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To: Mika Kukkanen who wrote (4304)9/20/2000 10:38:31 AM
From: Harvey H Anderson  Respond to of 5390
 
Mika, a nice write up on the June Monaco Bluetooth Congress at nikkeibp.asiabiztech.com

Bud



To: Mika Kukkanen who wrote (4304)9/20/2000 12:58:51 PM
From: gdichaz  Read Replies (1) | Respond to of 5390
 
Mika: Luck and a good future. Respect. Chaz



To: Mika Kukkanen who wrote (4304)9/21/2000 8:54:03 AM
From: elmatador  Respond to of 5390
 
Matsushita and Ericsson form 3G mobile pact
Matsushita Electric Industrial, the Japanese consumer electronics group, and Ericsson of Sweden are to start testing next generation mobile phone handsets starting next year.

ft.com view
The move is the first of what bankers expect to be a stream of cross-border alliances involving Japanese electronics groups, as the industry struggles to keep abreast of rivals overseas.

Mika, can someone tell the editor that Siemesn is in bed with NEC for a long time?



To: Mika Kukkanen who wrote (4304)9/21/2000 9:55:40 AM
From: elmatador  Read Replies (1) | Respond to of 5390
 
"new notebooks outfitted with antennas for connecting to computer networks and the Internet". Finally the obvious! Just look around and you'll see many people carrying laptops. Just make those lap top wireless enable and presto: mobility!

Dell to show off laptops with wireless networking
By Joe Wilcox
Staff Writer, CNET News.com
September 21, 2000, 4:00 a.m. PT
AUSTIN, Texas--Dell Computer today plans to up the ante in wireless with new notebooks outfitted with antennas for connecting to computer networks and the Internet.

As previously reported by CNET News.com, Dell today will unveil the Latitude C series corporate notebook, offering integrated IEEE 802.11B wireless networking.


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Taking a cue from Apple Computer, which has offered integrated wireless networking for more than a year, Dell is looking to boost sales in the education, government, retail and health care markets, where the technology is a hot-ticket item.

Using the technology, notebooks can move from cubicle to conference room without the need for cables and wires and without breaking the connection to network resources or the Internet. The 802.11-outfitted portable connects to a wireless transceiver, or base station, hooked into the network and offers transfer rates of up to 11 megabits per second (mbps).

"Corporate markets are essentially looking for ways to make their workers more productive, whether they're traveling on an airplane or around the world," said Dataquest analyst Mike McGuire. "Always-on, always-connected is being perceived as being more and more a requirement for a lot of workers, and certainly wireless LAN catches that next step."

Two Latitude C models will initially be available: the C600, which goes on sale Monday, and the C800. The Round Rock, Texas-based company expects to begin taking Latitude C800 orders within 60 days. Dell is showing off the new portables at its DirectConnect conference here.

Both models are more stylized than earlier Latitude portables, part of an overall design change being unveiled today on commercial PCs. The C600 measures 1.4 inches with a starting weight of 4.9 pounds. The $2,599 entry-level machine will feature a 700-MHz Pentium III processor, 14.1-inch TFT display, 64MB of RAM, 8MB of video memory, a 6GB hard drive, 24X CD-ROM drive and 56-kbps modem.


3 messages
Proof of Apple Innovation Ed
Why the high pricetag?

cost

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The C800 is Dell's first business portable with a 15-inch display, a feature long available on Inspiron consumer models. The entry-level model will come with an 850-MHz Pentium III processor, 15-inch SXGA+ display, 64MB of memory, 16MB of video RAM, a 10GB hard drive and a 56-kbps modem for $3,299.

While the C600 and C800 pack integrated antennas, they initially will lack the other component enabling wireless networking. Dell is waiting for Lucent to deliver the wireless LAN component, which fits in the portables' mini-PCI slot.

Dell spokesman Rob Crawley said he could not give an estimated availability other than "before the end of the year." He said Dell opted to proceed with the product launch despite the component's delay to protect potential customers' investments.

"It removes one of the decision factors for choosing a notebook, because these are wireless-enabled," he said. "If the customer chooses down the road to go with 802.11, the notebooks they bought are already to go."

Wireless gaining acceptance
IBM also plans to offer integrated wireless starting next month, but with both the antenna and LAN component. While Lucent supplies both companies, IBM doesn't face the same delay because its product is for a different market.

The Armonk, N.Y.-based computer maker is focusing more on consumers and small businesses with its first wireless portable, the ThinkPad i Series 1300. Dell's wireless LAN component is undergoing final refinements to meet the greater interoperability and security demands of the corporate market.

The move to integrated 802.11B wireless networking is viewed as validation of a technology that is finding its footing after years delays.

"Companies like Apple are integrating wireless directly into the PCs, and as soon as that happens, that's going to drive adoption in the consumer market," said Cahners In-Stat Group analyst Rebecca Diercks.

