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To: gdichaz who wrote (29145)	5/4/1999 2:17:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

Nok-Ericy> From the May 3, 1999 issue of Wireless Week 1Q: Nokia Hits, Ericsson Misses By Monica Alleven Nokia Corp. stunned, and Ericsson Inc. disappointed. That pretty much sums up the first quarter for two of the industry's biggest vendors. Rounding out the big three handset makers, Motorola Inc., often a bellwether for other vendors, earlier reported better-than-expected results for its first quarter. Yet the differences appeared most prevalent between Finnish rival Nokia and Swedish manufacturer Ericsson, both of which reported results April 22. At Nokia, net income was up 50 percent. Ericsson's first-quarter net income was down about 50 percent. Analysts raised estimates for Nokia and lowered them for Ericsson. The biggest disparity showed up in handsets, where, analysts say, Nokia produces the ergonomically attractive combination that consumers just plain like. Ericsson, however, clings to old standbys without properly segmenting products to reach the growing mix of wireless consumers. Whatever the problem, Nokia's year-over-year price declines have been far lower than Ericsson's price declines, analysts said. "Essentially, the only way Ericsson is selling phones right now is on price," said Brian Modoff, analyst at BT Alex. Brown Inc. in San Francisco. Predictably, Ericsson, which is in the midst of a major restructuring, does plan to improve its place in the handset arena. CEO Sven-Christer Nilsson was quoted in recent news reports saying Ericsson intends to become the No. 1 or No. 2 worldwide handset supplier, but it will take some time and likely won't happen in the next eight months. To freshen the lineup, Ericsson will start shipping at least three new phones within the next three months. One of the most widely anticipated models is the T-28, a futuristic and feature-rich global system for mobile communications phone; it starts shipping in July. The T-18 ships this month, and the A-1018 will go out in June. While Ericsson looks for better sales in the second quarter, one area where both Nokia and Ericsson both appear lackluster is code division multiple access handsets, where Motorola is making inroads. Nokia sells a single-band 1900 MHz CDMA phone and a dual-mode 800 MHz model, but it plans to expand its lineup, a spokeswoman said. Sprint PCS likely will start selling a tri-mode Nokia version this month, and more CDMA versions will ship before the end of the year. Ericsson, which settled patent disputes with CDMA pioneer Qualcomm Inc., will start selling its first CDMA model early next year. On the plus side for Ericsson, the company reported a 47 percent increase in mobile system sales vs. Nokia's 25 percent increase in system sales. Some observers said the difference might be attributed to industry "lumpiness," meaning several large contracts happened to fall in one quarter for Ericsson, but the sales show Ericsson remains a strong force in infrastructure. Ericsson's results were not a total surprise to Wall Street analysts, who heard hints from the company that the first quarter might disappoint. Credit Suisse First Boston analysts lowered their Ericsson estimates to reflect restructuring and dilution related to a spate of acquisitions by Ericsson but reiterated a "strong buy" recommendation. Turnaround is only months away, and economic recovery in Asia and Latin America is likely later this year, the analysts said. Ericsson management expects that, in spite of what could be a strong second half of 1999, income per share will be lower than last year.

To: gdichaz who wrote (29145)	5/4/1999 2:42:00 PM
From: Ramus	Respond to of 152472

Hi Chaz, Good docs to read can be found at cdg.org. Click on "3G Pavilion"... then click on "Evolution" or "Detailed Info" and read the articles you find there. A wealth of information awaits you. I couldn't say it any better than what's written there.... but if you have any questions??? Walt

To: gdichaz who wrote (29145)	5/4/1999 2:58:00 PM
From: engineer	Read Replies (1) \| Respond to of 152472

Let me respond..... IS-95 is a data channel in itself, running at 14.4k baud over the voice channel. The first service which is part if IS-95 is to take the over the air IS-95 data packets and use them directly as IP packets, thus giving you a packet based network at 14.4k using the regular voice channel. To the carrier, this means that the data is directed from the vocoder making voice to an IP router making internet packets. Not very hard to do technically.... Another service has been demostrated in which there is a slightly differnt coding scheme used called High Data Rate (HDR) in which instead of having 64 users possible (64 Walsh codes), they bundle all the codes together and them timeshare the channel while using all the codes. This allows a basic data rate of about 2.4 Mbps, or actual over the air use of around 1.5 Mbps. When multiple users start using burst modes over the air, then each user can get a burst rate of 1.5 Mbps, or if alot are using it, the system algorithm limits it to a low rate of 38k bps, but lots of users. This system can sit right next to the IS-95 system in frequency space. The hardware on the radio portion is so close tot he IS-95 that it uses almost all the same components. Thus a carrier can add an HDR channel into it's existing system for a lower cost than other wireless acccess schemes. Go to go, but hope this helps.