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.

Technology Stocks : Ericsson overlook? -- Ignore unavailable to you. Want to Upgrade?

To: Mika Kukkanen who wrote (4756)	6/18/2001 10:14:35 PM
From: Eric L	Respond to of 5390

re: Ericsson GM47 and GM48 GPRS Modules >> Ericsson Intros GPRS Modules for Wireless M2M Communication Jun 18, 2001 Business Wire Ericsson introduced its newest GSM dual band 900/1800 and 850/1900 modules based on GPRS, the GM47 and GM48 respectively. The unique benefit of implementing GPRS in machine-to-machine communications is the possibility of transferring large amounts of data and being always connected. Demand for GPRS modules has increased as GPRS networks are rolled out. This offers new business opportunities within machine to machine communication (M2M) for business, convenience and leisure applications. Modules are used to enable M2M communicating via wireless networks. The wireless M2M marketplace is currently undergoing rapid development and until now most applications have been based on SMS and voice. Now that General Packet Radio Services (GPRS) is being rolled out, innovative business opportunities arise within M2M. The always on, pay for volume of data and possibility of transferring large amounts of data in a short time (up to 115kbps) offers notable business opportunities for operators and service providers M2M communications solutions with GPRS are well suited for navigation, mobile payment, alarm, traffic information, monitoring and control, mobile office etc. It is also suitable for business applications, e.g. e-mail, remote LAN access, as well as for leisure "fun" applications such as download of games, video or music. "Ericsson has continued to strengthen its position during the last 12 months within wireless M2M communication," said Gunilla Nordstrom, VP and General Manager at Ericsson Mobile Communications. "We are determined to be the driving force in this emerging market, as well. Moving toward an all interconnected world will offer new business opportunities only limited by our own imagination." M2M applications requiring Bluetooth and/or GPS interoperability, digital audio capability or Internet connectivity, will immediately benefit from faster integration processes and time-to-business advantages that the GM47 will provide. Limited pre series of the new GM47 will be available during the fall, with volume deliveries this year. Volume deliveries of the GM48 are planned for beginning of next year. << - Eric -

To: Mika Kukkanen who wrote (4756)	6/21/2001 10:22:39 AM
From: elmatador	Respond to of 5390

ERICSSON: GRIM OUTLOOK FOR SYSTEMS ACC TO TOP ANALYST - DI (News agency Direkt) -- Morgan Stanley`s top Ericsson analyst Angela Dean thinks that the company is facing an even bigger problem than those related to the mobile phone business: a decline in mobile systems growth, according to an article in Thursday`s edition of Dagens Industri. "At the beginning of the year, we have seen that sales have dropped and that the margins have decreased on the systems side. That was the first sign of a decline." "If I try to look ahead, I see that growth for second generation`s mobile systems will be weak or basically zero. It mostly because operators in western Europe have to restrain investments in the old networks in order to make room for huge 3G costs," she said, adding that another worrying signs is that price pressure is mounting. As for 3G, she expects Ericsson`s share of the 3G contracts to drop from the current 40% to 30%. "Technical problems, lower volumes and discounts that vendors use to win contracts put pressure on the 3G margins. That means that margins won`t even come close to what Ericsson made on the GSM systems. Those markets were above 40% and today they are rather at a level of 25%," she said to the paper. Despite the gloomy outlook, Dean pointed to five areas that have the potential to boost Ericsson`s stock price including positive surprises next year from mainly GPRS contracts, higher-than-expected profit from restructuring measures, a divestment of non-core operations such as cable business and a better strategy for fixed networks, according to DI.

To: Mika Kukkanen who wrote (4756)	6/28/2001 8:13:57 PM
From: Eric L	Read Replies (1) \| Respond to of 5390

