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Pastimes : The New Qualcomm - write what you like thread. -- Ignore unavailable to you. Want to Upgrade?

To: S100 who wrote (2926)	5/17/2001 11:28:56 PM
From: Maurice Winn	Respond to of 12249

<If you want to be part of the next generation mobile market in China, you must adopt TD-SCDMA in China or faces begin kicked out of its domestic market, warned Yang Yigang, vice-president of Chinese Academy of Telecoms Technology (CATT). > Yeah right! What advantage does TD-SCDMA have that cdma2000 doesn't? It seems that a lot of these VW40 people know the price of everything and the value of nothing. Sure, China could ban anything not Made in China, which won't do much for their WTO aspirations and will mean that their sales overseas will grind to a halt. They would anyway have to pay the royalty rates for QUALCOMM technology or be cut off from the world. Just how long do they want to wait to save a few measly bucks on royalties? Are they just low-life stealing cheapskates who thieve for a living or will they pay the developers the price required? QUALCOMM has developed some brilliant technology and it's ready now at really cheap prices. It performs better than any other technology including TD-SCDMA which doesn't have any theoretical advantages that I'm aware of. Maybe Yang Yigang could explain the advantages instead of threatening to "kick out" competitors. Just who does he think will do the kicking? Anyway, I think Yang Yigang is a great name and I'm sure he is a real charmer with nothing but the interests of the proletariat at heart. <Yang said China is developing its own standard for third generation mobile network and the domestic patent-owned TD-SCDMA would save domestic companies great sum of money.> Just how is it going to save domestic companies great sums of money? They'll supply the technology for no charge? What about the parts which are owned by QUALCOMM? There is NOBODY who can be taken seriously who claims to have a 3G mobile service in CDMA which doesn't require both QUALCOMM and Spinco patents. Nevertheless, I'm sure Yang Yigang has great gonads and I hope he has 1000 children. Mqurice

To: S100 who wrote (2926)	5/18/2001 12:14:27 AM
From: Maurice Winn	Respond to of 12249

* Loyalty whining from China and Korea * Here is why Korea and China should stop whining about royalties and get with the programme; or stay with it in Samsung's case. Message 15817146 <If you make mobile phones and your name isn't Nokia (NOK), chances are you're having a miserable year. But there is one set of players doing quite nicely: the South Koreans. In the first three months of this year, Samsung Electronics Co. (SSNHY), LG Electronics, and smaller Korean producers boosted their exports of cell phones by more than 10%, to $1.5 billion. During the first quarter, Samsung's telecom-equipment business made an operating profit of $177 million on sales of $1.46 billion. How have the Koreans sidestepped the carnage? Mostly via their early adoption of CDMA, a digital standard originally devised by San Diego's Qualcomm Inc. (QCOM) that is gaining popularity in the U.S. As a result, Samsung has emerged as the top supplier of digital phones to the U.S.: It sold 5.8 million there last year. That CDMA expertise also positions the Koreans for 3G, the next generation of wireless communication that will allow users to transmit such broadband applications as video. Versions of CDMA will underpin 3G networks around the world. ``CDMA is our biggest asset,'' says Park Sang Jin, Samsung's marketing chief. ``We hope it will serve as a springboard to vault into the top tier.'' Then there are Korea's hot-selling handsets. Last year, Consumer Reports conferred its No. 1 rating on Samsung's SCH-3500, a $149 Web-surfing model that lets users switch between analog and digital transmission. In a break with the past, Samsung is going upscale, avoiding the cheap phones that service providers practically give away. Samsung is launching eight CDMA phones in the U.S. this year. One is the SPH-I300, at $500, which doubles as a PDA running the popular Palm operating system. What makes this phone special is a speaker function that leaves hands free to take notes--directions or diary entries, say--while having a conversation. LG isn't far behind. The $200 Internet-enabled DM510 helped propel its U.S. sales to 1 million handsets during the first quarter. ``CAN DO.'' An ability to innovate on demand has made the Koreans popular with such leading mobile operators as Sprint PCS Group (PCS) and T-Mobil of Germany. ``When we want to put in certain browsers for text messages, they're very fast to design a new handset for it,'' says Brian Finnerty, Sprint's senior director for new products. ``They're the only ones who say: `We can do that. No problem.''' > Well, they can't "do that" if they don't have CDMA. It seems that despite the huge royalties which are weighing them down, they are doing okay. What a surprise. China can do the same. 2.5% or 7% doesn't make much difference to China or consumers but it makes a huge difference to QUALCOMM and future developments. So, just pay up, smile and say thank you. Anyway, as I pointed out, any saving on loyalties will just end up in spectrum charges in the government's pocket [and we all know how much money they waste]. If it goes to QUALCOMM, we'll spend heaps of it on new developments, faster, smaller, cheaper and more efficient ASICs, BREW, Eudora, Globalstar, RadioOne and all that jazz. Mqurice PS: By the way, George Gilder [GG] doesn't "Get It" that royalties are too low already and that's [to some extent] why spectrum prices were so high. They also overbid since they didn't actually have any technology with which to use the spectrum bought. GG thought that QUALCOMM should lower royalties to help get CDMA going and to forestall competitive efforts [which won't slow at all even if Q! charges zero royalty]. If Q! charges a LOT of royalty, Q! can be the one to develop the next technology anyway.