Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Maurice Winn who wrote (51244)	11/20/1999 10:23:00 PM
From: Ruffian	Read Replies (1) \| Respond to of 152472

November 17, 1999 -- Dataquest's second quarter 1999 review of the U.S. mobile handset market illuminates several significant developments that are transforming the current industry landscape. First and foremost, the increasing pace of the digitalization of the U.S. subscriber base is becoming more evident. Digital subscribers comprised more than 35 percent of the installed base at the end of the second quarter, while digital handsets accounted for almost 78 percent of the quarter's sales to end users. The most important highlight within the digital space this quarter continues to be the tremendous growth of code-division multiple access (CDMA IS-95). CDMA is now not merely the top-selling handset in the U.S. market, it is actually increasing the distance between itself and its competitors (see Table 1). Moreover, CDMA subscribers are positioned to surpass TDMA subscribers to become the largest digital subscriber segment of the U.S. market before the end of the year. Table 1 U.S. Digital Mobile Handset Market by Technology Technology 1998 Share (%) Q1/99 Share (%) Q2/99 Share (%) CDMA 38.0 45.7 47.0 TDMA 46.1 39.9 38.7 GSM 15.9 14.5 14.3 Total 100.0 100 100.0

To: Maurice Winn who wrote (51244)	11/20/1999 10:45:00 PM
From: Kent Rattey	Respond to of 152472

Nokia Inks GPRS Deals 11/19/99 The move to third-generation (3G) services will definitely be an evolution path. Many operators will first move to 2.5G services, such as GPRS and EDGE, before making their final leap into the 3G arena. Nokia Corp. is one company leading the charge in the 2.5G arena. Through two General Packet Radio Service (GPRS) agreements today, the Helsinki, Finland-based wireless systems and equipment developer has expended its work and presence in the 2.5G arena. In the first announcement, Nokia has signed a $150 million agreement with SMART, a GSM network provider. Under this agreement, Nokia will a GPRS core network solution and expand SMART's dual-band GSM network. The agreement also includes delivery of Nokia's Wireless Application Protocol (WAP) platform to Smart. The expansion includes Nokia's mobile switching centers (MSC), home location registers (HLRs), short message service centers, base stations, and a range of customer services. Additionally, Nokia will deliver its Internet protocol (IP) core network infrastructure, including the Nokia serving GPRS support node (SGSN), the Nokia gateway GPRS support node (GGSN), and the Nokia charging gateway. Second pact In its second release, Nokia also announced a GPRS agreement with another Philippine mobile phone operator. Specifically, Nokia has signed a $30 million agreement with Globe Telecom, a GSM service provider. Under the agreement, Nokia will supply Globe Telecom with a GPRS core network solution and will expand Globe's current GSM-based Handyphone service. Nokia will expand Globe Telecom's GSM services with MSCs, HLRs, short-message service centers, base stations, and transmission systems. Nokia will also deliver its IP core network infrastructure, including the Nokia SGSN, the Nokia GGSN, and the Nokia charging gateway. Edited by Robert Keenan

To: Maurice Winn who wrote (51244)	11/20/1999 11:16:00 PM
From: Eric L	Read Replies (2) \| Respond to of 152472

Mq, << Sticking with Q! >> Me too of course. << The USA is a real hodge podge, but that is rapidly being resolved in favour of cdmaOne. GSM is making little headway. TDMA is in trouble too. Analogue will be ruined in 2000 in the USA, [the process is already well underway] >> A "hodge podge" it is, but that is NOT BEING rapidly being resolved in favour of cdmaOne (which is doing GREAT). GSM is making lots of headway because of the C block reauction which achieved a national footprint for GSM who already had strong roaming and data initiatives in place, and Hutchinson money flowing in. << TDMA is in trouble too >> This is the real kicker. 12 months ago I would have agreed with you. However, ATT/BT will kick the shit out of any network in the world by 2002 for voice and data services. Can't believe I'm saying that but just watch. Cellnet's data initiatives happen to be the most advanced in the world and as you know CDMA is just learning to spell DATA,. << Analogue will be ruined in 2000 in the USA, [the process is already well underway] >> On that we somewhat agree or are hopeful about. Please substitite 2002. my carrier BAM (first CDMA buildout in US) has only 14% digital penetration(Shameful). 'T' will have a lot to do with the analog to digital conversion as they do their EDGE overhaul. - Eric -