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To: DaveMG who wrote (12390)	7/15/1998 1:07:00 PM
From: Caxton Rhodes	Read Replies (3) \| Respond to of 152472

Earnings Conference Call #'s 7/21 2:30 Pacific Time 212 896-6094 code 3388763 Replay # 800 633-8234 I don't think the replay requires a code but if it does, try the one above. Caxton

To: DaveMG who wrote (12390)	7/15/1998 1:09:00 PM
From: Jon Koplik	Respond to of 152472

Tero (I assume you are checking out this, in addition to the Nokia stuff) - you are again totally ignoring that the wireless "carriers" will make more money if they offer a CDMA system, and THEY are the customers of QCOM. If China does all of these GSM systems, then they will be hopelessly clogged up in a few years, and be forced to retro-fit with CDMA. Jon.

To: DaveMG who wrote (12390)	7/15/1998 1:15:00 PM
From: Clarksterh	Read Replies (3) \| Respond to of 152472

Some thoughts on low CDMA standby/talk times - After listening to Tero complain about the advantages that GSM has over CDMAOne inre handset standby and talk times (and doing some checking myself), I put forward the following explanation. There are two main users of power in a handset: 1) RF power out. CDMAOne is definitely significantly more efficient than GSM in this regard due to the use of variable bit rates (as the bit rate goes down the required transmit power goes down) and lesser S/N ratio required to compensate for the statistical likelihood of noise (the stat mux aspect of CDMA). This difference will change somewhat as technology changes, but in general the changes will be incremental. 2) Processing power. CDMAOne is a processing hog compared to GSM, partly due to the nature of CDMA vs TDMA and partly due to the fact that CDMAOne is a later generation than TDMA (e.g. all of those extra services). However, the power used by this component will approach zero according to Moore's Law. Thus, at this point in time the power savings of CDMAOne in RF is not enough to offset the extra power used for processing, so CDMAOne handsets run out of juice sooner than GSM handsets. However, in one or two years the processing power will become much smaller relative to the RF power savings and CDMAOne phones should start getting significantly longer talk times than GSM phones. (Note the same might not be true of standby times, since most of the benefit that CDMAOne gets comes during use (I don't know enough about how standby is implemented in either system to make any bold statements). But in any case the standby times should at least become comparable for the two standards.) Comments? It would be interesting to know when the crossover is going to occur, but it takes significantly more information than I have. Clark Clark