Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (27248)	7/3/2000 10:51:23 PM
From: tekboy	Respond to of 54805

thanks much; actually, I found the point-counterpoint format succint and illuminating. Ya know, when I read your stuff the substance bothers me, because you throw cold water on all the QCOM bullishit. But then you retain your own guarded optimism anyway, so I try to make the takeaway not the words, but the attitude... tekboy/Ares@wherehaveallthegorillasgone.com

To: Eric L who wrote (27248)	7/3/2000 11:43:42 PM
From: Mike Buckley	Respond to of 54805

Ask Merlin (Mike Buckley). He keeps score. Why bother asking him when we've got posts like that from Eric that we can use as cheat sheets? Anyone who doesn't understand the product categories addressed in 1G, 2G and 3G, go back to post #277257 and save it as I did. --Mike Buckley

To: Eric L who wrote (27248)	7/4/2000 2:41:49 AM
From: BDR	Read Replies (1) \| Respond to of 54805

Some China CDMA news. Don't see that this has been posted, yet. Early commercial products roll as players await government's game plan for next-gen wireless -- China drafts road map for CDMA market push July 4, 2000 Sunray Liu SHANGHAI - China's road map for a market push into next-generation wireless equipment came into focus here during the China International Telecommunications Exhibition as local equipment makers showed code-division multiple-access (CDMA) systems and handsets. The gear, including some commercial products, reflects several years of intense development and heavy investment in CDMA and third-generation (3G) wireless that could position China's top manufacturers as key market players, despite persistent uncertainties about standards, experts at the exhibition said. The event was sponsored by China United Communication Corp. (Unicom); China PTIC Information Industry Corp. and Datang Telecom Technology and Industry Group, both based in Beijing; Huawei Technologies Inc. and ZTE Corp., both in Shenzhen, Jinpeng Group Co. Ltd. (Guangzhou); and Shanghai Bell Co. Ltd. Overseas competitors also displayed CDMA systems and terminals. Unicom, China's second-largest communications carrier, recently became listed on the New York Stock Exchange and on the Hong Kong exchange. Beijing has designated Unicom as China's sole carrier of CDMA wireless services. The state-run company expects to attract 40 million subscribers over the next three years. Encouraged by Unicom's ambitious CDMA road map, local manufacturers have invested several hundred million dollars on CDMA research and development. For instance, CDMA pioneer ZTE demonstrated China's first commercial CDMA system, which includes a mobile basestation, mobile switch and handsets based on the IS95A/B and cdma2000 1x standards. ZTE has committed more than 500 engineers to its CDMA and third-generation (3G) wireless development efforts, including 300 alone working on basestation development. Building on its existing basestation development, ZTE has generated algorithms in such areas as fast-power control, selector functions and software switching. Daxiong Xie, general manager of ZTE's CDMA Cellular System Product Division, said the company is keeping pace with overseas competitors. ZTE signed an agreement in October with CDMA developer Qualcomm Inc. (San Diego) to cooperate on R&D projects. Close cooperation between ZTE and Qualcomm also paved the way for an intellectual property agreement between Unicom and Qualcomm, as well as subsequent R&D agreements between Qualcomm and eight other Chinese OEMs. ZTE said it launched its CDMA system and received a certificate for it from China's powerful Ministry of Information Industry (MII) in April. The system taps a high-speed packet network platform to provide multimedia data services, and it can provide cdma2000 1x service through a software upgrade. The upgrade would further allow the system to evolve to higher-capacity, cdma2000 3x services. To obtain other key technologies for CDMA, ZTE joined such Chinese 3G R&D projects as the 863 Project, the China Wireless Telecom Standard group and the China 3G Intellectual Property Right Alliance, along with international organizations such as 3GPP2. It established a research facility in South Korea focusing on CDMA handsets, as well as a systems development company in San Diego, near Qualcomm. "We have over 20 experienced engineers in South Korea who have helped us develop our first CDMA handset," Xie said. He said the company's U.S. research facility has joined the Telecommunications Industry Association (Arlington, Va.), an industry standards group. "That's why Chinese manufacturers have achieved so many breakthroughs in [such] a short period," Xie said. Broad development Other local manufacturers have completed CDMA system development. Huawei, the largest telecommunications equipment supplier in China, recently announced that its M800 CDMA core network had passed a comprehensive MII test. The system could be ready for commercial use in several months. PTIC is a state-run industrial group with revenue from its subsidiaries and joint ventures approaching $4 billion. Its regional subsidiaries, PTIC Capitel Group (Beijing) and Eastern Communications Co. Ltd. (Hangzhou), respectively rolled a CDMA basestation system and a switching system at the exhibition. China's market potential and the progress of Chinese manufacturers have attracted many foreign manufacturers seeking to form strategic partnerships with local companies. Jinpeng Group, a top local manufacturer founded by several local research institutes and companies, is focusing on mobile switch systems. It launched a GSM/CDMA mobile switch system that has gained Jinpeng market share and the attention of key foreign players. Jinpeng and Motorola Inc. are working jointly on switching systems and basestations. Datang, a public company spun off from the China Academy of Telecommunications Technology, began research and development for China's 3G standard based on its synchronous CDMA access technology in 1998. The International Telecommunications Union certi-fied Datang's time-division synchronous CDMA system as one of three 3G standards. TD-SCDMA is designed to aid in the migration from GSM to 3G. Several global telecom companies have adopted the technology. Siemens AG announced its support for the standard and is working with Datang and other Chinese R&D partners. An industry source said Datang is expected to launch trials of the format soon and to introduce TD-SCDMA cellular phones by the end of the year. Aside from its TD-SCDMA work, Datang has announced IS-95-based CDMA products, including a CDMA mobile switch and handset. The company said it manufactured all chips for the systems. Analysts here said CDMA technology offers a unique opportunity for emerging Chinese telecom manufacturers. Some observers said China could eventually establish one of largest CDMA industries in the world, if the government and carriers such as Unicom offer sufficient incentives for growth over the next few years. Despite promised trials of CDMA 1x systems next year, followed by planned deployments of the technology, some uncertainties persist as the industry awaits a government decision on the pace of deployment. Most of the leading manufacturers at the exhibition displayed General Packet Radio Systems, for upgrading current GSM networks, as well as wideband-CDMA systems. Some experts here have proposed that the government divide the potentially huge Chinese market into as many as three sectors, covering cdma2000, W-CDMA and the country's homegrown TD-SCDMA technologies. eetimes.com Copyright c 2000 CMP Media Inc. By Sunray Liu