Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum -- Ignore unavailable to you. Want to Upgrade?

To: Jenna who wrote (5948)	3/6/2001 11:26:24 PM
From: puborectalis	Respond to of 6445

Japan to Lead World in 3G Mobile Telephony, Former Ericsson Executive Says March 7, 2001 (TOKYO) -- Japan has a vital role to play in the uptake of third-generation mobile telephony such as W-CDMA and cdma2000, said Charles Harvey, Jr. director of Wireless Sales & Market Development of Redback Networks Inc. "Without a doubt, Japan will be the driving force of the world cellular market," he added. Harvey currently serves as the marketing director for wireless services at Redback , a network equipment vendor based in the United States. He made his comments March 1 at a press conference at which Redback's Japanese subsidiary announced its business strategy. Previously with LM Ericsson of Sweden, Harvey was instrumental in promoting the growth of second-generation mobile phones in Korea and Hong Kong. Harvey believes that Japan is now incubating a 3G applications environment that will be foremost in the world, where we'll see a whole slew of new business applications evolve specifically for cell phones. As evidence for his prediction, Harvey notes that two 3G mobile communication systems will compete for dominance in Japan: the W-CDMA system supported by the NTT DoCoMo Group and the J-Phone Group, and the cdma2000 system that KDDI plans to provide. In Harvey's opinion, each carrier will provide functionality for personal location services via 3G mobile phones. But as the competition heats up, they'll start competing with one another in how they leverage that functionality. That will give rise to a huge variety of marketing applications for providing information optimally matched to the location of each cell phone user, he said. As an example of the possibilities, Harvey suggested that an oil company might deliver electronic coupons for purchasing gas at discount prices to the cell phones of people located near gasoline stations. "With two different communication systems competing for supremacy, we'll undoubtedly see all sorts of other applications emerge that nobody has ever imagined before," Harvey said. Related story: Ericsson, J-Phone Team for 3G Mobile Telecom Services (Nikkei Computer)

To: Jenna who wrote (5948)	3/6/2001 11:33:57 PM
From: puborectalis	Respond to of 6445

Choices in Broadband The Internet-service providers have two main competitors; cable modem and DSL. Many feel that DSL will win out over the long-term, despite cable's early lead. At the end of 2000, about 3.9 million cable modems were used, which is expected to hit 7.3 million this year, 10.9 by 2002 and 14.4 million in 2003. DSL has only about 2.4 million, but many feel that they will be able to gain a great deal of ground in 2001 with 5.7 million this year and all the way up to 14.5 by the time we hit 2003. Recent AOL deal may drive cable, but only time will tell. SFA and ANTC are two stocks that would benefit from a in cable. Arnold Berman at Wit SoundView feels that DSL will be the ultimate winner over the long-term and companies like ADTN and PSIX would score. A third factor in the equation would be satellite providers making a bid for the space in the coming years. A move like that would benefit GMH, FNSR and CIEN the most.