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Technology Stocks : SWKS - Skyworks Solutions, Inc (was AHAA) -- Ignore unavailable to you. Want to Upgrade?

To: Marc who wrote (785)	11/3/2000 5:09:52 PM
From: All Mtn Ski	Respond to of 1698

This looks interesting, Siemens is already a good customer for AHAA, so we may get to Toshiba via Siemens: Siemens and Toshiba close to 3G phones alliance By Marijn van der Pas FRANKFURT, Nov 3 (Reuters) - Germany's Siemens AG said on Friday it was in talks with Japan's Toshiba Corp on a far-reaching cooperation deal to produce next-generation mobile telephones. ``We expect the talks will reach a successful conclusion shortly,'' a Siemens spokesman told Reuters, confirming overnight media reports from Tokyo. The deal would allow the two companies to conduct joint research to develop phones that can send and receive video images and transfer data much faster than existing cellular phones and Japanese media suggested the two companies could jointly market the so-called third-generation (3G) handsets. Frank Rotauge, an analyst at German private bank Sal. Oppenheim in Frankfurt, said the main advantage for Siemens would be the joint product development with Toshiba. ``Nokia, Ericsson, Motorola and also Siemens need additional know-how in liquid crystal displays and miniaturising. The Japanese are very good in that,'' he said. But he added that marketing cooperation could also benefit both companies in the longer term. ``Toshiba is strong in laptop computers and it wants to get stronger in mobile phones. Siemens is strong in the phones and targets the high end of the market (in laptop computers),'' Rotauge said. However Phil Kendall, an analyst at Strategy Analytics in London, did not believe the talks would lead to joint branding by the German and Japanese groups. ``Toshiba has a relatively strong brand name in Japan while Siemens is strong in Europe. They have invested too much in their own brands to co-brand,'' he said. Siemens and Toshiba are far behind industry leaders Nokia , Ericsson and Motorola (NYSE:MOT - news) in terms of handset sales. They held a combined seven percent share of the global cellular handset market at the end of March. SHOOTING FOR NUMBER THREE But Siemens has repeatedly said it wants to become the world's third largest mobile phone producer. It currently ranks outside the top five. Theo Kitz, an analyst at private bank Merck Finck & Co in Munich, said the company would not be able to get to the top three positions on its own and that Toshiba would not catapult the firm there either. ``Together with Toshiba, Siemens would be the fourth largest mobile phone producer in the world, still behind Ericsson. Together with Samsung or Panasonic , Siemens would have become the number three or even the number two,'' he said. Siemens' and Toshiba's jointly developed handsets would be aimed at the W-CDMA (wide-band code division multiple access) network standard which is going to be used in Japan as well as in other parts of Asia and Europe, according to Kyodo news agency. The Nihon Keizai Shimbun financial daily said the partners will share development costs of some 40 billion yen ($369.9 million) and start the main marketing of the next-generation phones under their own brand names in the second half of 2001, the newspaper said. The companies' 3G handsets were expected to debut in Japan in May 2001. The global market for 3G handsets is expected to be worth about 1.0 trillion yen by 2005, it said. biz.yahoo.com

To: Marc who wrote (785)	11/3/2000 5:24:28 PM
From: All Mtn Ski	Read Replies (1) \| Respond to of 1698

Yes, AHAA sells chips for the MMDS and LMDS market to ADAP. Wireless chip market to double over next five years Semiconductor Business News (11/03/00, 04:01:30 PM EDT) OYSTER BAY, N.Y. -- Driven by cellular phones, broadband services, and other applications, the wireless-chip market is projected to more than double over the next five years, according to a report from Allied Business Intelligence Inc. (ABI) here. In total, the worldwide wireless-chip market will grow about 44.8% next year, from $10.5 billion in 2000, to $15.2 billion in 2001, according to ABI, a market research house that tracks the wireless market. Beyond 2001, the wireless-chip market is projected from $17.4 billion in 2002, to $19.1 billion in 2003, to $19.9 billion in 2004, to $21 billion by 2005, ABI said. The bulk of the market centers around cellular/base-station chips, which represents about 97% of the overall business, ABI said. But broadband-based technologies are coming on strong, such as wireless local-area networks, multichannal multipoint distribution services (MMDS), and local multiport distribution services (LMDS). "ICs used in MMDS devices account for under 1% of the market in 2000, but the value of chips used in the application is expected to show impressive gains over the next five years," said ABI analyst Andy Fuertes. "ICs for wireless LANs are also showing considerable growth." Fixed-wireless broadband services like MMDS and LMDS is especially hot. In total, the worldwide MMDS market is projected to grow from relatively zero right now to 6 million subscribers by 2005-with the United States accounting for over one-fifth of the business, said ABI. The worldwide LMDS market is expected to grow from less than 100,000 subscribers in 2000 to close to 2 million by 2005, ABI said. semibiznews.com