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

To: slacker711 who wrote (19684)	2/28/2002 9:50:11 AM
From: Eric L	Read Replies (2) \| Respond to of 197258

Slacker, << It sounds like Matsushita and NEC are announcing completion of a W-CDMA chipset ....>> ... actually taking it a step further and we have a new entry in the mobile OS wars: Message 17127192 Agere Systems was quoted. They are of course the (former) microelectronics division of Lucent. I don't recall them listed as a Qualcomm chip license. Does Lucents license travel to Agere or will a new one be required. - Eric -

To: slacker711 who wrote (19684)	2/28/2002 11:44:18 AM
From: slacker711	Read Replies (1) \| Respond to of 197258

This is a pretty big order....Delhi has about 1 million total subscriber. MTNL has about 55,000 GSM subs in Delhi....I havent seen any estimates of the number of WLL subs. Also good to see that they are going with the standard implementation of CDMA. in.biz.yahoo.com MTNL exploring joint venture route for Net telephony push By Thomas K Thomas NEW DELHI, 27 FEBRUARY ADVERTISEMENT Mahanagar Telephone Nigam Ltd (MTNL (MTNL.BO, news) ) is considering to set up a joint venture for its foray into Internet telephony. The state-owned telecom major is exploring the possibility of a joint venture with a number of telecom players and Internet service providers (ISPs) to jointly fund the venture. A decision to this effect was taken at the MTNL's board meeting held on February 14. MTNL has also decided to introduce Internet Protocol (IP)-based voice services between Delhi and Mumbai. The company is working out a detailed project report including the cost estimates. In another development, MTNL has decided to purchase A+ switching equipment, instead of the V5.2 platform, from Motorola for 1,50,000 code division multiple access (CDMA)-based wireless in local loop (WLL) subscribers in Delhi. The move is interesting as it settles the controversy on whether WLL operators should be restricted to use just V5.2 or permit them to use any other enabling technology. While the department of telecom (DOT) has said that basic operators can use any technology including V5.2 for WLL limited mobility services, Telecom Regulatory Authority of India (Trai) and some cellular operators had suggested that basic operators should use only V5.2 only as the technology will automatically restrict the basic operators from extending the range of WLL mobility services beyond a local calling range. The decision from MTNL will also be a lead for other basic service operators who wanted to offer WLL services but were unsure of the regulatory requirement on the switching platform to be used. The move to float a joint venture for Internet telephony comes in the wake of Trai's recommendations to allow the services to ISPs without any additional licence fee or entry fee. Trai has said that Internet telephony should be part of ISPs licence as a value-added service. If MTNL decides to go for a joint venture project, it would be through its ISP business—Bharat On-Line, company sources added.

To: slacker711 who wrote (19684)	2/28/2002 11:52:14 AM
From: tradeyourstocks	Read Replies (2) \| Respond to of 197258

Sounds like Matsushita and NEC are about 1 year behind QCOM in WCDMA chipset and software development. Pretty interesting considering that QCOM blew off WCDMA for the better part of 1990's. I wonder how long it will take Q's competitors to bring their chipsets to the same level of integration that Q has in its latest generation of chipsets? That mixed-mode stuff is pretty tricky. microe