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Technology Stocks : The New Qualcomm - a S&P500 company -- Ignore unavailable to you. Want to Upgrade?


To: DaveMG who wrote (1984)9/29/1999 10:08:00 AM
From: CDMQ  Respond to of 13582
 
SMOKIN'

Phone sales up thanks to Qualcomm

By Mike Drummond
STAFF WRITER

September 29, 1999

The world is not only going digital, it's using Qualcomm's technology as the vehicle to
get there.

Although the San Diego company lost market share in domestic mobile phone sales
during the second quarter this year, overall sales of wireless phones from other
manufacturers using Qualcomm's technology swelled to record numbers.

San Jose-based research firm Dataquest said yesterday that nearly half of the 10.3
million mobile phones sold in the United States from April to June used Qualcomm's
patented "code division multiple access" technology, or CDMA.

CDMA converts voice signals into data packets of 1s and 0s, assigns them a numerical
identifier, ships them and decodes the packets back to voice. Qualcomm licenses the
technology to many other manufacturers, including Nokia -- No. 1 in sales during the
quarter -- and Motorola, which edged past Qualcomm to become the nation's No. 2
mobile phone seller.

Qualcomm slipped to No. 3 with 12.2 percent market share, down from 14.8 percent in
the first quarter, when the company displaced Swedish rival Ericsson.

Ericsson, which slid to No. 5 with 10.2 percent market share in the last quarter, does not
currently offer a CDMA product. But the company is ramping up production after
acquiring Qualcomm's once-ailing network-infrastructure division earlier this year.

For the first time, according to Dataquest, sales of CDMA-based phones eclipsed those
using a rival technology known as time division multiple access, or TDMA, a system
used by AT&T.

CDMA technology represented 47 percent of U.S. sales in the second quarter; TDMA
fell to 39 percent from 46 percent during 1998.

The growth of digital handset sales in general, and in CDMA-based phones
specifically, has put Qualcomm's technology in position to become the Microsoft
Windows of the mobile phone world, said Dataquest senior analyst Bryan Prohm.

The irony, of course, is that while phone sales represent an estimated third of
Qualcomm's total revenues, according to some analysts, the company wants to sell the
business unit that makes phones, because it is unable to produce handsets as fast and
as cheap as competitors.

Prohm mentioned Motorola among the usual list of suspects that may be interested in
the division. For some, that would be deja vu all over again.

Motorola and Qualcomm are embroiled in a heated lawsuit over who owns patent rights
to aspects of CDMA. Similarly, Qualcomm and Ericsson were fighting over CDMA
patents when the two announced the sale of the San Diego company's infrastructure
division in March as part of a sweeping settlement.

"I wouldn't be surprised if they (Qualcomm) spring that on us," Prohm said of a possible
sale to Motorola.

Qualcomm's stock jumped 11 percent Sept. 14, when the company formally announced it
wanted to sell its handset division. The stock closed slightly up yesterday at
$193.621/2.

Qualcomm officials were not available for comment on this story.

Raj Srikanth, an analyst with First Albany Corp., said Qualcomm must continue to hold
ground in the battle for market share if it wants to make its handset division as attractive
as possible for a potential buyer.

But he said Qualcomm's slip in market share in the second quarter "shouldn't ring any
alarm bells," and predicted that Qualcomm will hold its own at least in the crucial short
term.

"At the end of the day, it will be Nokia, Motorola and Qualcomm," he said.

In a separate development, Qualcomm chief executive Irwin Jacobs said the company
plans to ask shareholders to approve issuing an undisclosed number of additional
shares at its annual meeting in February.

Copyright 1999 Union-Tribune Publishing Co.



To: DaveMG who wrote (1984)9/29/1999 11:13:00 AM
From: jackmore  Read Replies (1) | Respond to of 13582
 
Thread,

Anybody know the Q's role in bluetooth? Are they currently active in SIG? Any products on the horizon? TIA, jack

ARM Collaborates with Ericsson on Bluetooth

CAMBRIDGE, England and STOCKHOLM, Sweden, Sept. 28 /PRNewswire/ -- ARM (Nasdaq: ARMHY) (London: ARM) and Ericsson (Nasdaq: ERICY) today announced the companies are collaborating on Bluetooth(TM) technology to facilitate the rapid development and early deployment of Bluetooth-compliant products. Building on Ericsson's industry-leading advancements in Bluetooth technology, the two companies are introducing the industry's first family of ARM Powered(R) Ericsson Bluetooth cores and firmware which will be available for licensing by OEMs and silicon vendors.

The new Bluetooth solutions will be optimized for a range of power/performance requirements, enabling advanced system-on-chip (SoC) designs for a variety of digital consumer applications. ARM and Ericsson will conduct joint product development activities, enabling ARM to capitalize on Ericsson's industry-leading Bluetooth technology, and Ericsson to benefit from ARM's proven history of re-useable IP development. This collaboration will ensure the family of Bluetooth-compliant solutions is fully re-usable by OEMs and silicon vendors, accelerating the incorporation of the cores into SoC devices and reducing time-to-market for products such as smartphones, televisions, digital cameras, PDAs, printers and PCs.

