SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?


To: Gregg Powers who wrote (13217)8/2/1998 10:53:00 PM
From: GO*QCOM  Read Replies (1) | Respond to of 152472
 
CHINA's GREAT WALL TELECOM and QUALCOMM.What ever happened to the CDMA systems QUALCOMM,Lucent,Samsung,Motorola and Nortel were trialing in several cities and waiting for the word to expand the systems via contracts.Well it seems that President Jing Zemin ordered the PLA (Peoples Liberation Army)to get out of the business of telecom in late July.The chinese military is being forced to accept reforms that will lead to PLA spinning off telecom holdings.The government is taking on a powerful force in chinese politics to make it happen.Jiang's decree is causing QUALCOMM and the other big wireless vendors to try and figure out whats going to happen and when.No doubt this will be good for future business but how long will it take to sort out and for the PLA to realize its in the best interest of China to get out of the business and let private concerns handle the business.The chinese military operates an eye opening 15,000 business ventures and they won't give up easily.



To: Gregg Powers who wrote (13217)8/2/1998 11:49:00 PM
From: Jon Koplik  Read Replies (4) | Respond to of 152472
 
To all - since it is still the weekend, I feel I have "free license" to post some silly stuff.

I just bought some gasoline for my car for 99.9 cents per gallon (and, I was even allowed to use Visa or Mastercard). This is the first time I have cracked the magic $1 barrier in a while.

Here it comes ... (without lying) has anyone bought gas for cheaper than 99.9 lately? And, in what state? (My purchase was in Florida).

Jon.



To: Gregg Powers who wrote (13217)8/3/1998 12:14:00 AM
From: 2brasil  Read Replies (1) | Respond to of 152472
 
SEXIER Q-phones great! < Data is the word as cdmaOne operators eye a host of new network capabilities enabling
them to offer new value-added services that can exploit present and future generations
of technology.
Tammy Parker

Though wireless data has not yet produced a huge market, it could become a prime
differentiator as operators run out of cost-effective ways to compete on price, coverage
and packages for voice airtime. With the Internet and corporate intranets becoming
more essential to daily business activities, the rush is on to create the wireless office
that can easily tie mobile workers to the enterprise. Further, the potential for push
technologies that deliver news and other information directly to a wireless device could
create entirely new revenue streams for operators.

Clint McClellan, director of strategic marketing for Qualcomm Inc., notes that mobile
professionals have been, and will continue being, the first adopters of mobile
technology such as cellular phones, pagers and laptops. And since 42 per cent of
mobile professionals already carry cellular phones, McClellan notes, those devices are
uniquely positioned to integrate the incoming generation of mobile data applications.

Although cdmaOne started offering short messaging service and asynchronous data
later than GSM networks, the two technologies are on the same timeline when it comes
to high-speed data and packet data development, says Jay Jayapalan, principal staff
engineer at Motorola Inc.'s Cellular Infrastructure Group.

Those faster speeds could be crucial to luring data users. "Data is important to our
customers, the operators, from a marketing perspective. But today the amount of data
being sold on any network is relatively small," says Peter MacLaren, Nortel's vice
president of business development. While MacLaren sees numerous areas for
improvement in the data arena - such as filling the need for more data-friendly devices
and applications - he notes: "The availability of higher data rates will, we believe,
stimulate the market."

Although cdmaOne networks were not the first to offer data access, supporters say
such networks are uniquely designed to accommodate data. To start with, the networks
handle data and voice transmissions in much the same way. Further, cdmaOne's
inherent variable rate transmission capability allows data rate determination to
accommodate the amount of information being sent, so system resources are engaged
only as needed. And since cdmaOne systems employ a packetized backbone for voice,
packet data capabilities are already inherent in the equipment.

Circuit-switched data capability to 14.4 kilobits per second is the first data
communications technology available over cdmaOne, but considerable work has been
done on enabling packet data capability at 14.4 kbps as well. The cdmaOne packet data
transmission technology uses a TCP/ IP-compliant Cellular Digital Packet Data (CDPD)
protocol stack to enable seamless connectivity with enterprise networks and expedite
third-party application development.

Data-friendly revision

The initial data-friendly revision to the cdmaOne protocol falls under the TIA/EIA-95-A
standard, commonly called IS-95A. This revision provides for basic voice and low-rate
data services such as 14.4 kbps data.
Robert Sellinger, director of wireless architecture and performance characterization at
Lucent Technologies Inc., notes that adding such data capabilities to cdmaOne
networks is fairly cost-effective. To implement a CDPD overlay network, the equipment
costs run around $75,000-$100,000 per base station plus the cost of CDPD-compatible
terminals. "I think a distinguishing trait of IS-95 (data) is that it's not an overlay," he
explains. Adding data to a cdmaOne network allows an operator to continue using its
existing radios, backhaul facilities, infrastructure and handsets while merely
implementing a software upgrade with an internetworking function. The per-base
station tally is less than $10,000, according to Sellinger.