Most current wireless LAN offerings use an 802.11-equipped PC card and antenna to connect over the air to a base station.

"Certainly a PC card solution works, but at a very low level you see problems," Dataquest's McGuire said. "If I take it out and throw it in my bag, there's a good chance I'm going to snap that antenna off. Obviously, an integrated antenna allows you to create a more robust solution rather than having an exposed antenna."

Coming on the heels of 802.11 is another, much-hyped wireless technology, known as Bluetooth, which works over a shorter distance but offers to link cell phones, pagers, handhelds and laptops into a "personal area network" that connects to the Internet. The first Bluetooth products are just now coming to market, but significant numbers of devices will not arrive for another year or two.

Demand for wireless networking is booming in the education market, Diercks said.

Sources close to Dell say about 80 percent of portables sold to the government and education markets go out with 802.11 PC cards. For Apple, most iBook notebooks going to schools pack wireless LAN cards.

On the corporate side, Cahners forecasts the wireless networking market will grow to $2.2 billion in 2004 from $771 million last year. A surge in demand is expected among frequent travelers, as airports and hotels add 802.11B wireless base stations. But measuring growth remains difficult.

"There are more companies trying to do, for a fee, kinds of fast access--companies such as WavePort," McGuire said. "It becomes another way for me to stay in touch with my office without having to trust the vagaries of what essentially comprises a private network in a hotel."

One issue that could hurt adoption of the technology is the high price of the base stations, particularly for the education market. Dell and IBM plan to sell their base stations for around $1,000, which is $700 more than Apple's price.



To: Mika Kukkanen who wrote (4304)9/29/2000 2:11:48 AM
From: elmatador  Respond to of 5390
 
EU bank regulators probe telecom loans. (Financial Times)The banks lent the money to the Telecom companies, to buy 3Glicenses. This money is now in the EU government coffers.
The telcoms companies are saddled with the debt, have increased costs to raise capital to finance the 3G build up and the bansk are under pressure from the regulators.
Now if the 3G license owners cannot borrow more money to build networks (or the regulators bar them from doing so) who is going to finance the build up?

Vendors isn't it? Now we can see here that vendors with the deepest pockets will be the ones who will win most of those 3G contracts. Does ERICY have deep pockets?

EU bank regulators probe telecom loans

By James Mackintosh, Aline van Duyn and Dan Roberts
Published: September 28 2000 19:55GMT | Last Updated: September 29 2000 00:58GMT

European banking regulators are probing $171bn (E194bn) of new loans made to European telecommunications groups, fearing that the banks have lent too much money to the sector.

The worries - sparked by loans to fund the cost of third generation mobile phone licences in Europe - were discussed at a meeting of international financial regulators two weeks ago. Several European banking regulators have since launched inquiries and are now questioning the banks they oversee.

Sir Howard Davies, chairman of the UK's Financial Services Authority, this week described the level of lending by European and US banks as "a matter of great concern to regulators" because of the risks the banks are taking with one sector.

Regulators elsewhere in Europe went further, likening the concentration of debt to the run-up to the 1992 property crash and the 1998 hedge fund crisis, both of which caused major problems for banks.

Regulators have traditionally taken a tough line with banks when they become over-exposed to one sector. They fear that if the telcoms sector is hit by unexpected financial problems, the extent of the banks' lending could cause wider difficulties.

The banks which have arranged the most loans to the telecom sector this year are Citigroup, Chase Manhattan, Morgan Stanley Dean Witter, Barclays and HSBC, according to data from Capital Loanware, the data provider.

Although not an exact measure of exposure because loans are sold on or refinanced, it indicates the most active players.

Almost 30 per cent of this year's international syndicated loan market - where the largest loans were arranged - was taken up by telecom debt. In Europe it was above 40 per cent.

The watchdogs' inquiries could result in warnings to the most exposed banks to cut back lending to telecoms companies, further increasing their cost of borrowing.

Raising new money has already become more costly for telecoms groups, after cuts in credit ratings led to higher interest rates on their bonds.

Telecoms companies in Europe are particularly worried about any clamp down on new borrowing. They need well over E100bn more in order to fund the estimated extra E160bn cost of building networks to run third generation mobile services.

"This [probing by regulators] could be a disaster," said one UK telecom executive.

A senior UK banker said: "It is our responsibility to make crystal clear that we know our exposures and we understand the risks". He added: "The [watchdogs'] concern is legitimate but any systemic risk [to the financial system] would come from outside chances such as the 3G network just being completed when boom, fourth generation arrives."

But bankers are now having to explain to their regulators exactly how they are controlling the risks, in what Sir Howard called "much more rigorous analysis of those exposures".

He told a seminar in Prague this week: "Financial sector exposures to the telecommunications industry . . . is a matter of great concern to regulators, certainly across Europe."