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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: Jon Koplik who wrote (96249)	3/27/2001 6:32:08 PM
From: S100	Respond to of 152472

False starts aside, Qualcomm sets CDMA rollout (I have always heard that the third time is the charm, one more to go?) Tuesday, March 27, 2001, 13:32 By BARRY PARK, FAIRFAX IT After one false start, United States digital wireless company Qualcomm has announced a second attempt to set up a code division multiple access (CDMA) network in Australia. The company said in a statement released in the US today that its wholly owned subsidiary, 3G Investments (Australia), plans to immediately begin preparations to deploy cdma2000 1x/1xEV networks with commercial 3G services expected in 2002. 3G Investments was a successful bidder for 2x10 MHz licenses in this month's Australian thirdgeneration (3G) wireless spectrum auctions. Qualcomm said it won the licenses at the Australian Communications Authorityset minimum reserve price of $159 million ($US79 million). It said the licenses cover 12.3 million potential customers in eight major capital city markets, including Sydney, Melbourne, Brisbane, Adelaide, Perth, Hobart, Darwin and Canberra. Qualcomm said it believed wireless mobile average data volumes would increase to more than 200Mb per user per month by the year 2006. “In a data capacity driven environment, it is projected that the network cost to an operator of a user consuming 200Mb of data per month would be $US4 per month for cdma2000 1xEV, $US14 with WCDMA and $US83 with GPRS,” the company said. cdma2000 1xEV supports peak data rates of up to 2.4Mbps in a standard 1.25MHz frequency channel. Qualcomm, through its subsidiary OzPhone, was expected to provide digital wireless services using CDMA technology from the second half of 1999. However, in late 1999 the company owned by Leap Wireless International of the US, sold its CDMA spectrum to AAPT for $25 million. Most of the 800MHz spectrum, covering Brisbane, Perth, Cairns, Mackay, Maryborough, Grafton, Tasmania and regional western areas and spanning a potential 5.4 million people, was bought at auction for less than $10 million in 1988. At the time Qualcomm said it would immediately roll out digital wireless and wireless local loop (WLL) services in several major metropolitan and suburban areas of Australia. it.mycareer.com.au Just OZing around?

To: Jon Koplik who wrote (96249)	3/27/2001 8:10:44 PM
From: waverider	Read Replies (4) \| Respond to of 152472

Jon, for God's sake all these shortfalls and warnings are saying something about the overall economy. If the economy continues to slide, so will QCOM. Thus "sell QCOM" makes sense to those who are concerned about it...especially when one reads the INFRASTRUCTURE guys like NT are in deep trouble: OTTAWA (Reuters) - Nortel Networks Corp. (Toronto:NT.TO - news) (NYSE:NT - news) confirmed analysts' worst fears on Tuesday as the world's No. 1 supplier of telecommunications equipment further slashed its first-quarter estimates and said it would cut 5,000 more jobs amid an ongoing downturn in the U.S. economy and pricing pressure from competitors. The economy sucks, therefore sell QCOM. <H>

To: Jon Koplik who wrote (96249)	3/27/2001 8:20:33 PM
From: straight life	Read Replies (3) \| Respond to of 152472

Verizon's 3G plans upset Vodafone By Dan Roberts in London and Richard Waters in New York - Mar 28 2001 00:00:00 news.ft.com A dispute over mobile phone standards has caused a rift between US operator Verizon and Vodafone, the world's biggest mobile operator. The two are at odds over use of a US third generation technology that is incompatible with that in Europe. Verizon Wireless, a joint venture controlled by Verizon but 45 per cent owned by Vodafone, announced plans to build a 3G network using CDMA2000 rather than the UMTS standard employed by Vodafone's other overseas networks. This could make it impossible for business travellers to use the same phone on both sides of the Atlantic. Vodafone fears it would undermine its global strategy. It has persuaded its US partner to say a final choice has yet to be made. But the dispute remains unresolved and could cause a more serious conflict if Verizon persists in its apparent preference. One insider said a lack of agreement could force Vodafone to sell its Verizon Wireless stake, although this was described as extremely unlikely. People outside the company have suggested Vodafone could react in the same way it did with Mannesmann - another foreign partner perceived disloyal - and launch a bid for control of the company. In a statement last week, Verizon Wireless said it would launch this year a high-speed data service based on the CDMA2000 wireless standard and "also will deploy" the full CDMA2000 3G technology because it was compatible with its existing infrastructure. On Tuesday Verizon Wireless said it might eventually opt for the UMTS standard (also known as wideband-CDMA), which Vodafone and other European carriers plan to adopt. A decision was unlikely for two or three years, it said, given the pace of technology change in the wireless industry. "Anyone that commits this far in advance is asking for trouble," it added. Vodafone said: "International business customers are an important part of our business and we are confident that a technology will be chosen that will be in the best interests of both partners." The problem could be solved if manufacturers produced a dual-mode handset, and it suggested a software solution was possible. However, this was disputed by UMTS specialist TTPCom, which said the two standards were too different. Verizon's postponing a decision was seen by analysts as an attempt to appease Vodafone without abandoning its technology plans. The US company is "making a pretty big investment [this year] and going down the road of CDMA2000", said Frank Marsalla, an analyst at ING Barings in New York. That made it highly unlikely it would switch course towards CDMA later. © Copyright The Financial Times Limited 2001.