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To: tero kuittinen who wrote (3390)	1/23/2000 4:22:00 PM
From: slacker711	Read Replies (1) \| Respond to of 34857

It's not the data transfer speed alone that determines what impact a new mobile data technology has on the future profits of manufacturers. I know you hate when I do this Tero....but I agree with you <g>. The success of i-mode by a bandwidth constrained operator (NTT) has led me to the obvious conclusion that content will drive sub growth as much as bandwidth. I think that mobile market will divide into two distinct groups. 1) The laptop/large PDA market will demand high bandwidth services since they will be able to access web pages in the original HTML. It's likely that business users will begin to drive the expansion of this market. The question will be how much do services like this cost? If HDR works as advertised....this market will take off and really push GSM operators to upgrade their bandwidth (eg 3G). 2) The traditional cell phone/small PDA's will need some sort of translation to allow a more user-friendly formatting. WAP seems to be the most likely winner....but these types of services dont need a lot of bandwidth. Unless a handset manufacturer thinks up a way to present HTML pages in a small display, I'm not sure how much bandwidth we will need. The other possability is if video phone calls take off....but I dont know how likely this will be to happen. I think one of the key things to watch over the next year or so is how well CDMA providers start to utilize data offerings. Sprint PCS has a good start but they need to expand the offerings that are available and start bringing down the price of web surfing on a laptop. Also the Korean/Japan launches of 64kpbs need to be supplemented by content offerings which will push sub growth.... Slacker

To: tero kuittinen who wrote (3390)	1/24/2000 12:56:00 AM
From: Bux	Respond to of 34857

That's why more than 50 mobile operators are implementing GPRS into GSM networks - compared to the CDMA mobile data market where Qualcomm is getting Korean operators to implement its technology with a very old incentive. Cash. Incentive? You make it sound like a bribe! Last I checked QCOM had taken an equity stake in the company that stands to profit from high speed data. This shows that Qualcomm is willing to put their money where their mouth is. That is supposed to be a bad thing? Bux

To: tero kuittinen who wrote (3390)	1/24/2000 4:49:00 PM
From: Eric L	Read Replies (1) \| Respond to of 34857

Tero, << Let's look at Eric's favorite - BAM. Since over 80% of the subscribers of BAM are still using analog phones, it's pretty clear why BAM is lagging behind in mobile data technology. >> Since we have talked about this on several occasions I thought I would provide an update to your statistics by sharing this excerpt from BAM's recent quarterly report with you: >> The primary force behind BAM's strong 1999 growth was the company's popular digital wireless services. More than 70 percent of all new retail customers and nearly 40 percent of BAM's total base now subscribe to CDMA digital services, generating 72 percent of the company's busy-hour network usage. BAM continued its aggressive rollout of new digital voice and data service offerings, including: -- Web Access service, featuring Web-enabled digital wireless phones that allow customers to surf the Web. -- Share-A-Minutesm, which allows families and small businesses to share monthly access and local airtime minutes among multiple phones -- all on one bill. -- "Call Me" service, an option freeing wireless customers from paying for incoming calls received in their local service area. << Right now the Qualcomm 860 is the Smartphone with microbrowser available for BAM CDMA voice and data services. BAM also carries the Nokia 5180. In addition (from BAM's website): Right now, if you have a Qualcomm 800 or 820 digital cellular phone, or a Nokia 2180 digital cellular phone, we can offer you a data solution utilizing our Analog cellular network. The QUALCOMM Data on the Go PCMCIA Card (PC Card) is currently available from Bell Atlantic Mobile for the QUALCOMM 800 and 820 CDMA cellular phones. The Data on the Go card slides into the Type II PC slot in your laptop computer and connects to your cellular phone through a cellular connection cable. With this solution you can transmit files and faxes in AMPS (analog) mode, dial into your Internet Service Provider (ISP) to access the World Wide Web, or access your corporate intranet and e-mail. You can do the same with the Nokia 2180 digital cellular phone, using the 3COM/Megahertz XJ5560 PCMCIA Card. - Eric -