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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 (19908)	3/5/2002 3:26:14 AM
From: brational	Respond to of 196650

This increased level of collaboration between Ericsson and Qualcomm in W-CDMA (and to some extent in CDMA2000-- but that's a given) bodes well for both companies. After losing out to Nokia in handsets, and seeing its lead in infrastructure threatened, Ericsson appears to be making the rational decision of turning to Qualcomm for competitive advantage. After acquiring Qcom's infrastructure division only to keep a lid on a potential competitor, it seems to be expanding cooperation with Qualcomm across the entire spectrum of 3G. First, the synchronous W-CDMA experimentation in Spain, and now the use of Qcom's W-CDMA chipsets. It is good to see Ericsson acknowledge that Qualcomm can help push forward the W-CDMA agenda, and can help them be the infrastructure vendor that actually delivers working UMTS systems and devices.

To: slacker711 who wrote (19908)	3/5/2002 7:14:05 AM
From: foundation	Respond to of 196650

Destination Tokyo - and not a minute to lose date: March 5, 2002 Ericsson's WCDMA supply chain is working flat out to meet the delivery deadline for J-Phone's 3G network in Japan. The operator must have a functioning infrastructure on time to ensure a successful commercial roll-out at the end of June. The scale of the undertaking can be seen when you compare it with the first GSM network roll-out in the early 1990s. The J-Phone network will be at least four times the size of that first network. Trucks are transporting containers daily to Arlanda and Skavsta Airports near Stockholm for flights to Japan and installation on site in Tokyo. The amount of equipment being delivered would fill a large football stadium. It is critical that Ericsson meets the delivery deadline. "We have promised to deliver on time," says Marcus Fahlström, Manager Forecast & Planning for WCDMA and GSM at Ericsson. "And it is vital to keep promises to maintain a good supplier-customer relationship. We must show our customers and the competition that we can supply in large volumes and meet a deadline." Ericsson is rising to the WCDMA supply challenge and the products are flowing in from factories in Sweden, France, Estonia, the UK and Poland to the centers in Sweden where configuration and production is centralized. The Flow Control Centers at Gävle, Katrineholm, Sundyberg, Linköping and Mölndal manage the orders, distribution and material flow. Market-specific products are being obtained on the Japanese market, which makes the process more efficient. Everyone involved in the WCDMA supply chain knows that J-Phone must work because this is only the beginning. Vodafone is close behind and 23 other leading customers are also straining at the leash. 3gnewsroom.com

To: slacker711 who wrote (19908)	3/5/2002 7:16:30 AM
From: foundation	Read Replies (4) \| Respond to of 196650

Sony Ericsson unveils six phones, one with camera By Lucas van Grinsven, Reuters 05 March 2002 Mobile phone maker Sony Ericsson unveiled six new mobile phones on Tuesday, including a handset designed especially for games and one with a built-in camera, and reiterated it wanted to be market leader in five years. At least three of the six new phones have colour screens and an always-on Internet capability - key features for creating, sending and displaying images on a mobile phone. The industry hopes that such functions will help to drive a new boom in mobile communications. Nokia, the world's biggest handset maker, does not have any colour screen phones in shops as yet, although it plans to launch one with a built-in camera in the middle of the year. Analysts played down the immediate threat to Nokia, the dominant player in the market, which makes more than one in three of all handsets sold globally. "Nokia is not really challenged in any big way because of the relatively small volumes expected and relatively expensive models from Sony Ericsson," said Mika Paloranta of Nordea Securities. Shares in Nokia were down 0.40 at 25.98 euros by 1120 GMT, while shares in Ericsson were down 1.00 euros at 48.20. The new phones from the London-based handset joint venture between Swedish telecoms equipment maker Ericsson and Japanese consumer electronics group Sony, are the first sold globally to carry the Sony Ericsson logo. Colour screens, plus easy-to-use functions, better games and new designs, are what industry experts see as driving mobile phone sales this year and Sony Ericsson, with an ambition to lead the market in five years, is rushing to grab market share. Sony Ericsson also announced it was on course for the launch of third generation mobile phone handsets at the year end. totaltele.com