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

To: Ruffian who wrote (12757)	6/21/2000 4:15:00 PM
From: nbfm	Read Replies (1) \| Respond to of 13582

One can try to make lemonada from lemons, but someone please lay out a scenerio how the brazil news is not a BIG negative for Q. I am one of the old, old long Q holders. From my perspective, the remaining 2G buildouts seem to be going GSM. What I can't really understand is this: if CDMA (2G) is so good, so cheap, so advantageous, so easy to upgrade to CDMA2000, and offers backwards compatibility, and is able to get 3G rates sooner then any GSM upgrade; why, why, why, are GSM 2G networks being built from scratch (as opposed to expanding existing networks). (Telling one to wait for 3G revenues and earnings to drive Q reminds me of 1993, waiting for the first systems to be built and deployed. One thing I learned from that period is that deployement is never as fast as its supposed to be.)

To: Ruffian who wrote (12757)	6/21/2000 4:42:00 PM
From: The Reaper	Respond to of 13582

<Anatel expects the auction process to start in August, with licenses to be awarded in December.> I hope they plan to start upgrading to 3G systems as soon as they buildout the GSM networks. 2001 brings the introduction of 1X/HDR along the CDMA migration path. The GSM operators are going to feel stupid when they build it and no one comes. kirby

To: Ruffian who wrote (12757)	6/22/2000 12:43:00 PM
From: Dennis Roth	Read Replies (1) \| Respond to of 13582

Brazil PCS telecom decision based on 3G, more competition e-topics.com [Bridge Information Systems, Inc.] Bridge Information Systems, Inc. via NewsEdge Corporation : Sao Paulo--June 21--Brazil's decision Wednesday to adopt the 1,800 MHz frequency for its PCS telecom system was made in order to preserve the 1,900 MHz frequency for third generation mobile (3G) technology, telecom regulator Anatel President Renato Guerreiro said. He also said that the choice of frequency, and therefore the introduction of GSM networks, would attract new hardware operators. The decision came as a surprise to the market, which had assumed Anatel would choose the 1,900 MHz frequency. Guerreiro said that his vote had been cast in favor of 1,900 MHz, but that the other four Anatel counselors had voted in favor of 1,800 MHz. This, however, did not imply a split within the regulator. "From here on out there'll be no more discussion of this: Anatel is entirely behind this decision," said Guerreiro. Anatel's decision took stock of short- and medium-term factors, said Guerreiro. In the short term, the agency's preoccupation was with stimulating the arrival of as many new hardware companies as possible. CDMA/TDMA technology, compatible with the 1,900 MHz frequency, is only produced by a limited number of companies, such as Ericsson, Nortel and Lucent. However, since GSM handsets and networks are made by all hardware companies, groups such as Siemens, Nokia and Alcatel, which do not have a significant presence in the country, lik ely will make heavy investments in Brazil. Guerreiro said the agency's decision "took account of public opinion." There had been considerable political pressure in favor of the 1,800 MHz frequency because of the belief that it would generate a greater number of jobs than if 1,900 MHz were chosen. In the medium term, Anatel had its sights set on the introduction of third-generation mobile technology. In effect, PCS is simply a warm up act in preparation for third-generation phones, which will offer the full range of data and image-based Internet services on mobile phones. By choosing the 1,800 MHz frequency, Anatel has left 1,900 MHz open for use with third-generation technology. Anatel said that this decision would allow Brazil to adopt third-generation technology within two to three years. Analysts had believed the decision would go the other way after the International Telecommunications Union (ITU) designated 1,800 MHz as an alternate frequency for 3G systems. For many, this had removed the main obstacle blocking the choice of 1,900 Mhz. Guerreiro said that bidding guidelines would be announced in August, and said the licenses should be awarded in December. The watchdog has yet to decide on the number of regions, or which geographical areas they will cover, although an announcement should be made within the next two weeks, Guerreiro said. End [Begin BridgeLinks] David Warwick, BridgeNews, Tel: 55 11 3171 1403 Send comments to emerg@bridge.com ========================== I believe Korean PCS operators Hansol PCS, Korea Telecom Freetel, and LG Telecom use 1800 Mhz, I'm still looking for a source that can be linked to that confirms that. If true then 1800 Mhz is not the slam dunk for GSM that some would have you believe. Perhaps the Brazilians just want to keep up with the latest developments in Korea and get a little Korean investment.<g> We will have to see what kind of systems the winners of the C band licenses ask the vendors for. - DPR