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

To: Ibexx who wrote (2183)	8/16/2000 10:55:19 AM
From: maxgo	Respond to of 197214

German UMTS auction.... Today the value of all offers for the new UMTS (w-CDMA) licences in Germany has exceeded the value of 90 billion deutschmark (or USD 41.92 billion). I thought it might be interesting for you to know that apart from the four current companies currently operating their own networks in Germany (which are Deutsche Telekom, Vodafone, E-Plus and Viag Interkom) they are two more bidder consortia present at the auction: Mobilcom/France Telecom and Telefonica/Sonera. The auction is still going on because Deutsche Telekom and Vodafone still seem to be aiming for three frequencies of 5 megahertz each, whereas the others have settled for 2 blocks of 5 megahertz. As there are only 12 blocks of frequencies in total, it seems that one more bidder consortium has to give up, presumably either Mobilcom/France Telekom or Telefonica/Sonera as they are considered to be the weakest without own networks in Germany. The strategy of the two big phone operators in Germany, Deutsche Telekom and Vodafone, is apparently to get rid of as many possible competitors as possible in order to maximize their later share of the pie. An interesting point could be that at least one of the successful UMTS-bidders won´t have a mobile network to utilize until a w-CDMA build-out in 2002, so he will have to build a network completely from scratch. So will this bidder build a GSM-network, followed by GPRS and later followed by w-CDMA or will this company go straight to (possibly pure) CDMA ? If a GSM/CDMA roaming possibility exists in near future, this might seem possible. Or am I completely mistaken ? Wouldn´t it be outright foolish to try to install now a GSM network, if you can have a more direct upgrade path ? As an interesting aside the big two companies are trying to reach an agreement whether there should be six successful bidders or not. This is possible if both reduce their bids to two blocks of spectrum, leaving the other eight parts of spectrum to be devided between the remaining four competitors. As communication between the companies is forbidden, Vodafone slyly raised their last offers to a number ending with ....666, implying that they would be wiling to agree on six successful bidders. But Deutsche Telekom replied by ending their nixt bid with ....555, thereby insisting on only five licence operators in the end.

To: Ibexx who wrote (2183)	8/16/2000 11:12:43 AM
From: ZChazz	Read Replies (1) \| Respond to of 197214

Motorola NSS Announces Plans For cdma2000 1xEV-DO Solutions This announcement seems very significant. * Carrier support of HDR * Pathway to HDR/voice capability * Motorola and Q apparently cooperating

To: Ibexx who wrote (2183)	8/16/2000 11:54:56 AM
From: jackmore	Respond to of 197214

Re: <<Motorola NSS Announces Plans For cdma>> ``CDMA technology standards are driven by carrier operators worldwide with significant input from companies like Motorola that push the boundaries of wireless technology,'' said Adrian Nemcek, Motorola NSS senior vice president. ``Our customers have decided that 1xEV-DO is the next step in enhancing wireless data throughput, and Motorola plans to provide networks that are compliant to the final CDMA 1xEV-DO standard in order to meet our customer's expectations for end-to-end solutions in a timely manner,'' said Nemcek. The new Motorola! Got the message; acting accordingly. The carriers are driving the adoption of HDR. Shortest, safest, most versatile path to full 3G data rates will soon be obvious to all. /jack

To: Ibexx who wrote (2183)	8/16/2000 6:32:15 PM
From: Getch	Read Replies (2) \| Respond to of 197214

Motorola NSS Announces Plans For cdma2000 1xEV-DO Solutions Could somebody expand on the implications for Motorola's license from QCOM for 3G technology? I thought Motorola and Nokia were the two remaining hold-outs for licensing 3G from Q. Or does their existing license carry forward? Motorola will be developing cdma2000 1x compatible handsets and a family of end-to-end solutions to enhance each CDMA carrier's value proposition in the highly competitive wireless market.