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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: Dennis Roth who wrote (36)	6/28/2000 12:16:00 AM
From: Dennis Roth	Respond to of 197217

SIEMENS TO INVEST $1.5 BLN IN ASIA BY 2003 andovernews.com >> First trials of TD-SCDMA systems with Chinese mobile network operators are scheduled to start early next year and commercial systems are expected to be available at the end of 2001.<< BEIJING, Jun 27, 2000 (AsiaPulse via COMTEX) -- Germany's Siemens will invest US$1.5 billion in Asia by 2003, in a bid to exploit the largest potential market for mobile business solutions. Mobile business is based on the integration of electronic business, mobile communications and IP-based networks. The investment plan was announced here on June 27 by Rudi Lamprecht, president of Siemens Information and Communication Mobile Group. This will be the largest investment of its kind by Siemens in Asia. The investment will be used in marketing, research and development and production facilities in information and mobile communication areas. Of the total, $1 billion will be spent in China, which is regarded as Asia's biggest market for mobile business solutions in the future. Siemens and the Chinese Academy of Telecommunications Technology have jointly developing a new standard for third generation mobile networks, TD-SCDMA. First trials of TD-SCDMA systems with Chinese mobile network operators are scheduled to start early next year and commercial systems are expected to be available at the end of 2001. Siemens recently signed a memorandum of understanding with China Unicom, the second largest GSM network operator in China. The partnership foresees close cooperation in the fields of GSM and intelligent networks as well as in new technologies such as WAP, GPRS and 3G. Siemens has already forged regional partnerships with application developers and content providers such as China.com and Shanghai Online in order to deepen its penetration into the Asian market. The huge investment is expected to help Siemens to increase its market share in all mobile technologies in Asia to 15% by 2002, from the current 8%. This will make it possible for the company to reach its goal to become one of the three largest suppliers of mobile telecommunication solutions in Asia in the coming two to three years. (XIC) (C) 2000 Asia Pulse Pte Ltd

To: Dennis Roth who wrote (36)	6/28/2000 4:24:00 AM
From: gdichaz	Read Replies (1) \| Respond to of 197217

Dennis: Re: TD-SCDMA in China and the world. The Siemens / MII combination may well be dangerous to Qualcomm's potential in China. But like all such, it may not. We simply don't know. In any event, Qualcomm has stated explicitly that TD-SCDMA requires the Q's IPR. TD-SCDMA may be a bargaining chip. Unlike other observers, I see Qualcomm as in a potentially very strong position in China, because the best shot the Chinese manufacturers have for both local and export in mobile wireless and the data capability for the internet connection is CDMA. And the Q has planted the seeds for that. And the export opportunity is there with Qualcomm's CDMA 2000, starting with 1X (or the first phase of CDMA 2000) (or IS-95 C as the Koreans call it). And it would seem that Korean companies have advantages on a government to government level that Siemens does not have. And the Koreans are on the way to CDMA 2000 (1X MC) this fall and HDR early next year. Comments? Best. Chaz

To: Dennis Roth who wrote (36)	7/4/2000 6:45:23 PM
From: Dennis Roth	Read Replies (1) \| Respond to of 197217

Siemens, CATT codevelop TD-SCDMA standard globalsources.com GERMANY- Siemens and China Academy of Telecommunications Technology (CATT) have jointly developed a new standard for 3G mobile networks, the TD-SCDMA. Since 1998, CATT and Siemens have been jointly developing a new standard for 3G mobile networks, the time division-synchronous code-division multiple access (TD-SCDMA) technology. The first successful tests have been conducted at the joint research and development center in Beijing. Field trials of TD-SCDMA systems with mainland's mobile network operators are scheduled to start early next year, and commercial systems are expected to be available at the end of 2001. The main challenge for 3G mobile systems is to master both symmetric circuit-switched services like speech and video, as well as increasing the asymmetric packet-switched services like mobile Internet access. To meet this challenge, TD-SCDMA combines two leading technologies: designed as an advanced TDMA* system with an adaptive CDMA component operating in synchronous mode. TD-SCDMA is well suited for all 3G applications (symmetric services like voice and video, and asymmetric services like mobile Internet). Furthermore, the radio transmission principles of the system allow optimum utilization of radio spectrum allocated for 3G***. Seamless operation with GSM networks This mainland-endorsed international standard can be implemented less expensively than comparable 3G systems: due to the basic TDMA operation and the efficient utilization of radio spectrum, the system is in a perfect position for seamless operation within existing GSM infrastructure systems. This will enable mainland China's GSM operators to upgrade in a smooth and cost-efficient manner to 3G, as specifically, the costs for the overall integration and reuse of existing GSM core network infrastructure are decisive factors for the overall economy of a 3G solution such as TD-SCDMA. The cooperation of CATT and Siemens and their joint research, development and manufacturing efforts express the strong commitment and believe of both partners in TD-SCDMA. Already, the system has successfully been proposed by mainland China by the ITU, and became one of the international standards for 3G within the global family of IMT-2000 standards.