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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (31902)	6/7/1999 7:12:00 PM
From: quidditch	Read Replies (1) \| Respond to of 152472

MOT and Point to Multi-point/Bosch: another version: Motorola & Cisco to Buy Bosch Assets in Wireless Push By Kate Norton at Bloomberg News 07 June 1999 Motorola Inc. and Cisco Systems Inc. said they'll buy part of Bosch Telecom Inc. for an undisclosed sum, accelerating their efforts to provide wireless technology that can carry voice, data and video at high speed. Motorola, the No. 2 mobile phone maker, and Cisco, the No. 1 networking equipment maker, are acquiring assets from Germany's Robert Bosch GmbH that specialize in a wireless technology known as LMDS, or local multipoint distribution services. The New York Times, citing executives close to the transaction, said the purchase is valued substantially less than $1 billion. The venture, which pairs Motorola's wireless technology with Cisco's expertise in building Internet networks, is aiming to gain a head start in the LMDS wireless services market, which is expected to grow to $2.3 billion in 2003, from $241 million in 1999, according Pioneer Consulting. "Strategically, this could be very significant for both companies and be worth hundreds of millions down the road," said Mona Eraiba, a Gruntal & Co. analyst, who rates Motorola "strong buy." The business will be part of a new venture, SpectraPoint Wireless, which will offer high-speed data and voice capabilities to companies using LMDS. Its appeal is its ability to bring phone calls into homes and offices, bypassing the so-called "last mile" of cable owned by local phone service providers. SpectraPoint Wireless will offer the first LMDS product authorized for commercial use in Canada and the U.S., building on a year-old partnership between Bosch and Cisco that has developed networks for LMDS license holders North American and Australia. Wireless networks use point-to-multipoint technology, allowing a single antenna to send and receive radio transmissions carrying voice, data and video information to and from numerous buildings. Small shoe box-shaped antennae placed on the side of buildings receive the signals, then route the data through phone wires already installed inside. Privately held Bosch, better known as a maker of car parts and appliances, sold the operations "because the expectations we had for the company so far haven't materialized," spokesman Helmut Krause said. He said the LMDS business employs about 160, a small fraction of the 18,000 employed by the company's telecommunications unit, which had sales of about 5 billion deutsche marks ($2.6 billion) last year. Bosch doesn't break down unit sales according to operations, Krause said. The SpectraPoint venture is the second wireless collaboration between Motorola and Cisco this year. In February, the two said they'd invest $1 billion to create an Internet technology standard that lets wireless networks carry voice, data and video services. "Motorola believes local exchange carriers must begin offering timely and cost-effective alternative solutions to meet the growing demand for broadband communication services," said Rickie Currens, corporate vice president and general manager, Motorola Ground Systems Division. Motorola fell 7/8 to 87 in early trading. Cisco fell 3/16 114 11/16. Copyright 1999, Bloomberg L.P. All Rights Reserved. Regards. Liacos_samui

To: quidditch who wrote (31902)	6/7/1999 8:17:00 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 152472

Convergence < a direct sequence (DS) mode for WCDMA, a multi-carrier (MC) mode for cdma2000 and a time division duplex (TDD) CDMA mode. All three will be handled by a single chip with a dual chip rate of 3.6864mcps and 3.84mcps. "The manufacturers agree it can be done and won't add to the cost," said Vinodrai. He said the proposal was supported by the thirty operators and 12 manufacturers which attended the OHG meeting in Toronto in April where it was formulated.> Crap! [To coin a phrase and speaking with not much knowledge about chips or software to run them]. A dual chip rate will NOT be done with no extra cost. Nor will the ASIC and software run as quickly. Simplicity is good and always more effective and efficient if there is no compromise on functionality. The battery will go flat faster. Unless that higher chip rate really does allow a higher data rate or some other meritorious function, it is just a sop to Ericy who will, I'm sure, promise the gold from their grandmother's teeth if it might get them some advantage. They are NOT interested in subscribers and service to end users. They are interested in trade protection, artificial barriers to entry and fragmenting the market to their advantage. Irwin Jacobs did not hold out for a single chip rate to make CDMA a bad thing. He had good reason for it. I trust him. I don't trust Ericsson's gaggle [or coil, or perhaps it is a 'slime'] of hagfish. Gregg Powers reckons fragmentation of 3G might be good for Qualcomm, but I'm still waiting for his defence of that proposition and answer to my objections to that thesis. The operators wouldn't have a clue whether the two chip rates will reduce effectiveness. Ericy is putting the GSM crowd up to it. Madame Li Mofang is falling for it - actually, is part of it and leading the big Chinese GSM contingent. Meanwhile, Ericy has been driving a multimedia truck around with 5 tonnes of electronics on the back to demonstrate how good their multimedia 3G system is. Yeah, right. Nokia and Ericy can't even make a cdmaOne ASIC of any use let alone a 3G one. Let's see them squash the truck into a pdQ. They'll need my graviton spin reversal system with some quantum collapsing to do it. Message 10010008 They will argue that it proves market demand. Well, duh! You don't say. People want Anita [TM] and the demand is self-evident. The problem is building the device and supplying it and the service at the right price. I've had a model in the basement for 3 years now and have proven market demand. Okay, their truck-sized model works a bit better than my actual size model, but neither is the real thing. These hagfish are like Milosevic and Hussein, they never seem to go away! They just ooze around, scavenging and bottom feeding on passersby. Mqurice PS I bet a lot of ex-Qualcomm employees are looking to leave Ericy CDMA infrastructure division before they get a hagfish attached to their leg. SurferM, there are also remote vibrators for collection - you put them in your pocket and when your phone goes, they vibrate. Allows for a smaller ThinPhone. Wear the vibrator on a necklace [or imaginative people could find all sorts of sensitive places] so that you feel it easily. On sheep and Free Trade, it's nice to know that Bill and the NZ/Aussie governments read the thread! Bill C won't mess up $$billions in CDMA sales for some Wyoming sheep farmer's trade protection racket.