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.

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

To: engineer who wrote (504)	7/9/2000 8:31:11 AM
From: William Hunt	Read Replies (1) \| Respond to of 197613

engineer ---reference HDR ---were you able to try it in a mobile mode vs a fix location ? Thanks for the feedback Best Wishes Bill PS I wonder why "Q" is not showing this to the media ? Would do wonders to lift the FUD . Then let the media ask NOk , Docomo to demonstrate their version of W-CDMA ?

To: engineer who wrote (504)	7/9/2000 4:38:34 PM
From: Jon Koplik	Read Replies (5) \| Respond to of 197613

Text of WSJ article on Korea / three carriers' decision. (Note headline is "at odds" with text of the article). (Sorry if this has already been posted). ************************** July 9, 2000 Cell-Phone Service Providers in Korea May Hang Up on Qualcomm's WCDMA By HAE WON CHOI Staff Reporter of THE WALL STREET JOURNAL South Korea's top three cellular-phone service providers are leaning away from adopting Qualcomm Inc.'s next-generation technology for mobile telecommunications services, but they said a final decision hasn't yet been reached. SK Telecom Co., Korea Telecom Corp. and LG Telecom Co., which are all vying to get licenses from the South Korean government to provide next-generation services, said they prefer to adopt the wireless-code-division-multiple-access, or WCDMA, technology from Finland's Nokia Corp. and Sweden's Telefon AB L.M. Ericsson rather than Qualcomm's CDMA2000 technology. All three companies, however, said their preferences may change. The main reason appears to be cost, they said. Qualcomm holds patents for both WCDMA and CDMA2000, but officials at the three companies said Qualcomm asks for higher royalties than Nokia and Ericsson. "It would save us money to use Nokia and Ericsson's technology over Qualcomm's if we decide to use WCDMA," said Won Hong Sik, a spokesman for SK Telecom. Currently, all of South Korea's cellular-phone services use Qualcomm's current CDMA technology, and royalties from South Korea have been a key source of revenue for Qualcomm. Officials who were able to talk about Qualcomm's royalty rates in South Korea couldn't be reached for comment. South Korea's Ministry of Information and Communication plans to award three licenses for next-generation mobile services, called IMT-2000, by the end of the year, and companies are expected to place their bids by the end of September. "When the companies place their bids, each bidder must decide whether it is going to adopt the CDMA2000 or the WCDMA technology," said a spokesman at the ministry. "So we will know [in] September what technology each company will choose." Both technologies make possible sophisticated cell-phone features, such as high-speed Internet access and Web browsing. Christine Trimble, a Qualcomm spokeswoman, said Qualcomm "doesn't believe an official technology decision has been made in Korea," adding that the company was "in ongoing conversations with our customers there and with the government." Brian Modoff, an analyst at Deutsche Bank Alex. Brown in San Francisco, noted that some cell-phone manufacturers, including Samsung and Hyundai, have already signed licenses for both CDMA2000 and WCDMA with Qualcomm, and will thus be paying Qualcomm royalties no matter what the three service providers decide. Shares of Qualcomm slid in heavy trading on Friday following the reports from South Korea. The stock dropped $5.0625, or 8.2%, to $56.625. It was the latest blow to the stock, which has been on a wild roller coaster ride this year. In January, Qualcomm's stock hit a 52-week high of $200. Separately, the San Diego Union-Tribune reported Friday that U.S. investigators are investigating hacker attacks against Qualcomm. In December, hackers tried to break into the company's computer network, but failed to penetrate the electronic firewall and other network devices. A Qualcomm spokeswoman declined to comment because the case is under investigation. According to the newspaper, court documents indicated that the alleged intruder is a graduate student in computer science at the University of Wisconsin. Charges haven't been filed. --Wall Street Journal staff reporters Pui-Wing Tam and Khanh Tran in San Francisco contributed to this article. Copyright © 2000 Dow Jones & Company, Inc. All Rights Reserved.

To: engineer who wrote (504)	7/9/2000 6:03:59 PM
From: Maurice Winn	Respond to of 197613

auction.med.govt.nz New Zealand 2GHz 3G spectrum auction round one now on. 4 blocks for sale. Finishing in an hour at 11 am New Zealand time [Monday]. Leap asleep. Not bidding despite the International part of their name. Late registration welcome. It was suggested to me <Is not the idea that Q!'s technology poses a risk to governments' abilities to raise billions at auction for spectrum only the tip of the proverbial iceberg? How about the spectacle of an incumbent European operator, rather than donating 5 billion dollars to the government, ripping out their GSM network and installing 1x/HDR! More voice capacity, high-speed data, and a tax write-off to boot! Heck, they could even sell the old network to a needy third world country like Africa, or New Zealand, or somebody like that. The incumbent-operator/government nexus is getting curiouser and curiouser.> Yes indeed. The $36bn makes the old GSM spectrum a juicy alternative to buying new spectrum. Ditch the old and bring in the new. Mqurice