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

To: JGoren who wrote (5268)	1/16/2000 2:06:00 AM
From: brian h	Read Replies (3) \| Respond to of 13582

JGoren and all, How does one know if MOT's CDMA STARTAC phone working OK or not? Ask Pantech - the tiny Korean company that does it for MOT for $300 million a year. Where does this company get its CDMA chips? Do we know the answer? A hint. QQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQQ Pantech, Motorola Strategic Alliance Shows Results A Korean company is rapidly making waves in the crowded and competitive mobile phone market as a result of a strategic alliance with Motorola Corp of the US. Pantech Co, which originally made pagers, is now emerging as a darkhorse in the mobile phone market. Established in 1991, Pantech began as a manufacturer of pagers, today they are quickly becoming one of Korea's fastest growing mobile phone makers. The company is still better known as a pager maker rather than phone producer but this is set to change. Shin Dong Jin, director admits that so far Pantech is known as a producer of pagers. However, he said that the company is no longer just a pager company. "We will enhance our mobile phone business," said Shin. Based on its success in the paging business, Pantech moved into production of second generation cordless telephony (CT-2) handsets. In 1997, it licensed code division multiple access (CDMA) technology from Qualcomm of the US, to venture into production of more sophisticated mobile and personal communications system (PCS) phones. Motorola Enters the Scene The company's turning point came in 1998, when it made a strategic alliance with Motorola, who agreed to invest US$15 million for a 20% stake in Pantech. Motorola's equity participation is designed to secure a contract Korean supplier of mobile and PCS phones. Under the alliance agreement, Pantech will supply US$300 million worth of CDMA mobile phones and PCS handsets every year to Motorola, who will sell them in the global market, especially in China, under its own brand name. The contract volume is "surprisingly large" for a small Korean company, said Shin. The company's market share in the mobile phone market increased to 10% in 1999 from 5% in 1998. Shin believes that the alliance with Motorola has given Pantech a real chance to be a major player. Pantech plans to increase research and development (R&D) investment in global system for mobile communications (GSM) phones and International Moblie Telecommunications-2000 (IMT-2000). "R&D spending will be US$15 billion this year," said Shin. The company is hoping to unveil IMT-2000 phones early this year and will export them to the European market. (Jeong-Seop Park, Seoul, Nikkei Electronics Asia, Jan. 2000 Issue) Brian H.

To: JGoren who wrote (5268)	1/16/2000 1:12:00 PM
From: Kayaker	Read Replies (1) \| Respond to of 13582

Back in mid July the US appeals court ruled that Qcom should have received the discounted spectrum license from their 1992 application. In July 1999, the FCC was ordered "to take prompt action to identify a suitable spectrum and award Qualcomm the license for it." I don't remember seeing any further info on this. Anyone know the current status and what a likely outcome might be? If they were to get spectrum in a decent market, would it make sense to use it to trial 1xRTT and HDR? Part of the problem in determining a "fix" was the fact that all of the available licenses were gone. If the FCC takes back the Nextwave licenses, suitable spectrum becomes available?