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


To: Steve168 who wrote (24001)6/21/2002 1:27:23 AM
From: waitwatchwander  Read Replies (1) | Respond to of 197028
 
How Can China Catch the Huge Opportunity of 3G

hoovnews.hoovers.com

CHINA, June 21, AsiaPort -- Currently, global 3G tide was cooling down, which mainly resulted from the followings:

1, The 3G technology was still in experimentation, not fully developed.
2, Lack of content and application.
3, The mobile phone SMS business diluted the 3G's enthusiasm.
4, The development of 3G also faced the dilemma of disunified standard.

Currently, the global 3G mobile business center was transferring to Asia, especially to China, China should seize upon the opportunity to develop 3G market and to issue 3G license.

China now had 0.15 billion mobile phone subscribers and which still multiply at an annual growth rate of 60 million. Chinese 3G market scale would reach 1000 billion yuan approximately. Moreover, international telecommunication operators also coveted Chinese 3G market.

Chinese 3G market had huge potential, the formal initiation of several 3G network would demand for construction investment of 200 billion yuan, which would contribute tremendously to the growth of national economy.

The key point of Chinese 3G development was to develop Chinese own 3G standard. Right at the moment when the WCDMA and CDMA2000 was put off, China should press ahead to develop Chinese own 3G standard --TD-SCDMA.

In conclusion, to accelerate the development of 3G market would foster the development of domestic 3G industry, and would further shorten the lap between domestic enterprises to multinationals.

Copyright 2002. All Rights Reserved.

Financial Times Information Limited - Asia Africa Intelligence Wire

Copyright © 2002 Financial Times Limited, All Rights Reserved



To: Steve168 who wrote (24001)6/21/2002 1:43:05 AM
From: waitwatchwander  Respond to of 197028
 
Imaging to change telecommunications

nst.com.my

By AIMIE PARDAS

A picture is worth a thousand words, as the saying goes. In telecommunications, pictures, or graphics, have only started to be one of the forms of communicating through a mobile phone, besides voice and text messaging. Frost & Sullivan’s mobile communications programme leader Carles Ferriero says the influence of imaging on services and equipment markets have been quite modest.

“Until recently, network speeds were not sufficient to send and receive images at a shorter time and in a more cost-effective manner, and devices were not powerful enough to display them, much less capture and manipulate them.” However, the industry may be at a turning point as carriers worldwide are starting to deploy the multimedia messaging service (MMS) infrastructure, with some services already available in the market.

For example, South Korea and Japan have been quick to deploy and eager to showcase camera-phones and photo messaging, to overwhelming consumer response. In Japan, photo messaging and camera-phones have been a key contributor to KDDI and J-Phone overtaking DoCoMo for the first time in Net subscriber additions, Ferriero says. “We are seeing interesting changes in markets where these services have been around. Consumers have embraced these services very quickly. “The use of images is very powerful and creates significant emotional connections. It seems to be true that a picture is worth a thousand words, and users are happy to pay a lot less ?? to send and receive images.”

Consumer application.

However, imaging in telecommunications seems to be more for the consumer than the enterprise market. “In the enterprise, the return is not so clear. There may be opportunities in specific sectors, but MMS seems to remain by and large a consumer application,” Ferriero says, adding that imaging will be a key element in the future of mobile communications. “If the projections of the industry are correct, MMS could dramatically change the way we interact with our phones, the way we communicate with others and could also change the size of our phone bills!”

Meanwhile, Ovum Asia-Pacific senior analyst Jeremy Matthews says while current imaging capabilities have given users a much richer experience, imaging in telecommunications will probably be more prominent from the MMS angle. “We will see serious development with changes expected in six to 18 months, particularly MMS in Asia-Pacific and Western countries,” he says. Ovum forecasts that almost nine billion MMS messages will be sent worldwide this year, with the number almost tripling next year. In Malaysia, Ovum reckons MMS will start in 2004, when about 17 million messages are expected to be sent in a year, compared to a global market forecast of about 70 billion MMS messages in the same year. The number is expected to grow almost nine times in 2005 in Malaysia, but the number of MMS messages sent is expected to grow at a declining rate in the next two years.

Business usage may be restricted, but Matthews does see some businesses that can take advantage of the ability to see images through the mobile phone. For example, a salesman who needs a map or an emergency medical personnel who needs instructions are potential users of the technology, he says. And these people may use other mobile devices such as personal digital assistants embedded with general packet radio service (GPRS) and better screens. “As long as they are prepared to carry around something bigger,” Matthews says.

