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Technology Stocks : Qualcomm Incorporated (QCOM)
QCOM 163.77-0.8%1:10 PM EST

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To: Jon Koplik who wrote (16280)10/10/1998 7:09:00 PM
From: Maurice Winn  Read Replies (3) of 152472
 
Motorola is buying cdmaOne from Pantech, a Qualcomm licencee. Motorola failed to produce their own cdmaOne ASIC. Nokia is struggling with their first cdmaOne handset using their own chip and handset design and has probably thrown in the towel and will go with the MSM3000. L M Ericsson is right in the crap. As described by Tero. They will soon capitulate on cdma somehow or other.

They are the main sponsor and food supplier at the "China 3rd Generation" "The 1st International Summit", 25-26 October 1998, The Great Wall Sheraton, Beijing, China. Titled "Successful Strategies in Planning your Migration Path to the Next Generation of Wireless Services - IMT-2000". "Specially designed for unprecedented Networking Opportunities with the Chinese Ministries, Operators & PTAs. "

"The China Institute of Communications [CIC] and IBC Asia Limited are pleased to announce the 1st International China 3rd Generation Mobile Systems Summit, which is officially endorsed and supported by China Telecom, Mobile Communications Bureau, Ministry of Post & Telecommunications."

"The timing and setting of this Summit is particularly strategic. Telecom executives around the world have announced that 3rd Generation Mobile Systems development is critical to the demand for mobile multimedia services in the near future. Whilst 1997 witnessed the various debates over the potential replacements and migration from 2G mobile systems, the debate on this issue is getting HOTTER in 1998 in anticipation of ITU's decision on the various proposals summitted [sic] for IMT-2000."

"This premier Summit will bring together leading telecommunications players from standardisation bodies in Asia Pacific, Europe and USA, operators and manufacturers to discuss the current status of 3G mobile systems, the market challenges faced by them, network architecture and migration paths from 2G to 3G, service offerings and 3G applications. This will be a valuable opportunity for anyone involved in providing mobile communications to meet and network with key players in both the Chinese and international telecommunications arena."

"We strongly encourage international suppliers and manufacturers of the next generation mobile communications systems to showcase their products and services through various sponsorship and exhibition opportunities available at this event. This is an excellent platform for business networking to the Chinese community which is the largest telecommunications market in Asia".

"CIC and IBC look forward to meeting you in Beijing this October for lively discussions on this very important subject matter.
Yours sincerely, Song Zhiyuan, President, China Institute of Communications [CIC] and Peter Rigby, Chief Executive Officer, IBC Group plc."

Qualcomm gets 20 minutes on day 2, from 10.40 am to 11 am in the Network Infrastructure and Architecture section. L M Ericsson features in the Spectrum and Licensing issues section, the Standardisation Issues section, Network Infrastructure and Architecture section, and is sponsoring a Chinese Banquet on day 1.

CDMA Development Group does get some time in the Standardisation Issues section.

Registration and Enquiries:
Email, Rochelle@ibcasia.com.sg
Tel 65 732 1970
or 65 835 5137

China and L M Ericsson are partners in extracting cdma2000 from Qualcomm. I'm sure L M Ericsson will have influenced China in their recent talk about stopping cdmaOne development and concentrating on GSM. That makes sense until this 3G business is further developed, but it all looks more like a negotiating stance than a technical and marketing decision.

It seems that L M Ericsson and China are doing a head fake with this 3G conference, stepping up to the platter to hit a few home runs. They hope. Ramsey or Jon, how about flaming Harvey for mentioning baseball [maybe it was football] more than once. Sneaking mention of the Qualcomm stadium in helps, but dodgy at best.

The 3G debate must be getting near completion. cdmaOne is growing like mad. The pressure is increasing. GSM must be starting to suffer from "We'll wait to see what 3G will be before we choose between cdmaOne and GSM" syndrome as new systems are considered. Just as China is squeezing cdmaOne in the same way.

Meanwhile, the USA Senate has ditched the extra visas for bright aliens to help out in the electronics industry. So Qualcomm will have to set up research centres in China, India etc - maybe a regional centre somewhere like Bangalore. Which is an okay place. I suspect that's a better solution anyway, instead of all crowding into San Diego.

And Marginmike, I'm glad to see you apologized, because we want competitor information and ideas right here. I don't like going hunting remote threads for what competitors might get up to. Better to have them boasting about their best stuff right here. Jim Lurgio has been a great contributor for years now and some people tried to chase him away initially. Same for Tero. Where would we be without him keeping us up with Nokia's great successes?

Go the San Diego Super Chargers; hit them with a head fake and flyball over the baseline.

Mqurice
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