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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (17018)	12/2/2001 12:38:20 PM
From: waitwatchwander	Respond to of 197214

TCL Mobile Phones Launched in Hong Kong --------------------------------------------------------------------------- Story Filed: Sunday, December 02, 2001 3:35 AM EST HONG KONG, Dec 2, 2001 (Xinhua via COMTEX) -- TCL Mobile Communications Company Limited, the leading mobile phone manufacturer in China, announced Sunday the launch of its mobile phone series in Hong Kong, marking its first step to the overseas market. Li Dongsheng, chairman of TCL Holdings, said at the launch ceremony that the mobile communications industry has the highest potential for development in the Chinese market in the 21st century, and TCL Mobile has successfully established its competitive advantages. Formed in March 1999, TCL Mobile has achieved the status as the most profitable and one of the highest sales volume domestic mobile phone manufacturers in China. During the first three quarters of 2001, TCL Mobile had achieved a sale volume of 650,000 mobile phones in the Chinese mainland and the total sales for the whole year is expected to exceed 1.2 million mobile phones, said Li. Liu Fei, vice president of TCL Mobile, said TCL Holdings and U.S. Qualcomm had signed a cooperation agreement to jointly develop CDMA mobile phones. As an effort to increase popularity of TCL Mobile products, the company has established a TCL Mobile Multimedia Terminal R&D Center in Huizhou, Guangdong Province, to further develop the mobile communications market and to develop its original design manufacturing (ODM) business in the future. "Our aim is to gradually develop and enhance TCL to become a reputable international brand. The official launch of our mobile phones in Hong Kong represents the first of our initiatives to enter the overseas markets as well as to increase consumers' recognition and support of the TCL brand," Li added. Copyright 2001 XINHUA NEWS AGENCY Copyright © 2001, Xinhua News Agency, all rights reserved.

To: carranza2 who wrote (17018)	12/3/2001 9:44:56 AM
From: Eric L	Respond to of 197214

c2, << If excluding QCOM was not a planned, concerted effort, then I'm the Tooth Fairy >> Rejecting Qualcomm's strategic initiative to have a single converged standard based on Qualcomm narrowband cdma architecture as encapsulated in the "5-Points", and forcing capitulation on that issue was indeed the result of a "planned, concerted effort", on the part of European, Asian, and American vendors and carriers, first in 3GIG and then continuing on in 3GPP. There is absolutely no question about that. Committee-based standards are by their nature designed to prevent any single company from gaining strategic control of the architecture of a platform and gain the competitive advantage that results, regardless of who holds IP rights to components of the overall architecture .or how those IP rights are applied (cross licensing, pooling, toll-collecting). If this was simply a matter of achieving a revenue flow from IP we could all sit back, relax, clip coupons, and not worry about the degree of penetration cdma2000 is able to achieve in the wireless world relative to GSM/3GSM, since Qualcomm is paid on 3G3 in identical or at least similar fashion to the way it is paid for cdmaOne. Qualcomm's bullet-proof IP platform prevailed justifying the faith that those of us who invested well ahead of the ERICY accord knew (thought? hoped?) it would. I don't think that there is any doubt that Qualcomm has strategic control of the architecture of cdma2000, the cdma2000 standard, or the cdma 2000 platform. Qualcomm (with several key members of its value chain) just successfully withstood a "planned, concerted effort" on the part of Motorola, Nokia and others to diminish that control at least to some degree, in formulating the framework for 1xEV-DV. The question now becomes to what degree cdma2000 can gain acceptance in the overall mobile wireless market. IMO, the degree to which it does, directly affects the eventual valuation of our QCOM investment, irrespective of the fact that QCOM is paid for its essential cdma IP, which is a given, and has been a given for quite some time. For some clue as to where Vodafone (which was what we were talking about) stands on the issue of open v. proprietary architecture and standards, please note that they are one of the 4 carriers (20 companies) that has recently founded the Open Mobile Architecture initiative. OMA is just one more potential barrier to any one company, be it Microsoft, Intel, IBM, Cisco or Qualcomm or whomever, obtaining architectural control of a platform, or standard, whether that control be de facto or de jure, with the resulting competitive advantage. The only work around to that now is market acceptance and technology adoption of (in this case) cdma2000. Planned? You betcha. Strategically so. Concerted? You betcha. Strategically so. ... so you are not the Tooth Fairy. <g> As for ETSI, you might want to worry more about ITEA and whatever analogous initiatives that exist in Asia. Those initiatives related specifically to IT as it converges with wireless and are both "planned and concerted" efforts. - Eric -