The next step is IS-95B, which has not yet been published because it is still in ballot
resolution within the U.S. Telecommunications Industry Association (TIA). However,
some vendors are hoping to offer Revision B capabilities in early to mid 1999. This
upgrade allows for code or channel aggregation to provide data rates of 64-115 kbps, as
well as offering improvements in soft hand-offs and inter-frequency hard hand-offs.

To achieve 115 kbps speed, up to eight CDMA traffic channels offering 14.4 kbps
would need to be aggregated. Qualcomm has noted that it expects operators will
initially support data rates between 28.8 kbps and 57.6 kbps on the forward link to the
mobile and 14.4 kbps from the mobile since mobile users generally receive more data
than they send over the air. Looking further ahead, IS-95C should double the capacity
of Revision A as well as providing a basic data rate of 24.4 kbps data.

For its part, Qualcomm also is backing another proposed enhancement, IS-95HDR,
which it says will provide ultra-fast data of more than one Megabit per second using a
dedicated data channel and separate base stations. "This steps someone right up to 3G
(third generation) speed," notes Qualcomm's McClellan. However, representatives from
other vendors report little support across the industry for IS-95 HDR.

Dedicated initiative

Nonetheless, Qualcomm has a dedicated initiative to push the wireless data revolution.
Calling its program "The Quickest Way to Data", the vendor is pledging data-enabled
handsets, infrastructure and value-added application services. Qualcomm has
announced IS-707 packet data, circuit-switched data and digital fax capabilities on its
cdmaOne infrastructure equipment. Operators in Chile, India, Russia and Ukraine are
installing Qualcomm CDMA equipment with circuit-switched data and digital fax
capabilities, the company notes.

Qualcomm also is adding Mobile IP, the proposed Internet standard for mobility, later
this year as an enhancement to basic packet data services. Mobile IP lets users
maintain a continuous data connection and retain a single IP address while traveling
between BSCs or roaming on other CDMA networks. Mobile IP is implemented in Cisco
Systems Inc.'s Inter-network Operating System software, which is integrated in
Qualcomm's QCore BSC.

Other vendors are being more wary. "Mobile IP is a promising proposed standard, but
it's not yet well accepted in the industry," says Lucent's Sellinger. "We will add it as
applications take advantage of it."
IS-95A is available over Lucent Technologies Inc.'s infrastructure today, and several
carriers are in a `first office' testing mode of the data capabilities, says Sellinger. `First
office' refers to the fact that this is an initial deployment of a major new technology,
done in close partnership with a customer. "This is typically the last step that we go
through before something becomes available to all of our customers," he notes.

Lucent is pushing its modular Flexent architecture as a way to let operators partition
physical elements like base stations to support network-defined user groups for
specialized calling services. As such, an operator could supply data capabilities in one
part of a city but not in others, notes Sellinger. Flexent, he says, provides a platform for
voice and data services, both fixed and mobile, allowing carriers to "minimize the risk
associated with any one of those applications while they deploy all of those services or
have the option of deploying all those services over a common infrastructure".

Other carriers are also on the data bandwagon. Nortel launched its cdmaOne networks
with IS-95A capability, notes Doug McGregor, Nortel director for CDMA product line
management. He says circuit-switched data is being delivered now with some packet
capability and further packet data capability will be delivered next year.

Motorola also is commercially offering equipment supporting IS-95A. "In terms of
commercial deployment, we're working with some major carriers who plan to first trial
the service on their networks then make their decisions about launching it
commercially," states John Butler, senior product marketing manager for data products
within Motorola CIG. The operators involved are located in the United States and Asia.

Motorola is working with unnamed operators on adding higher-speed data applications
as well, according to Butler. "Once you have data," he observes, "the next thing people
want is higher-speed data."

Some carriers are being more vociferous about their intentions. In February 1998,
California-based AirTouch Communications Inc. announced it would begin testing
cdmaOne data technologies and evaluate data-capable phones, information appliances
and applications.

The tests began with a validation of a fast wireless Internet access technology, Quick
Net Connect, that was jointly developed for use with 14.4 kbps connections by
Qualcomm and 3Com and delivered by Lucent's cdmaOne infrastructure. QNC uses the
IS-99 standard to bring up packet data calls.