re: Ericsson - The Turnkey cdma2000 Threat to Nokia - 802.11b and 3G Significantly, Ericsson is deliberately targeting operators running TDMA networks with its CDMA technology. It argues that the ANSI-41 based back-end systems of the TDMA operators can be migrated over to CDMA. By contrast, Nokia, with 800 MHz GSM technology, has been encouraging TDMA operators to move to GSM. There are presently around 16 handset manufacturers supplying CDMA handsets, however. Ericsson claims to be the only manufacturer with a complete CDMA solution, providing the base stations, the switches, the IP integration, and CDMA handsets from the same source. >> Ericsson Shows Live 3G Link With Wireless Ethernet Tony Dennis Total Telecom Hong Kong 12 June 2001 The ability for wireless Ethernet (802.11b) and 3G technologies to happily coexist was proven by Ericsson at the 3G CDMA World Congress in Hong Kong Tuesday. Ericsson's live demo shows a portable PC 'roaming' from a high-speed 3G CDMA network connection onto an industry standard wireless LAN (W-LAN) and then back again. The demo involves a laptop computer fitted with both a CDMA modem and a standard 802.11b NIC (Network Interface card). While the NIC cards are already shipping, the CDMA modem is still a prototype (whose physical size dwarfs a Compaq iPAQ, for example). Ericsson claims the demo rig is 3G compliant, working to the CDMA2000 1xEV-DO standard. The latter offers speeds up to 2.4 megabits per second, although actual demonstrated speeds were closer to 700Kbps when attendees were shown a video clip of the forthcoming Lara Croft film being streamed to the PC. The Ericsson cards that add an 802.11b capability to a CDMA base station are already available for operators that wish to learn how to support their paying subscribers with a WLAN capability - in airports and at train stations, for example. Suitable 1xEV cards are not expected until at least Q4 2001. Ericsson's demo counters claims from companies such as Jippii that installing public 802.11 base stations can dispense with the need to roll out expensive 3G networks. W-CDMA and 802.11 working together has yet to be shown, although GSM and 802.11 co-existence is commonplace. Significantly, Ericsson is deliberately targeting operators running TDMA networks with its CDMA technology. It argues that the ANSI-41 based back-end systems of the TDMA operators can be migrated over to CDMA. By contrast, Nokia, with 800 MHz GSM technology, has been encouraging TDMA operators to move to GSM. There are presently around 16 handset manufacturers supplying CDMA handsets, however. Ericsson claims to be the only manufacturer with a complete CDMA solution, providing the base stations, the switches, the IP integration, and CDMA handsets from the same source. << - Eric -

To: Mika Kukkanen who wrote (4756)	8/8/2001 6:24:36 PM
From: Eric L	Read Replies (1) \| Respond to of 5390

Mika, re: 4G Wireless - Beyond 3G Occassionally there has been some discussion on this thread about 4G Wireless. For those that are interested in this (somewhat undefined) subject I have started a thread devoted to it: Subject 51577 I have taken the liberty with seeding the thread with a dozen or so clips and links, to attempt to position where 4G is or is not at. While it might seem a bit premature to start discussions on 4G: * Nokia and Ericsson have been engaged in 4G research since 1999 * Europe started wireless planning "Beyond 3G" in 2000 with the formation of the Wireless Strategic Initiative (WSI) Think Tank. * Alcatel, Ericsson, Nokia and Siemens created the "Wireless World Research Forum (WWRF)" in 2000 to commence planning for wireless beyond 3G. * In 2000 NTT DoCoMo: - commenced building a new R&D Center adjacent to its existing R&D Centre, in Yokosuka Research Park which will be used solely for research and development of fourth generation wireless systems from spring 2002. - partnered with HP to jointly develop multimedia delivery and network applications over fourth-generation (4G) wireless broadband networks. * In 2001 NTT DoCoMo: - announced they hope to launch 4G broadband mobile services in 2006 or 2007, up to four years earlier than originally planned. - announced planning for 5th Generation phones for 2020 & beyond. * Japan finalized the 1st basic specs for 4G in May 2001 in a joint effort of Japan's Telecommunications Ministry, NTT Docomo, KDDI, Japan Telecom Co, Sony, Matsushita NEC, and Fujitsu. * Five Korean companies have formed specialized research teams for 4G. They include Korea Telecom (KT), KT M.com, SK Telecom (SKT), LG Electronics (LGE) and Samsung Electronics. * Given the importance of international standardization, the Korean government plans to form a cooperative network between Korea and China and Japan to develop standards for 4G services. While some people may view the ongoing industrial drive for 4G to be somewhat premature given the absence of a 3G service, many analysts consider it a strategic move to take the initiative in the future telecom market. - Eric -