雷曼兄弟的CDMA2000投资分析(pdf 31)

Introduction: Investigating CDMA 1XEV-DO
• Today’s call examines the development of the CDMA2000 1XEV-DO
high speed mobile data market
– Continues our investigation of mobile wireless data markets
– Follows our recent call on the development of the WLAN market
• CDMA 1XEV-DO appears poised to become an important new
technology for the CDMA community
– Carriers include Verizon Wireless and SK Telecom
– CDMA vendor includes QUALCOMM, Lucent, Nortel, Motorola and Ericsson
• CDMA 1XEV-DO is developing traction in Korea, Japan, the U.S. and
Latin America and is enabling a broad range of exciting new multimedia
applications and services
• Featured speaker Randy Battat is President & CEO of Airvana, a highprofile
start-up driving the development of this market
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