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To: Mike Buckley who wrote (1066)	4/5/1999 9:40:00 AM
From: gdichaz	Respond to of 54805

Mike: An addendum if I may since I was once concerned (years ago) about InterDigital and checked it out a bit. First, the Q and InterDigital reached a cross patent agreement many moons ago, so InterDigital is not a threat on that front. Second. InterDigital has no rights to and does not participate in any way in the CDMAOne (IS-95) mobile wireless. Where InterDigital has tried to make money, and failed so far, is in the the WLL (wireless local loop) area. This is the use of wireless from one fixed location to another fixed location. Nothing mobile. Suggest relax re this "threat" Re 3rd gen. Suggest that the Ericsson/Qualcomm agreement makes this a relatively smooth transition for the Q. The details are being worked out in London now by the likes of Vodaphone/Airtouch. Again, suggest relax. Best as always. Chaz too

To: Mike Buckley who wrote (1066)	4/5/1999 10:51:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Mike, did you buy in to qcom yet? Since I'm burdened by a day job, I violated my own rule, and bought during amateur hour (140 3/4). Naturally this precipitated a dip <g>, but the the market should get over it. I'm going to watch qcom closely for the next 12 months, and if their fundamentals (primarily margins) start to improve, I'll add to the position. Imho It looks promising from both technological and sector points of view. Frank

To: Mike Buckley who wrote (1066)	4/5/1999 9:03:00 PM
From: Bahama	Read Replies (1) \| Respond to of 54805

Some 3G info and the relation to CDMA, TDMA: Universal Wireless Communications Consortium Not Surprised by CDMA Patent Resolution. Business Wire, March 29, 1999 p1327 BELLEVUE, Wash.--(BUSINESS WIRE)--March 26, 1999--The Universal Wireless Communications Consortium (UWCC), an industry group that promotes the TDMA/WIN wireless technology platform, was not surprised by Thursday's announcement by Telefon AB L.M. Ericsson and Qualcomm that they had resolved their dispute over third generation (3G) CDMA intellectual property rights. "This is a welcome development that improves the environment for the wireless industry to deliver 3G services to consumers expeditiously and on schedule," said Gregory G. Williams, chairman of the Universal Wireless Communications Consortium (UWCC) and vice president - wireless systems SBC Communications, Inc. "All parties involved in the 3G standards process must continue their progress towards meeting the International Telecommunication Union's (ITU) timetable." The ITU-led International Mobile Telecommunication-2000 (IMT-2000) process seeks to yield the next generation of wireless communications systems that will offer consumers high-speed data and Internet access, full-motion video and other sophisticated multi-media services, as well as global roaming. Just last week in Brazil, ITU endorsed an approach towards setting 3G wireless standards based on multiple technologies, including the TDMA 3G standard (UWC-136) and a multi-mode CDMA umbrella standard. Chris Pearson, vice president, marketing for the UWCC stated, "As demonstrated by our recent agreements with the European Telecommunication Standards Institute (high speed data architecture) and the North American GSM Alliance (TDMA-GSM interoperability), the UWCC always has advocated cooperation at all levels whether in the standards process or through commercial agreements." He added, "The Ericsson and Qualcomm agreement demonstrates market forces and companies are the best mechanism for resolving difficult issues. This open-market approach will deliver 3G services to consumers quicker." Ericsson will continue to fully support the UWCC and its TDMA 3G proposal (UWC-136) to the ITU. "The announcement does not reduce in any way Ericsson's commitment to the TDMA and EDGE technologies," said Keith Shank, director strategic marketing and business development, Ericsson Radio Systems. "We continue to be a strong and active supporter of TDMA as a premiere 2G and 3G wireless solution." The UWCC is a Bellevue, Washington-based international consortium of more than 100 wireless carriers and vendors supporting the TDMA and WIN technology standards. Its Board Members include: Alcatel USA, Argentina TDMA Association, AT&T Wireless Services (USA), BellSouth Cellular Corp. (USA), Cellcom (Israel), Celumovil (Colombia), Compaq Computer Corporation, Ericsson Radio Systems, Cable and Wireless (United Kingdom), Hughes Network Systems, Industar Digital PCS (USA), Lucent Technologies, Mobikom SDN BHD (Malaysia), Motorola, Movilnet (Venezuela), Nokia, Nortel Networks, Rogers Cantel (Canada), SBC Wireless (USA), Telecom New Zealand (New Zealand), and VimpelCom (Russia).

To: Mike Buckley who wrote (1066)	4/5/1999 9:08:00 PM
From: Bahama	Read Replies (2) \| Respond to of 54805

More 3G info and how it impacts (or is impacted by) QCOM: US Will Lag In 3G Wireless, Report Says 03/17/99. Newsbytes PM, March 17, 1999 pNA Full Text TEMPE, ARIZONA, U.S.A., 1999 MAR 17 (NB) -- By Grant Buckler, Newsbytes. Third-generation cellular services will be available in Japan within about two years, then in Europe, and finally in North America, according to a report on the technology from research firm Forward Concepts. Adoption of the technology, which will provide for high-speed data transmission as well as voice service, will take longer in the United States largely because Qualcomm Inc., is using influence in Washington to try to protect its cdma2000 technology from rival Wideband Code Division Multiple Access (W-CDMA) and UWC-36, Will Strauss of Forward Concepts told Newsbytes. The three are the principal contenders to serve as standards for third-generation wireless technology. All three are likely to co-exist in the US market, Strauss said. "Qualcomm is probably the biggest impediment to the US going along with everyone else" on third-generation wireless standards, Strauss said. "Qualcomm has some very powerful friends in Washington." Forward Concepts' study forecasts that these three standards at a minimum will be in use as third-generation wireless comes to commercial use, and that at least the first handsets on the market will work with only one of them. In Europe, Forward Concepts expects W-CDMA to prevail, probably by government mandate. It was developed by Ericsson. In February, Newsbytes reported on a TransAtlantic Business Dialogue meeting at which senior executives of US and European companies supported the idea of one third-generation CDMA standard, with three modes. These modes would include versions of the cdma2000 technology, backed mainly by current users of second-generation CDMA technology, the W-CDMA standard backed by the North American GSM Alliance, and a Time Division Duplex (TDD) mode. Valerie Christopherson, a spokeswoman for the CDMA Development Group in Costa Mesa, Calif., said the standard would make it much easier for wireless phone manufacturers to build multi-mode handsets that would work with any of the standards. Forward Concepts also said that as third-generation cellular technology evolves, multi-mode cellular phones will appear that can work with different cellular systems and with satellites, and eventually satellite systems will be deployed that will support high-speed data communications from anywhere on Earth. Worldwide roaming is expected after 2005, says the report. More information about the report is available on Forward Concepts' World Wide Web site at forwardconcepts.com . Reported By Newsbytes News Network, newsbytes.com (19990316/Press Contact: Will Strauss, Forward Concepts, 602-968-3759 /WIRES TELECOM, ASIA/)