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

To: Eric L who wrote (6842)	2/2/2001 10:32:10 AM
From: straight life	Respond to of 196491

Hutchison and Reliance apply for Indian fixed licenses By Jagdish Rattanani, Total Telecom, in Mumbai 01 February 2001 The Hutchison Whampoa group, India's biggest cellular phone operator, has applied for licenses to run basic telecoms services in India, a subsidiary of the group confirmed on Thursday. Hutchison Max Telecom Ltd. said the group's subsidiaries have applied for five basic services licenses to cover the city of Delhi, as well as the states of Maharashtra, Gujarat, West Bengal and Tamil Nadu. The group is among several operators that have made a beeline for fixed licenses after the Indian authorities decided to allow basic service operators the option of providing limited mobile telephony using wireless local loop (WLL) technology, within a radius of 25 kilometers. Under the new guidelines issued on 25 January, India also opened up the basic telecoms sector to unrestricted private sector participation. Reports said the department of telecoms had received more than 50 applications for fixed licenses across the country, which is divided into 21 operational areas, called "circles." Each circle requires a separate license. Among those who have applied for basic licenses is the Reliance Group, which already holds licenses for cellular services in 13 states through Reliance Telecom. Reliance Infocom Ltd. has now applied for fixed-line service provider licenses in 11 circles, Reuters quoted a senior company official as saying on Wednesday. Hutchison Max Telecom implied it had little choice but to apply for the basic telecoms licenses. "Hutchison decided to apply for a basic services license in view of the WLL limited mobility being permitted to the basic service operator. Hutchison affiliate companies are already in the mobile business in four circles. Therefore this is a defensive move," the company told Total Telecom. The Cellular Operators Association of India (COAI) has opposed the move to allow limited mobility, fearing the cheaper WLL-based mobility offered by basic operators could draw away customers from their GSM services. The COAI has petitioned the Telecom Dispute Settlement and Appelate Tribunal, and the matter is pending. The government, however, believes that opening the field without restrictions on the number of operators, coupled with mobility on fixed lines, will help India quickly roll out telecoms services across the vast corners of the country, helping the country to take its teledensity from 3% now to 7% by 2005.

To: Eric L who wrote (6842)	2/2/2001 10:32:49 AM
From: straight life	Respond to of 196491

U.S. mobile data penetration to reach 60% in 2007 says report By Emily Bourne, Total Telecom 01 February 2001 The U.S. mobile data market is set to explode, according to a new report from telecoms consultancy The Strategis Group. The report forecasts national wireless data penetration rates of nearly 60% in 2007. Subscribers to mobile data services numbered 5 million in 2000; Strategis expects this to grow to a massive 172 million by 2007, with the lion's share of the market going to packet data service over cellular/PCS networks. Cynthia Hswe, a senior analyst at The Strategis Group, said the numbers would be lower if consumers failed to take up 2.5G and 3G services, though she is confident there will be a large enterprise market. In addition, "it's still tempered by the fact handsets may not come out in time." AT&T's announcement of plans for a GSM, and ultimately GPRS, network had a "significant impact" on the optimistic figures. Previous to this definite commitment, "CDMA carriers were shifty about the launch of cdma2000." Now AT&T has acted as a spur to its competitors, Hswe told Total Telecom. She predicts the TDMA and GSM operators will opt for the European WCDMA standard, whereas CDMA operators will back cdma2000. Services and products will be on the market by 2003, but there will not be a significant take-up of 3G until 2004-5. Though the U.S. lags Europe considerably in wireless penetration, it will gain from not extracting the same huge license fees from its 3G operators, Hswe said. "The cost per subscriber for European operators is so high," she added. The Strategis Group forecasts 2007 market share for each mobile technology as follows: Packet data cellular/PCS 67% Dedicated data 16% SMS 14% Circuit-switched cellular 3% Mobile satellite 0.4%.

To: Eric L who wrote (6842)	2/2/2001 12:49:35 PM
From: laodeng	Read Replies (1) \| Respond to of 196491

Eric, since you are familiar to Nokia, what's your take on possible Nokia move to use all Qualcomm chips? Do you know the Texas plant where Nokia is reducing headcount is the place they make cdma phones? It would be great for both companies to work together in any sense. Agree? Regards laodeng

To: Eric L who wrote (6842)	2/3/2001 6:04:24 PM
From: Maurice Winn	Read Replies (1) \| Respond to of 196491

This business of cdma2000 being eclipsed by W-CDMA is funny. It's a bit like the great victory of GSM in Brazil, which is perhaps going to not be such a great victory after all. There are zero W-CDMA networks in operation and the very first royalties have just been paid. Meanwhile, cdma2000 in a more advanced version than the half-baked shambles of W-CDMA's initial efforts is well underway in Korea and the USA. It will shortly be available in New Zealand. It seems to me that the most shouting, hissing, roaring and general mouthiness comes from the W-CDMA world, the GSM Guild [GG] and the 6 Musketeers, but the real action in the engine room is happening in QUALCOMM and cdma2000. Anyone who bets a lot of their money on W-CDMA had better keep a very close weather-eye on proceedings and be prepared to abandon ship if ice-bergs loom or seas start to get a bit breezy. W-CDMA has embarked on a very risky GSM, GPRS, EDGE, W-CDMA trajectory with big problems each step of the way, with no backward compatibility. On the other hand, CDMA users have a clear path to the future with efficiency, low cost, early introduction and backward compatibility for users. "The Death of a Standard" is a work of fiction and wishful thinking. Just part of the long [heading for a decade] FUDD [fear, uncertainty, doubt and disinformation] campaign against CDMA and QUALCOMM in an attempt to defend GSM incomes at the expense of subscribers and to avoid QUALCOMM's moderate royalties, technology advantages and marketing gains. Mqurice