“Mobile is unique, in it is a very personal device and not usually shared. You can be anywhere and as long as the image does offer convenience, then absolutely,” he adds. Imaging in telecommunications is going to be big, but there are still a few things that need to be improved such as handsets, network and content. However, the next two to three years will see more experimentation, Matthews says.

Global standards.

Several mobile phone manufacturers are using Sun Microsystems’ Java 2 platform, Micro Edition (J2ME) software for their mobile phones such as Nokia, Motorola and Siemens. Sun introduced the J2ME software to provide Java technology solutions for a post-personal computer world. J2ME technology maintains the qualities of Java and addresses the consumer space, and covers appliances from smartcards to pagers to set-top boxes. Possible Java applications on the mobile phone include games and news feed applications such as stock information or news within a self-contained application. Sun Microsystems’ wireless business group senior technologist Johan Fantenberg believes that there will be a push for developer standards within Java to allow Java clients to interact with MMS. For example, Java can be used for mobile photo albums and is suited for mobile commerce (m-commerce) services. The lack of standards is where Java can come in. “Java is a common process driving the global standards. Therefore, working in Java would be of value so developers can focus on developing applications and not on different standards,” Fantenberg says.

Most of the applications are expected to start with leisure infotainment, but can be used for the mobile workforce who needs to inspect or inform something, he adds. However, there is a need to have a one-step process to access the information, an understandable billing model. It is also important not only to go for global, well-known content, but also for regional and local content, Fantenberg points out.



To: Steve168 who wrote (24001)6/21/2002 2:00:20 AM
From: waitwatchwander  Respond to of 197028
 
Japan's new kind of phone sex

redherring.com

Tokyo-based 104.com offers novel personal information management services.
By Niall McKay
June 20, 2002

Many women in Japan reach for their cell phones rather than their diaphragms when they're getting hot and heavy. They push a button to reveal an animation of a Koala bear climbing a tree. If the bear climbs up the tree, the woman's temperature is rising and she may be ovulating. If the bear climbs down the tree, conception is unlikely. Japanese women are using the system to plan pregnancy.

The application is one of several personal information management services offered by the Tokyo-based mobile application service provider 104.com. Another, used for tracking weight gain or loss, displays a pig.

Each morning thousands of Japanese women record their body temperature and enter it into software that, after a month or so of use, can calculate a woman's average temperature and determine if she is ovulating. Though 104.com will not say how many woman use its service, it claims to have the largest ovulation database in the world.

The company provides mobile content services for the cell phone providers NTT DoCoMo, KDDI, and J-Phone in Japan. "We're not interested in providing data services in other markets," says Arjen van Blokland, 104.com's vice president of international business development.

The underlying technology will not penetrate other regions unless cellular providers abroad buy the software. Then couples in the United States and Europe could enjoy foreplay with Koala bears and cell phones, too.



To: Steve168 who wrote (24001)6/21/2002 2:03:46 AM
From: waitwatchwander  Respond to of 197028
 
Tiny chip morphs phones into cameras.

story.news.yahoo.com

Thu Jun 20, 1:11 PM ET
Aloysius Choong

A new camera chip that's smaller than a dime could pave the way for more-compact mobile phones with digital imaging capabilities.

Developed by mobile imaging solutions developer TransChip, the TC5600, which measures 5 millimeters across, is based on a power-saving, single-chip design, said Avi Strum, president and chief operating officer of Israel-headquartered TransChip.

"Current imaging technologies often require multichip solutions in order to capture an image, process the colors and compress the image to a size suitable for transmission over wireless networks, but we have developed a single-chip camera solution to accomplish this," Strum said in an interview at the CommunicAsia conference in Singapore.

According to Strum, the TC5600 consumes one-third of the electrical power of a traditional camera chip in a cell phone. This would result in phones with increased battery life.

Each unit would cost handset makers between $10 and $15 to incorporate into a mobile phone, he said.

The chip supports image resolutions of up 376-by-296-pixels, and also offers video capture at a rate of up to 15 frames per second.

TransChip is currently in discussions with handset makers in Taiwan, Korea and China to integrate the imaging chip, Strum said, but declined to reveal their identities.

In the pipeline is a camera chip with an integrated MPEG-4-encoder, which will allow for video telephony over General Packet Radio Service (GPRS) networks. This device is expected to be ready in two years.

Aloysius Choong reported from Singapore.



