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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Don Mosher who wrote (29501)8/7/2000 8:55:22 PM
From: gdichaz  Read Replies (1) of 54805
 
Don: Re: the wireless gorilla:

(Mike claims Qualcomm is only a CDMA gorilla and of course I respect his judgement - but that is temporary IMO - bring on the data wireless / internet/intranet tornado next year and onward)

Would appreciate your comments.

Title: New Datacomm Research Report: CDMA Will Unleash the Internet Next Generation Wireless Devices Will Number More Than 500 Million by 2005

Summary: CHESTERFIELD, Mo., Aug 7, 2000 /PRNewswire via COMTEX/ -- CDMA-based wireless services will enable hundreds of millions of people to access multimedia content anytime, anywhere. That is one of the conclusions of the new 248-page study, "Global CDMA Business Opportunities," released today by Datacomm Research Company.

Source: PR Newswire
Date: 08/07/2000 09:01
Price: Free
Document Size: Short (1 or 2 pages)
Document ID: FB20000807390000115
Subject(s): PRN; Advertising; Asia; Business; Commercial; Ecommerce; Executive; Forecasts; Internet; Japan; Market; Media; Missouri; Money; Multimedia; Music; North America; Online; Prices; Products; Profit; Research; Security; Standards; Technology; Web; Wireless

Document Type: Press releases

New Datacomm Research Report: CDMA Will Unleash the Internet Next Generation Wireless Devices Will Number More Than 500 Million by 2005

Story Filed: Monday, August 07, 2000 9:01 AM EST

CHESTERFIELD, Mo., Aug 7, 2000 /PRNewswire via COMTEX/ -- CDMA-based wireless services will enable hundreds of millions of people to access multimedia content anytime, anywhere. That is one of the conclusions of the new 248-page study, "Global CDMA Business Opportunities," released today by Datacomm Research Company.

"The wireless Internet market will explode once operators begin delivering streaming media at reasonable prices. Our research shows that CDMA-based air interfaces will get there first," said Ira Brodsky, President of Datacomm Research and principal author of the report. "The ten million people in Japan accessing the Internet from wireless phones today represent just one drop in a sea of potential users."

The report describes many of the new products, services, and business models enabled by CDMA. New consumer products will include Internet radios that download music on-demand, wireless cameras that print to the Web, personal navigators providing turn-by-turn driving directions, and electronic wallets offering the convenience of cash with guaranteed security and privacy. The report also examines how Internet-based business models will transform the mobile telephone industry.

"Global CDMA Business Opportunities" includes an Executive Summary presenting market forecasts for North America, Asia/Oceania, Latin America, Europe, and the Rest of the World. The Enabling Technologies section analyzes and compares different flavors of CDMA, competing wireless data solutions, and related technologies. The Business Opportunities section discusses dozens of new applications and business models. The Markets section discusses CDMA status and plans in more than 45 countries. Over 55 manufacturers and operators are featured in the Vendor Profiles section, including Qualcomm, Ericsson, Samsung, Nokia, Lucent, Motorola, KDDI, Sprint PCS, and many more.

Datacomm Research Company is a leader in tracking, analyzing, and forecasting emerging telecommunication markets. Other Datacomm reports include "Wireless Web Wonders," "Portals to Profit," "Bandwidth Bonanza," and "Satellites in Cyberspace."

"Global CDMA Business Opportunities" is available for immediate delivery and sells for $1,795.00 (printed or electronic version; $1,995.00 for both versions). Orders may be faxed to 314-514-9793, phoned to 314-514-9750, or mailed to Datacomm Research Company, 14318 Millbriar Circle, Chesterfield, Missouri 63017. The report may also be ordered online from the firm's (secure) Web site at www.datacommresearch.com . Visa, Mastercard, and American Express accepted.

Additional conclusions found in "Global CDMA Business Opportunities:"

-- CDMA is operators' near-unanimous choice for third-generation wireless
services, because it is the only air interface that can satisfy both
tomorrow's voice and data requirements. Despite competing flavors,
cdma2000 and W-CDMA, harmonized standards and multi-mode handsets
promise to expand roaming and boost economies of scale.

-- Wireless Internet success depends on three new services: Mobilization,
Personalization, and Localization. Mobilization makes existing
Internet and enterprise applications available to users on the go.
Personalization gives users the features and content they want
regardless of where they are or what type of device they are using.
And Localization provides mobile users with information and services
specific to their current location.

-- Qualcomm's High Data Rate (HDR) technology will give cable modem and
DSL services a run for their money. HDR offers unprecedented Internet
portability (access from different locations) and mobility (access
while en route). HDR delivers a new level of "always on" performance
because, unlike fixed solutions, it is "always there." And HDR will
enable ISPs to offer high-speed access in locations not served by
cable modems or DSL.

-- cdma2000 has major advantages over W-CDMA. cdma2000 will deliver full
IMT-2000 capabilities (speeds up to 2 Mb/s) in one-third as much
spectrum. Commercial cdma2000 service will be introduced first --
most likely early 2001. And cdma2000 is backward compatible with the
cdmaOne technology already used by nearly 70 million subscribers.

-- W-CDMA, the preferred solution in markets dominated by GSM, will also
be successful. W-CDMA will be first deployed in new spectrum
allocated for 3G services; then it will slowly replace GSM and U.S.
TDMA in existing spectrum. However, W-CDMA is likely to take longer
to develop and commercialize than proponents claim.

-- CDMA will enable new wireless business models. Greater network
capacity means less reliance on usage-based pricing and more use of
advertising-subsidized and e-commerce-based models. CDMA's robust
data performance leads the way to a plethora of enhanced services.

SOURCE Datacomm Research Company

CONTACT: Ira Brodsky of Datacomm Research Company, 314-514-9750, or
e-mail, ibrodsky@datacommresearch.com

URL:
datacommresearch.com

prnewswire.com
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