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To: gdichaz who wrote (1717)4/6/1999 5:19:00 PM
From: Jim Lurgio  Read Replies (1) | Respond to of 34857
 
I think there's one flavor of CDMA that could be used in China that won't be affected by the Q's IPR and that's B-CDMA. That issue was settled years ago and in many of the SEC filings by Interdigital about the patent dispute they state they don't need Qualcomm's IPR to produce B-CDMA.

Although B-CDMA as a whole is no threat to 3-g because of the lack of mobility some of it's IPR is being used along with Golden Bridges in the other USA proposal which is WP-CDMA. This proposal should be mobile to meet the standards set by 3-g.

Samsung and Siemens both have B-CDMA trials for fixed WLL in progress in China. The Samsung trial was to end 03/31 but to date Samsung hasn't commented on the trial and are seeking type approval from the Chinese government. Probably most of China that needs telephony are people that have never had a phone at all so mobility to them will not be a priority. China's long rang goal for PC's is to have one for every student . The bandwidth of B-CDMA can provide ISDN right now so Internet can be afforded to the schools as well as the homes in these rural areas.

There also is a B-CDMA trial underway in Iowa being done by Pioneer Holdings who is Partly owned by MCI so there is other technologies being looked at.

At this point I think many company's IPR will be included in the final 3-g product and there will be a lot of winners . Just this year in the USA digital handsets outsold analog so I think it will take much longer than most think for these 3-g systems and handsets to replace what's on the market today.

The fixed WLL market has lagged way behind industry estimates because of economics so as economics get better the money might just well go into fixed while 3-g gets it's bells and whistles in order. With 70 % of the world never having made a telephone call the markets there .