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

To: foundation who wrote (3427)	10/6/2000 7:32:50 AM
From: Eric L	Read Replies (1) \| Respond to of 197209

Ben, << LAS-CDMA integrated into 1x EV-DV specifications changes everything >> Well, if not everything, at least some things. Certainly potentially improves cdma2000 possibilities in China, if convergence can be achieved. DV still quite a ways out, it appears. Hopefully DO is close. << No wCDMA in China >> I like your scenario, and you present a good rationale, but I personally doubt the predicted outcome. I think we will see both UMTS/UTRA and cdma2000 in China when new spectrum is licensed. Koreas decisions, will, I think, influence the technology decision of some of the carriers in China, for IMT-2000 spectrum. << The presumed dominance of wCDMA looses certainty, if not credibility, with this new equation >> Time will tell. Certainly is nice to see Qualcomm back over 80. Maybe Mr. Market subscribes your theory. <g> - Eric -

To: foundation who wrote (3427)	10/7/2000 10:47:54 AM
From: Eric L	Respond to of 197209

Re: Interesting numbers in this article >> MOBILE OPERATORS SHOULD LEARN FROM JAPAN 10/2/2000 Stockholm cellular.co.za European and U.S. telecoms operators should learn from Japan if they want mobile commerce and the wireless Internet to be a success and a revenue generator, a leading market research group said on Monday. Failing to learn from Japan's experience would mean European and U.S. markets would take two years to reach the $400 million of mobile commerce revenues annually generated in Japan today, said Internet research group Jupiter Communications. Japan has already created the world's most advanced mobile Internet market following the launch of top carrier NTT DoCoMo hugely successful i-mode wireless Internet service, which has racked up 12 million subscribers in just 18 months. I-mode has grown popular with its snazzy entertainment and brightly colored cellphones, smaller than a cigarette packet, especially with Japanese teenagers. ``The notion that the success of mobile services in Japan is wholly attributable to cultural factors is a handy cop-out by carriers in other regions,'' said Jupiter Communications Director Seamus McAteer. Jupiter said European and U.S. mobile operators must use the next 24 months to upgrade their mobile networks and adopt business models that have driven the success of Japan's market. ``In launching, i-mode NTT DoCoMo set a good example: it adopted an open platform and ensured that consumers' preferred services get primary placement,'' McAteer said. Easy-To-Use Always-On Internet Access I-mode gives mobile phone users constant access to the mobile Web which makes access to its services faster and more convenient, plus a wealth of content offerings and ease of use, compared to rival and simpler systems currently in use. While Europe has among the world's highest numbers of mobile phone users and a vast range of companies catering for this sector it is still lagging in providing sophisticated wireless Internet because its networks are not as advanced as Japan's. But also because they do not provide as much mobile content. Europeans can only enjoy a rudimentary version of the mobile Internet through Wireless Application Protocol (WAP) services and phones but these have not been such a success as hoped as some services are seen as too basic, take too long or are too difficult to retrieve from cellphones. But i-mode, which has still to venture into the European market, has been criticized for focusing too much on kid games, cute animations and music tunes, and not enough on financial and other services -- an area European players are focusing more on. Europe is now working on upgrading its current GSM (news - web sites) (Global System of Mobile Communication) wireless network to be able to offer services similar to Japan's by way of a technology called GPRS (General Packet Radio System). GPRS, like the Japanese mobile network, allows faster and easier transmission of data by breaking it into pieces and sending it via the quickest route. It is expected to start to come in Europe in early 2001. Europe, U.S. Still Way Behind In Mobile Commerce Revenue Jupiter said it expected by the end of 2000 the number of wireless subscribers with Internet-enabled phones to reach six million both in the U.S. and Europe, versus 30 million in Japan. It also said revenues generation from mobile commerce this year would reach $10 million in the United States and $15 million in Europe, against almost $400 million in Japan. Jupiter's figures are considerably more conservative than those of rival researchers International Data Corp, showing how difficult it is to gauge the value of this growing market. At the end of June there were some 570 million mobile phone subscribers globally, most using the GSM standard. Jupiter said that *as the market reaches critical mass in 2003 the number of wireless subscribers with Internet-enabled phones would jump to 115 million and 254 million for the U.S. and Europe respectively.* It expected *mobile commerce revenues of $600 million in the U.S., $1.7 billion in Europe and $3.5 billion in Japan, with total revenues of $7.6 billion.* ``Japan is still half-a-generation ahead of the world (in mobile services),'' U.S. group Phone.com (NasdaqNM:PHCM - news) Chief Operating Officer Ross Bott told a wireless conference in Stockholm. While global leading mobile phone makers Nokia (NOK1V.HE), Motorola (NYSE:MOT - news) and Ericsson (LMEb.ST) have fairly small market shares in Japan, largely because the Japanese are making their own mobile Internet phones, they will be fighting head-on for control of this market when it takes off in Europe and the U.S. A recent Lehman Brothers report showed that 40 pct of the revenues NTT DoCoMo generated from i-mode were entertainment related, such as music downloads and ringing tone delivery, with the rest from information, transaction and database related. << - Eric -