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To: dougjn who wrote (16123)	10/7/1998 5:08:00 PM
From: John Hatten	Read Replies (3) \| Respond to of 152472

Just finished listening to the conference call. A non event; basically a rehash of previous material. Jacobs was very comfortable with the strength of their IPR's/patents. In the event that ETSI presses ahead with non-backward compatible W-CDMA they will tie up the deployment in court and press ahead with the development/deployment of CDMA-2000. He did say that there is an ongoing dialogue with ETSI on resolving the convergence issue. Also, judging from the folks who were asking questions, I did not hear any of the major analysts asking questions.

To: dougjn who wrote (16123)	10/7/1998 5:18:00 PM
From: bananawind	Respond to of 152472

Notes from Lehman CC with Dr. Jacobs Basically Dr. J went over Q's previous public statements on 3G, Convergence, the fairness principles under which Q would license its IP. He made it very clear that Q will litigate with any company that attempts to commercial sale or use of equipment manufactured to the WCDMA proposed standard. During the Q&A he was asked if he thought it would come down to the courts, and he replied he didn't think it would get that far because operators are unlikely to spend a lot of money on infrastructure when there are major overhanging issues such as essential IPR. Also said Q's opinion is that it is highly unlikely that anyone can quickly or effectively design a good commercial cdma system that avoids Q's essential IPR. Basically, Irwin repeated most of the arguments that we have already heard from Gregg Powers on this thread. Said existing cdmaOne licensees will get licenses extended to cover cdma2000. My raw notes are below for anyone who can make sense of them. luke (lehman) Jacobs thornly cfo 3G Standards unofficial decision by ITU likely by 12/31 WCDMA vs CDMA2000 WCDMA -back com with GSM but not cdmaOne -say converg will degrade standrd -Q says WCDMA would req lic for cdma -ericy say roys too high -RCR suggest fam of std might be approved Jacobs Perspective -pleased air inter for almost all prop to ITU are cdma -support market make decision on interface -cdmaOne user can now evolve to high burst data without trouble -demonstrated HDR at mbs on std channel -viable option for operators spec constrained -cdma2000 evol of is95 -allow exist operators to reuse netw equip -WCDMA to operate with gsm netw but air interface is NOT 3G GSM and thus operators will have to spend on air interface -IP not bandwidth dependent -Q IP essential to WCDMA Chip rates - asychronous timing for basestations these tech differences make it less efficient than cdma2000 Included to make WCDMA incommpat with cdmaone and 2000 Q not lic IP unless converged standard meets the 3 fairness prin last week RTT eval concluded, ITU work to craft standard ITU policy can't move forward unless all essential IPR issues resolved hope agreements on conv can happen before WILL defend its patent rights Workaroud would delay and be a different system Stalement favors cdmaOne which can continue to evolve toward 3g US gov concerned about non-tariff trade barriers Q&A- How affect pending litigation - not sched till early next year Flavor ITU ETSI interaction - maybe fam of std, IPR is serious issue fairness issues shouldn't cause fundamental provb for anyone - hope for converged std thoughts on carrier view on 3G and commercial timeframe - carriers opin varies on what data serv will have demand, evolution is best way from here to there. Provide 144K IS95C without new infrastructure would allow to develop marketplace. HDR also interesting - wireless play role in high rate internet access for homes offices (ie non mobile). Does requir some infrastructure. Feeling that wireless that supports portablity will take on an ineresting share of the market. Areas where patents essential- -Willing to tie up in courts wCDMA, plan to lic cdma2000 IS95 lic will be extended to cdma2000. When expect initioal decisions of ITU - details may require field testing which is not so easy. need to field mobile capacity tested environment. Hard to believe it will get to court - operator don't invest alot in infra with big unresolved questions WCDMA affecting cdmaOne deployments - positive-cos that said had prob w cdma now want neg- argument is evol of GSM and is better than cdmaOne so should go w GSM - not true, is a complete change in the air interface which is where there is a lot of cost of infrastructure