Lab testing

AirTouch has been using a variety of subscriber products, including phones and
palmtop devices, in lab testing, says spokeswoman Susan Rosenberg. "We'll probably
start field tests toward the late summer, early fall," she adds.
But the operator is cautious about setting a deadline for commercial introduction. "We
want to make sure that when we introduce some sort of new product or service that
there's going to be sufficient demand and we can justify the expense," Rosenberg
says. However, she adds that AirTouch expects demand for wireless data to accelerate
over the next year or two, pending the introduction of less expensive data-enabled
phones that can access e-mail and the Internet.

Halfway around the world, South Korean PCS operator LG Telecom has deployed what
it says is the industry's first CDMA-based wireless data service. The service uses the
14.4 kbps data capabilities of infrastructure provided by LG Information and
Communications combined with compatible phones that are also from LG. The
company had hoped to offer packet data capabilities - including Mobile IP and even
Cellular Digital Packet Data - but Youn-Kwan Kim, LG Telecom's executive director,
says the operator was not convinced that packet technologies were ready for market.

Special software
LG Telecom, which counted one million subscribers at the end of April 1998, hopes to
provide packet data service late this year using proprietary protocols and special
software, Youn-Kwan Kim notes. "Once Mobile IP settles down, we'll go ahead with
Mobile IP."

The data capabilities being added to cdmaOne positions should allow today's
operators to offer many of the high-speed data rates and advanced applications being
associated with third generation wireless networks. As such, cdmaOne operators will
be able to evolve toward 3G status while preserving their investment in existing
infrastructure. The inherent 1.25 MHz bandwidth of cdmaOne and upcoming standard
revisions that will allow channel aggregation could be leveraged by second generation
operators for competitive parity in the 3G arena, which is assuming a de facto
bandwidth of five MHz for many data applications. Operators might also play off of
planned cdmaOne updates that will allow for simultaneous transmissions of voice and
data, and the ability to mix and match voice, data and video within a single call.

LG Telecom, like other carriers across the globe, is closely watching the transition to
third generation. Kim notes that groups working on the Wideband-CDMA and
Wideband-cdmaOne standards in South Korea include all of the country's wireless
manufacturers and operators as members. "It's a silly thing to have very similar
technologies but different standards and a war between the two sides," Kim says. "So
we are working very hard in the U.S. and Korea to persuade all parties to agree on
harmonization so we can have one single air interface."

Prototype

Meanwhile, the largest cdmaOne-based PCS operator, Sprint PCS, is planning to test a
prototype 3G network by 2000. The operator is working with Lucent, Motorola and
Nortel on the endeavor and says it might offer 3G services by 2002.

"We look to Sprint as one of those very prominent cdmaOne carriers who will help
guide the industry into the finalizing of the IS-95B standard and whom we will work
with in not only deploying that core technology but in constructing the applications to
use it and understanding the business dynamics associated with those services,"
notes Sellinger. While Sprint has been "very vocal" in announcing its interest in 3G, as
well, Sellinger notes that many other cdmaOne carriers have contacted vendors
regarding development of faster data speeds and 3G services.

And certainly it's that cooperation between manufacturers and carriers that will be key
to finally bringing a healthy wireless data market to fruition.

The WAP way ahead

Many cdmaOne vendors are involved with the Wireless Application Protocol (WAP)
Forum, which has published a global protocol specification for providing data over
wireless networks. The WAP specification is designed to work across air interface
technology types, including cdmaOne, GSM, U.S.-TDMA, DECT, PDC and PHS.

The forum "has achieved a fair amount of buy-in from across the industry as a way of
bringing some standardization to delivering message-type information to wireless
handsets," notes Peter MacLaren, Nortel business development manager.

WAP was developed "to try and address the issue of multiple disparate pipes in the
wireless world today" by providing a common data applications platform, states
Jonathan Ruff, senior manager of business development with Motorola's Platform
Software Division.

He notes another reason for the interest in WAP is that even if advanced 2G and 3G
networks are capable of offering higher bandwidth applications, many of today's
subscriber device issues will still not be resolved. End-users will continue to demand "a
wearable device that's got a relatively small screen", says Ruff. "It's not necessarily
going to have a QWERTY keyboard. It's not got a nice 12-inch color screen like a
laptop," he notes. According to Ruff, compared with a desktop or laptop personal
computer, a hand-held mobile PC is a low-capability device that demands the special
protocols offered within WAP.

Adds MacLaren, WAP's primary intent is to address the small form factor of portable
terminals as opposed to providing an interface to the laptop.
WAP also allows companies to build an architecture similar to that of the Internet,
which provided a common platform that could be leveraged for a host of unexpected
applications, Ruff says. "If I deliver that type of environment to a hand-held device,
people will think of all sorts of neat new applications to put on top of that, albeit within
the constraints of the capabilities of the device." WAP will not be the only solution for
better