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To: DaveMG who wrote (28335)	4/26/1999 8:36:00 AM
From: Jon Koplik	Read Replies (1) \| Respond to of 152472

A while back, one of us (here on the thread) (who actually knows electrical engineering stuff) did a close "dissection" of some subtle, internal details of W-CDMA. Upon close analysis, it looked like there was no "there" there, just a lot of press releases about "first, W-CDMA will do this, then ..." Could someone please remind me of the post number for this (incredibly important) post ? Jon.

To: DaveMG who wrote (28335)	4/26/1999 8:46:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 152472

To DaveMG: Your post to Mika is most interesting. A comment if I may. As both of you point out it is difficult to guess what is likely to happen overall with 3rd gen, let alone in the interim before its adoption. On AT&T itself, the major current move and therefore management's attention is to cable for video, data, and (by the way) phone. Two huge buys, one complete and one in process. This is the AT&T focus right now IMO. And a very intelligent focus it is, since my analysis of telecom equip has led me to wireless and fiber as areas of concentration. I emphasize both despite my long term comitment to the Q as a wireless powerhouse. My frustration has been in finding companies positioned at all like the Q in the fiber field. So far I think the JDS/Uniphase combination comes the closest but I have also dabbled in BRCM and TERN. Still think the equipment suppliers are a much stronger investment conceptually than operators - regardless of field. But also think ATHM is far in lead in cable due to its unique caching approach. So AT&T is "right on" there. Given AT&T's focus right now on cable/fiber, would not be surprised if AT&T defers decisions on CDMA and 3rd gen wireless temporarily at least. Chaz PS Also suggest anyone interested in broadband wireless do some DD one "wireless fiber" and look at NXLK, TGNT, and WCII specifically. Again operating companies so a step more dangerous than equip suppliers IMO, but worth a look even so.

To: DaveMG who wrote (28335)	4/26/1999 9:28:00 AM
From: Mika Kukkanen	Read Replies (2) \| Respond to of 152472

DMG: Yep, EDGE is actually 3G capable and it is argued that GSM operators will migrate to it...and this will provide the initial global roaming. Some manufacturers (guess who!) were promoting NA TDMA to migrate to EDGE then to WCDMA, but when it was tabled in T1P1 (?) it was never pushed or approved and that left the migration ending with EDGE/IS-136 HS. As far as I know, most of the extra performance is to do with the radio interface and a way to increase capacity (not just bandwidth, but also consumer capacity). Having said that, to get the most out of it (capacity) will also mean capacity (subscriber) constraints (a real conundrum). As for WCDMA and Qcom, it is everyone's opinion(I believe) that the deal with Ericsson includes royalties from WCDMA...so you guys win no matter who or what flavor of CDMA is supplied.