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To: tero kuittinen who wrote (18351)	11/15/1998 6:02:00 PM
From: Ramus	Respond to of 152472

I just ran across something I find rather curious. While going through the ARIB(Association of Radio Industries and Businesses) proposal for W-CDMA... the Japanese version. On page 161 Annex 4 "Patent and Patent Pending List". Very interesting reading. This list is quote "...patents which are believed to be essential to the ARIB proposal". Goes on to state that these claims have not been verified etc etc. Shows Airtouch has some, that Nokia has 4 or 5 claims, Ntt and Ntt docomo, as well as a bunch of other Japanese companies have quite a few claims. Shows Qualcomm claims from pages 172 to 235...quite a bunch(lists patents in separate countries..I didn't know Qualcomm had patents in Vietnam!!). Now for the curious part.....THERE ARE NO CLAIMS LISTED FROM ERICSSON. Apparently, as of the 26th of June, 1998, Ericsson has given no notice to ARIB that it holds patents essential to the ARIB W-CDMA proposal. This is especially strange since the ARIB, UTRA and W-CDMA/NA proposals are not all that different. Ericsson has said in the press that they have all kinds of CDMA patents. They even claim they have patents essential to CDMA-2000. I have heard that they have yet to actually state which patents are essential to W-CDMA and CDMA-2000. Have they done this? Does anybody know? Have they informed ARIB of their patent claims? I already know what they've said in the press. Walt

To: tero kuittinen who wrote (18351)	11/15/1998 6:48:00 PM
From: Michael Young	Respond to of 152472

<<And in 1998, the year when digital phones started to outsell the analog phones for the first time in US history CDMA manufacturers dropped the ball - no 1998 CDMA models in high volume sales for the entire year. Startac selling only in Kansas City with half of the fourth quarter already gone. Q-phone, slated for late summer, pushed ahead time and again. >> I've noticed the same thing. I have a QCOM dual mode phone. It is ok, but nowhere near as nice as the NOKIA digital model that is all the rage here in Houston. MIKE

To: tero kuittinen who wrote (18351)	11/15/1998 7:45:00 PM
From: DaveMG	Read Replies (2) \| Respond to of 152472

Tero, Listen, I own both Nokia and Q shares, so I'll be happy if NOKIA blows away the Street. The thing is though that no matter how you look at this XMAS sales, in the 3rd Generation, it now appears that GSM will become CDMA. What exact form this 3rd gen takes still remains to be seen, but CDMA it is, so this is a victory for CDMA no?. In the end it'll be the carriers who decide how things work out, they are the ones who are going to invest the billions in infrastructure required to build these newfangled networks. The fact that GSM handset sales are greater in 1998 will not be the only determinant. The IPR showdown looms all important for all concerned. If you bothered to read the 3G position paper which was just posted you might have noticed that over the next 2-3 years IS95 will transform itself into a very very powerful wireless solution., cdg.org “Capabilities of cdmaOne evolution have already been defined in standards. IS-95B provides ISDN rates up to 64 kbps. The next phase of cdmaOne is a standard knows as 1XRTT and enables 144 kbps packet data in a mobile environment. Other features available when the standard is published in 1Q99 are a two-fold increase in both standby time and voice capacity. All of these capabilities will be available in an existing cdmaOne 1.25 MHz channel. The next phase of cdmaOne evolution will incorporate the capabilities of 1XRTT, support all channel sizes (5 MHz, 10 MHz, etc.), provide circuit and packet data rates up to 2 Mbps, incorporate advanced multimedia capabilities, and include a framework for advanced 3G voice services and vocoders, including voice over packet and circuit data. This phase of the standard will be complete by 4Q99.” I suppose you think this is the usual baloney being pushed upon a bunch of naives? This MSFT/Q JV will probably accelerate this transition. When Dr Jacobs says that he thinks the time is right for data he really means that the time is right for CDMA He obviously believes that this JV is going to emphasize CDMA advantages otherwise he wouldn't be embarking on it.. If carriers hope to be able to offer the kinds of services envisioned they are going to have to invest in additional infrastructure, which will ameliorate the spotty coverage of the digital networks.. What if it turns out Q really does have blocking IPR, what then for GSM? Let's suppose just for a moment that QCOM manages to force harmonization or convergence in 3G because they do in fact hold essential blocking IPR to what has been dubbed WCDMA. Would we Q holders still be f….ed? And then suppose Q loses with ETSI and has to litigate? Japan. Korea, the United States ,Mexico and Chile will have national networks, CDMA 2000 networks. There will be innumerable other networks in major population centers like Sao Paolo and Rio. Q will be selling Palm based devices, producing lots of ASICS, CE and other. Standby , talk time, and network capacity will have greatly increased. Will we Q holders be in trouble then? I think we all agree that it would be nice if Q could produce as nice phones as NOKIA in enormous quantities, and that the phone quality/price issue is important. I think we all agree that Q is facing stiff competition and tremendous GSM momentum. But one has to ask oneself what all the 3G fuss is about if CDMA and Q are destined for the trash bin of wireless history. You can take it for granted that Q holders have concluded that one way or another Q holds unassailable IPR's . We Q holders are indeed having to learn about patience and fortitude. Hopefully we'll be rewarded for the risk. And let me ask you this.. Which will be more difficult, for Nokia to grow to 50 bil in sales , or Q to 12 bil. Whose numbers are going to be more difficult to blow away next year? Dave

