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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: axial who wrote (10384)	2/9/2001 3:25:54 AM
From: Raymond Duray	Respond to of 12823

Re: The Guardian Bashes 3G.... Hi Jim, Thanks for the link to the Guardian article. I'd been a skeptic before the article, but if what the author is saying about how far away the technology is from being competitive in the consumer's mind with today's nifty form factor phones, then it's going to be a real uphill struggle for the SPs, IMHO**. Let's see, with 3G we can get horoscopes in color, watch Tiger Wood stroke a two pixel ball, and be fed dis-information from our brokerages on "alerts" in order for us to make foolish trading decisions based on proprietary and biased information. Have I got this about right? Today, I'm starting to see more and more cell phones in my environment. I swear, the typical conversation goes like this - I'm in the college library, the pretty co-ed sitting three monitors over gets the call (she'd failed to switch to vibrator/silent mode) : "Oh hi, Jim, yeah, I'm at the library with Bill. I'll be here for a while then I'm going to dinner. So, I'll call. Gotta go. Bye." When I pointed out to her that her etiquette wasn't quite up to library standards, she got huffy, claiming she was a trend-follower, i.e. everyone is doing it. Grrr. I can see the creation of this vast new mobile wireless world to be endlessly tedious, tormenting to workers who'll never be able to escape a demanding boss and the inane millions of conversations that dominate cell phone use now. Millions of calls that never go beyond - I'm at the library, I'm at the store, I'm on my way to the store, I'm on my way home, where are you? I'm on my way to pick up the kids, where are the kids? Can't we call 'em and find out?* Yup, a brave new world. Just not a lot of wit. Best, Ray ***Not to worry about the Service Providers though, they plan to simply spin out the wireless businesses into IPOs and let the damn fool retail investor get his comeuppance once again, just as was the case with Iridium. So, the equity holder is going to get it in the shorts once again. BT just announce this deal this week. Looks like a great short candidate in the offing, or is that offering? Or, how long can these guys keep offing the retail player? I guess P.T. Barnum had some words on the matter.......

To: axial who wrote (10384)	2/9/2001 11:30:23 AM
From: elmatador	Respond to of 12823

"The only Western company to have grasped this is Siemens." Good. Very good. NEC largest customer is NTT DoCoMo and Hutchison Telecommunications group. Siemens partnering with NEC is a killing comabination. See below who Hutchison Telecom is: Formed in 1985, the Hutchison Telecommunications group is now one of the leading owners and operators of telecommunications and Internet infrastructure, offering a wide range of related services. These include fixed-line services, internet services, fiber optics broadband networks, mobile telephony (voice and data), paging, trunked mobile radio, VSAT and radio broadcasting. In Europe, the Group started the very successful Orange PCS network. Orange plc was sold to Mannesmann AG in 1999 for a consideration of HK$113 billion, comprised of cash, notes and a 10% shareholding in Mannesmann. In early 2000, the Group accepted Vodafone Group's offer to buy Mannesmann shares. In return, the Group received 5% shareholding in Vodafone. Recently, the Group has successfully obtained 3G licences in Italy through its subsidiary Andala 3G SpA, in Austria through wholly owned Hutchison 3G Gmbh, and in Sweden through subsidiary Hi3G Access, respectively. Hutchison had earlier won the bid for the largest 3G licence in the United Kingdom and subsequently formed Hutchison 3G UK -- a joint venture company with NTT DoCoMo and KPN Mobile to build and operate a national Universal Mobile Telecommunications System network. The Orange brand has also met with great success in other major Hutchison Telecom markets including Hong Kong, Israel, India and Australia. The telecom group is also active in Indonesia, Malaysia, Singapore, Thailand, Sri Lanka and Ghana. Hutchison Telecom is also a substantial shareholder in VoiceStream, the largest GSM operator in the United States. The Group is actively expanding its internet business and setting up B2B and B2C e-commerce operations in Hong Kong and the Asian region. Alliances have been formed with several top US companies in the e-commerce industry including Priceline.com, CSFBdirect (formerly DLJdirect) and the Internet Capital Group. In addition, Hutchison has launched a number of major portals including LINE - Logistics Information Network Enterprise and bigboXX.com, and is a substantial shareholder of TOM.COM which aims to be the premier mega portal for China related "infotainment" internet content.