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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 (78)	6/29/2000 9:10:00 AM
From: Dennis Roth	Read Replies (1) \| Respond to of 197563

Korea expected to take 10 percent of global GSM handset market by 2002 etnews.co.kr\|03 A global leader in the CDMA(code division multiple access) mobile phone market, Korea is also emerging as a power house in GSM(global system for mobile communication) handsets. Industry sources said Samsung Electronics, Maxon Electronics, Sewon Telecom and LG Information & Communication are moving to take a larger share of the GSM market, switching to the production of high-end handsets. Analysts predict these firms will export a total of 20 million GSM handsets within two years, and the volume will expand to 30 million units after they enter the Chinese market, which will give them 10 percent of the global market. Samsung, which exported about 6 million GSM handsets last year, expects to export 7 million to 8 million units this year, 3.8 percent of the global demand, and Maxon, which began manufacturing high-end dual-band GSM handsets this month, expects to export 5 million GSM handsets in 2000. Sewon has entered a three-year contract to supply 3 million GSM handsets to Vitelcom of Spain. It has also signed a contract to provide the Ausralian firm Voxson with 500,000 handsets this year. Having developed a chipset for GSM handsets, Standard Telecom is in talks to supply a European company with 600,000 GSM handsets this year and 1 million annually afterward. LG I&C intends to export 3 million GSM handsets next year. Date : 2000.06.29

To: Dennis Roth who wrote (78)	6/29/2000 9:16:00 AM
From: slacker711	Read Replies (1) \| Respond to of 197563

Damn....You beat me to that article ;-). A couple of comments..... 1) This is the first time I have read that they are going to be making the technology choice by July 10th. 2) One thing I have noticed from the various articles is that Samsung is rarely mentioned or quoted....I dont get it. They were probably the company hurt the worst by the subsidy ban, and will be hurt the worst by the selection of W-CDMA. 3) I think that the Koreans are beginning to understand that the royalties on W-CDMA aren't going to be lower than CDMA2000....nonetheless, it looks like some operators are at least leaning towards W-CDMA. Hopefully this ends up being just rhetoric....like Japan. Slacker

To: Dennis Roth who wrote (78)	6/29/2000 12:10:00 PM
From: foundation	Respond to of 197563

(((Korea Telecom, a state-run telecom giant competing with rivals for the license, stressed it would select the standard for 3G service which will bring the biggest benefit to the country, Sok noted. Sok's remark is viewed as a subtle indication that Korea Telecom, whose largest shareholder is the government, may opt for the Qualcomm-led multicarrier mode of IMT-2000 rather than the European mode.))) If there is anywhere in the world where the U.S. can (if it wishes) influence local political decisions, it is Korea. In light of Europe's political ban on CDMA, we're more than due for pro-CDMA Government Intervention in Korea. An exclusive CDMA IMT-2000 technology standard in Korea would be just desserts. I hope our administration is busy. regards, blg

To: Dennis Roth who wrote (78)	6/30/2000 8:50:52 AM
From: Dennis Roth	Respond to of 197563

SK, LG Telecom Prefer Asynchronous Mode as IMT-2000 Standard hk.co.kr SK and LG Telecoms said they support switching to an asynchronous mode as the standard for IMT-2000 while Korea Telecom hinted at preference for a synchronous one. ``If the government allows companies to select technology standards, SK Telecom will adopt an asynchronous mode,'' an SK Telecom official said Friday. An LG official also said his company is sticking to the adoption of an asynchronous mode if it is allowed to select its own standard. Korea Telecom, however, recently implied that it prefers a synchronous mode, saying it will adopt ``the standard which is helpful for the country.'' As the government prefers a synchronous mode, Korea Telecom's comments are interpreted to mean it will tow the party line. ÀÔ·Â½Ã°£ 2000/06/30 16:58