concise text. SOURCE: Allied Business Intelligence OT...OT... Caxton, Marlins made it 7 losses in a row yesterday. Its enough to make a grown fan cry, especially when I think of you watching Nen stick it to the Astro's (who, sob.., sniffle... got our best fielder in Alou). -JLF