To: tero kuittinen who wrote (18351)	11/15/1998 10:07:00 PM
From: Quincy	Read Replies (2) \| Respond to of 152472

Don't bother with the WSJ. We have long thought it to be the source of your problems and have discussed the editorial bias they suffer from. Read further and you will understand my statement. Lets go back to the article: biz.yahoo.com "GSM Service Now Available in Nearly 2,400 North American Cities; 1.3 Million New Customers Added in Less Than a Year" Here is Sprint by itself: sprintpcs.com "Sprint PCS has the largest 100 percent digital, 100 percent PCS nationwide wireless network in the United States, already serving 177 metropolitan markets which include more than 4,000 cities and communities across the country." Now, a word from the CDG itself: cdg.org "In addition, North America has experienced a six fold growth rate with 4.5 million [CDMAOne] subscribers." Despite GSM's gains of 1.3 million customers last year, they still can't garner more than half of the market share enjoyed by CDMAOne. Sprint alone covers more cities than all GSM providers put together in North America. You wrote: "I think the stumbling CDMA operators included Airtouch, MCI, BMC". Did you ever bother to read the quarterly financial press releases from the Airtouch site? rcrnews.com Airtouch: 7.5 million subscribers in North America. EarningsPerShare $0.30 for the quarter I cannot figure out what MCI and BMC are except MCI doesn't appear to have any wireless networks, only long distance. Lets use Bell Atlantic Mobile: Revenues increased 12.5% or 100mill for the quarter. Added 565K digital customers. GSM has only managed 100% growth to 2 Million users in North America? Ok, that proves I am not walking past the local empty GSM stores on their "bad days." Can you explain to us why you chose to accuse Gregg of "insulting" you. You bring nothing to the discussion that follows reasonable distortions of economic principles, or any resemblance to consumer demand. You have demonstrated your skills in the English language over the past couple of years. So, I don't think misunderstanding him is your problem. But, I must ask: are you ever going to answer Gregg's questions? While facing a lack of evidence to support your claims, it might be easier for you to admit that you were jumping to the wrong conclusions. www3.techstocks.com

To: tero kuittinen who wrote (18351)	11/16/1998 9:05:00 AM
From: Gregg Powers	Read Replies (1) \| Respond to of 152472

Tero: Sorry for the insults...I guess I would feel offended too if I had your track record on the Frezza Forum. Your fact-basis is so consistently askance that this debate borders on useless. For example, MCI (you do mean MCI Worldcomm?) doesn't have a CDMA operation, while Airtouch is doing extremely well...are you trying to such that ATI's infrastructure award to Nortel is somehow a negative to QC? Do you understand the OEM relationship between Nortel and QC? Nevermind... Fact: based on the Dataquest numbers, there are roughly 4x as many CDMA subscribers in the US as GSM subscribers. Do I need to explain the math? Your comment that QC's stock price is predicted on CDMA's lead over GSM in the U.S. market is based on what? Opinion? Phases of the moon? Your point du jour? What? Again you display terrorist tactics by picking an aphorism and forcing us to refute a nonsensical position. Your comment about Sprint returning Q's due to chip problems is a page straight out of Bill Frezza's rumor mill..with equivalent fact basis, i.e. the Qs uses the same chipset as the rest of the QCP phones and there are no problems at all in this regard. Pardon my disdain, but I am tired of hearing about hypothetical cockroaches in the cupboard.