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

To: Ramsey Su who wrote (23976)	6/20/2002 1:04:44 PM
From: ggamer	Respond to of 197027

I am sure Nokia is working hard to find a solution for an issue that they have been ignoring for too long. They are desperate and they know their days of high margins, high royalty rates, and high market controls are over. The kind of news that we are hearing today comes out of desperation. Todays news: 1) GSM will be growing in the next 5 years. 2) Unicom is getting out of CDMA market 3) BREW is the dark horse and it is late to the market 4) Nokia will be the market leader in CDMA and they will be in China soon I am not sure who advised China that they were able to sell CDMA phones at a higher cost than GSM. Did they listen to a GSM executive? Now that they have lowered their price we will hopefully see better results in couple of months. GGamer QCOM, Toll Gate to 3G Nokia, Toll Gate to FUD

To: Ramsey Su who wrote (23976)	6/20/2002 3:31:41 PM
From: brian h	Read Replies (1) \| Respond to of 197027

""Why? Unicom had totally abandoned the gsm - gprs migration path while 1x is already in place for 7 major cities. It would be rather difficult, not to mention costly, for them to reverse course. However, let us assume it is true, then the exact reverse of what lehman suggested would be true. It will be wildly bullish for most of the companies named."" In light of low GPRS sale in Europe and other parts of the world, all GSM operators are considering selling their GSM networks to AT&T Wireless (it needs a cheap second handed GSM networks to save some cash.) and abandon their network upgrade path to CDMA networks. A credible source indicated. :-)

To: Ramsey Su who wrote (23976)	6/20/2002 6:58:52 PM
From: carranza2	Respond to of 197027

From Yahoo unverified 11:11 ET Vodafone may go CDMA-- Guileman Sucks: Guileman Sucks, a major NY investment bank, says that QCOM mgmt in response to NOK management's claim that China Unicom could reevaluate its CDMA strategy, possibly by selling the struggling network in order to focus exclusively on its healthy GSM biz (checks suggest that Unicom is considering this as well); said today that Vodafone could reconsider its 3G migration path since the major impetus behind WCDMA--NOK--is plagued by Finnish incompetents who couldn't design a water glass if they were dying of thirst; if this were to occur, it would be negative for WCDMA wireless equipment names such as NOK, NOK, NOK and NOK, as there would likely be period of substantial slowdown in WCDMA network investment. Grieving.com notes that comm IC suppliers may be affected as well. A source at Grieving.com identified only as "Tyro" is said to have sustained a massive coronary infarct when he heard the news. His final words as he lapsed into unconsciousness were grim: "The horror, the horror..."

To: Ramsey Su who wrote (23976)	6/21/2002 12:28:30 AM
From: waitwatchwander	Read Replies (1) \| Respond to of 197027

Love for mobile telephony in Asia seen growing stronger dailystarnews.com AFP, Singapore As the week-long CommunicAsia 2002 technology trade fair draws to a close, views espoused by industry experts pointed in the same direction: Asia's love for the latest in mobile phone technology can only grow stronger. Apart from the huge population base, experts speaking at the region's top technology event ending Friday said Asians' way of life blended well with the features that came with mobile telephony. Unlike elsewhere, mobile subscribers in the region viewed the cellular handsets as a must-have item, industry leaders said. "The Europeans tend to use their mobile phones to increase efficiency, to save time while Asians tend to use their phone killing time," Claes Odman, president of Ericsson's Singapore operations, said Thursday. "So their whole lifestyle supports mobility," he said. Industry figures put Asia's mobile users at 310 million, about a third of the 930 million users globally and Odman said there was still ample room for growth because the overall penetration rate was just eight per cent. In India for instance, the mobile subscriber growth is around 80 per cent with a big middle class base of 300 million while in China, users numbered 160 million and the number was still surging. "People in this region are tech savvy and keen on the latest things so there are very strong fundamentals for growth in Asia," Odman said. "Personally, I think Asia is where mobile (telephony) will take off," he said. Asia is viewed an important testing ground for the full commercial launch of multimedia messaging service (MMS), seen as the successor to the phenomenally successful text-based short messaging service. Leading telecoms players are displaying their latest wares featuring MMS technology with several new handset models equipped with sharp and bright colour screens, as well as complicated ringing tones to accompany the visual effects. MMS allows colour pictures, animation, recorded sound and even video to be transmitted on existing wireless systems.

To: Ramsey Su who wrote (23976)	7/4/2002 8:17:10 AM
From: waitwatchwander	Respond to of 197027

Emerging telecom carriers condemn 'unfair competition' www1.chinadaily.com.cn (07/04/2002) (China Daily) China's emerging telecom carriers condemned dominant carriers for "unfair competition" and called for concrete protection from the government. China Railcom, a small player in the fixed-line telecom business, claimed employees of China Netcom - the dominant carrier in North China - "intentionally" cut off its network in a northern city and led to communication being down for several days. According to sources from China Railcom's branch in Tangshan, in northern Hebei Province, China Netcom cut off the telephone network of China Railcom three times between June 6 and 14. "Many users could not use their telephones," said Liu Rongfu, president of China Railcom's Tangshan Branch. "This rude action severely hurt China Railcom's reputation." A manager at China Netcom's Tangshan Branch responded to the accusation by stating the telephone line of Railcom was "too close" to Netcom's and was thus "unsafe" for Netcom's ordinary operation. The anonymous manager said he did not know whether any users had been influenced following the lack of communication. In a related development, China Unicom - a minor player in both fixed-line and mobile telecom - complained of unfair treatment by dominant players in both lines of business. In Sichuan Province, where the fixed-line telephone business is dominated by China Telecom, the Unicom network was allegedly cut off by employees of China Telecom, which led to an eight-hour communications halt for Unicom users. In Suining County of Sichuan Province, employees of China Telecom reportedly intruded into Unicom's operation centre on April 12 and cut off telephone trunk lines, which immediately stopped Unicom users' access to communication. The so-called troublemakers allegedly admitted what they did, claiming their supervisors asked them to do the dirty work. China Unicom severely suffered after experiencing hard market promotion for the newly launched code division multiple access (CDMA) mobile telecom services. Due to an extreme shortage in the supply of handsets, CDMA users grew slowly with only 800,000 subscribers in May; lagging far behind market expectation. China Mobile, the dominant mobile carrier, said in a conference the actual number of CDMA subscribers was only one-tenth of the number China Unicom announced. This was a heavy blow for China Unicom, as it further reduced investors' confidence in CDMA services. China Unicom made a fierce and quick response, and entrusted lawyers to settle China Mobile's "severe distortion and malicious depreciation" toward its competitor. China's telecom watchdog, the Ministry of Information Industry, recently reiterated its strong condemnation to related parties, and said the troublemakers would be punished according to the law. However, such cases happened time and time again, and very few people or companies are actually punished. Therefore, the government should launch the telecom law as soon as possible to ensure a healthy, fair and equal competitive environment, industry experts said. China still has no telecom law but only a Telecom Regulation issued two years ago.