Replies to post #43306 on Zeev's Turnips Patch-No Politics (ZEEV)

[jazzcat2002]

All upgrades absolutely will involve QCOM because of their CDMA patents, regardless of the version. The article is dated. If you or anyone else is really interested in getting a specific question answered I suggest you check out SI Coming into Buy Range or the Moderated Thread. Sorry I can't link. There is so much FUD and spin on these issues. I am not technically qualified to address tech specifics although I've read virtually every QCOM thread almost daily since June 1999.

[mjk]

Seems to me the most important thing he fails to mention that there is still not a working W-CDMA network, the best thing is NTT's FOMA service and KDDI has signed up more 1X subscribers this quarter than NTT has in a year. He focuses a lot on the niche bluetooth market. It's great to have bluetooth if you want it but ultimately the high-speed connection to the wireless network is through the phone's air-interface...and GSM/GPRS do not get you much in the way of speed or system capacity. I'd rather have a 1X phone cabled to a laptop than a GPRS phone with bluetooth "talking" to the laptop. 802.11 and bluetooth are still possibilities in the U.S., but is their absence really holding back 1X growth? Korea, Japan, and now China will prove that bluetooth is a niche market and is not important for wireless growth.

[sama]

jdaasoc, <<article seems to think cdma will always behind the eight ball relative to grps and WCDMA>>

WCDMA is CDMA. And all WCDMA device manufacturers (nok, ericd,ntt,siemens,samsung,mot etc..) have signed royalty contracts with qcom to be able to use qcom's patents in their device designs. The royalty costs are not huge; 5% of the wholesale price of the device. It becames payable at the time of shipment from a factory to theh retailer. Any device maker can also use a qcom manufacturer chipset (referred to as ASIC) in their devices, in which case qualcomm also makes the revenue from the chipset. At the moment there are no real competitors to qcom on cdma2000 chipsets (mot gave up and became a qcom customer 3 months ago. The jump in qcom's revcenue this quarter is mostly attributable to this). And nowhere in the world is there a successful WCDMA network. In Japan, docomo has a failing wcdma network, and it uses the Global Positioning System to synchronize the handset and the towers. Synchronizatin is essential for handoffs. WCDMA is referred to as the 'asynchronous mode' of CDMA by design. That's how the Europeans want to make it. But it does not work.. You cannot do a handoff. then it's not a mobile network you see. They don't want to use GPS, and they can't make their network work. So, a window of opportunity opens up for qcom to fill in with their own cdma2000 which works. That's the lay of the land in a nutshell. An important news in their cc last night was they signed a MOU with one of the 'top five' operators in the world to sue phones made with qcom's GSM/CDMA2000 dual mode chips.