"We have designed and implemented several ARM7TDMI(TM) core-based controllers which have been successfully incorporated into a variety of products including Ericsson mobile phones," said Orjan Johansson, director and general manager of Ericsson's Bluetooth Product Unit. "It is now key to the success of Bluetooth that we enable silicon vendors and as many OEMs as possible to develop and produce compliant products. ARM's acceptance as a de facto embedded processor standard will help us to offer value to a wide market through a new generation of Bluetooth-enabled consumer electronics devices."

"This agreement builds upon the strengths of both companies, combining ARM's expertise in re-usable designs with Ericsson's proven technology to enable rapid deployment of Bluetooth solutions in consumer markets," said Pete Magowan, vice president of Europe, ARM. "ARM works in partnership with a variety of OEM and silicon partners who will help drive acceptance of the ARM architecture as the 'platform of choice' in Bluetooth-based mobile communications, portable computing, networking and embedded applications."

ARM and Ericsson will also co-develop complete software support, providing full compatibility to leading EDA tools through prototyping, interoperability testing and system-level verification. Prototype silicon of the initial Ericsson Bluetooth core is available now. All products will be available for licensing from the Ericsson Bluetooth Product Unit. Delivery support, training and maintenance will be provided by ARM. About Bluetooth(TM)

The Bluetooth technology is set to revolutionize the personal connectivity market by providing freedom from wired connections. It is a specification for a small form-factor, low-cost radio solution providing links between mobile computers, mobile phones and other portable handheld devices and connectivity to the Internet. The Bluetooth Special Interest Group (SIG), consisting of leaders in the telecommunications and computing industries, is driving development of the technology and bringing it to market. The group includes founding members Ericsson, IBM, Intel, Nokia and Toshiba, and more than 1,000 other companies. About Ericsson

Ericsson is the leading provider in the new telecoms world, with communications solutions that combine telecom and datacoms technologies with freedom of mobility for the user. With more than 100,000 employees in 140 countries, Ericsson simplifies communications for its customers network operators, service providers, enterprises and consumers -- the world over. Additional information about Ericsson and Bluetooth is available on the World Wide Web at: bluetooth.ericsson.se About ARM

ARM, a leading intellectual property (IP) provider, licenses high-performance, low-cost, power-efficient RISC processors, peripherals, and system-chip designs to leading international electronics companies. ARM also provides comprehensive support required in developing a complete system. ARM's microprocessor cores are rapidly becoming the volume RISC standard in such markets as portable communications, hand-held computing, multimedia and embedded solutions. ARM serves its growing partnership base from offices in Cambridge and Maidenhead, UK; Los Gatos, Calif.; Austin, Texas; Seattle, Wash.; Boston, Mass., USA; Paris, France; Munich, Germany; Tokyo, Japan and Seoul, Korea. More information on ARM is available at arm.com

Bluetooth is a registered trademark by Telefonaktiebolaget LM Ericsson. ARM, ARM Powered, Thumb and StrongARM are registered trademarks of ARM Limited. ARM7 is a trademark of ARM Limited. All other brands or product names are the property of their respective holders. "ARM" is used to represent ARM Holdings plc; its operating company ARM Limited; and the regional subsidiaries ARM, INC.; ARM KK; ARM Korea Ltd.

/CONTACT: Julie Seymour, editorial, +1-408-579-2234, or julie.seymour@arm.com, or Angela Au, investors, +44-1223-400416, or angela.au@arm.com, or George Milne, sales, +44-1223-400577, or george.milne@arm.com, all of ARM; or Peter Bodor, editorial, +46-8-404-2423, or +46-70-328-2423, or peter.bodor@ecs.ericsson.se, or Jan Ahrenbring, investors, +46-8-764-1460, or +46-70-590-9900, or jan.ahrenbring@ecs.ericsson.se, or Per Svensson, sales, +46-46-19-3397, or +46-70-590-1873, or per.svensson@ecs.ericsson.se, all of Ericsson/

¸ Copyright 1999, The Nasdaq Stock Market, Inc. All Rights Reserved



To: DaveMG who wrote (1984)9/29/1999 11:42:00 AM
From: gdichaz  Respond to of 13582
 
DaveMG: "Consumers will only pay premium for custom data". To give the Yankee Group the benefit of the doubt, perhaps the wrong questions were asked.

There is every indication that a wireless connection to the internet (data in other words) is the killer app in wireless. Nonsense therefore jumps up a the initial response to this story. Misleading or off the mark is a kinder reponse.

The wireless/internet nexus is the future.

Perhaps that connection does not involve "data" for the Yankee Group.

Chaz