To: Steve168 who wrote (24001)6/21/2002 2:09:51 AM
From: waitwatchwander  Read Replies (1) | Respond to of 197028
 
Siemens market expansion to focus on China and US

biz.thestar.com.my

By THEAN LEE CHENG in Singapore
Thursday, June 20, 2002

SIEMENS AG will concentrate on China and the US to expand its market.

Its president for mobile phones division Peter Zapf said the company currently held the number 2 position in Europe and third place in China, India, Thailand, Indonesia, the Philippines and Vietnam.

“Just a couple of years ago, we were number 8. Last year, we were among the top 3 in terms of mobile phone sales globally. The move to the US would help us gain better position in the global market, not to mention our strategic market in China.

“Coupled with that is our strategy of innovation where we will introduce new phones with better value-added services every two to three months. This strategy will help us gain market share,” Zapf told reporters after launching three models – the CL50, C55 and A50 – in Singapore. The new phones would be retailed in the region by the fourth quarter of this year.

Siemens stocks started trading on the New York Stock Exchange earlier this year. Its quotation across the Atlantic is expected to boost its market share and position in the US market, Motorola’s home turf.

Besides its strategy of innovation, Zapf said its focus on the US and China markets would call for a “think global, act local” move.

“The US market is exciting. We will have to tailor-make products for that market and in the Asia Pacific region,” he said.

Another strategy would be to leverage on its various partnerships. It has friendly agreements with both Motorola and Nokia. The Siemens-Nokia framework agreement would result in both companies sharing research and information based on platforms.

“This would help us to go for new mobile services and enable the market to grow and at the same time, to build a new community of applications,” said Zaph.

He said mobile phone applications would largely move into three areas – voice-centric, data-centric and fun-centric. There would be a lot of different development in terms of features and technology, said Zaph.

On the “replacement market” where 77% of total global phone unit sales by 2005 would come from consumers replacing older phones, he said there would come a time where consumers would have two or three phones in order to make use of the various applications available.

“This will happen in some countries, so it makes sense to not just concentrate on voice,” Zaph said.

Short messaging system (SMS) has been very popular in the Philippines and other Asian countries. A variant of that application is Multimedia Messaging System(MMS) where a mobile phone user can see the person he is talking to with the help of a display feature on the phone screen.

The move, Zapf said, was towards MMS and Siemens would launch a colour display phone and other third generation (3G) phones later in the year.

“Technology is moving at a tremendous speed today,” he said, and Siemens would meet the demands of consumers hungry for innovative new technologies.

Zaph said: “We are on track with our 3G phones. General Packet Radio Services (GPRS) network technology was an excellent idea. It will give a lot of opportunities to prepare the market for 3G. However, consumers must know how GPRS would benefit them.

“We at Siemens are challenging the technology talk. Instead, we are trying to break down all this (techno-talk) to help consumers understand how they would benefit.”

GPRS have not been well received in Thailand and the Philippines. A Siemens official said the Philippines provided free GPRS about a year ago but there were few takers. One of Thailand’s two larger telcos Advance Wireless Marketing Co Ltd said GPRS had not been as popular as earlier expected.

“We opened a service centre but no one complains about GPRS. That’s because no one is using it,” said Advance Wireless service manager Sutas Kleepsaeng. The company has about 8 million subscribers in a population of over 70 million.



To: Steve168 who wrote (24001)6/21/2002 2:10:00 AM
From: Jon Koplik  Respond to of 197028
 
Steve168 or masterhu -- you are promoting yourself. Please do it elsewhere.

Message 17085083

Jon.



To: Steve168 who wrote (24001)6/21/2002 2:15:06 AM
From: waitwatchwander  Read Replies (1) | Respond to of 197028
 
M1 sees 3G contribution by 2004

biz.thestar.com.my

MOBILEONE Asia (M1), Singapore’s second largest mobile operator, expects the third-generation (3G) services it plans to launch next year to start adding to revenues by 2004.

“We are relatively optimistic about the uptake of 3G, which depends on the uptake of GPRS, so it will be evolutionary,’’ M1 chief executive officer Neil Montefiore said in an interview on the sidelines of the CommunicAsia trade show currently being held in Singapore. “But we expect small revenue contributions from 3G in 2004.’’

GPRS – General Packet Radio Services or 2.5-generation mobile technology – offers high-speed data connections and is seen as a precursor to 3G, which allows users to play CD-quality music and do video-conferencing.

M1’s upbeat view is in contrast with that of Singapore’s leading operator, SingTel Mobile, which last week postponed the tender award for the construction and development of its 3G network, citing a lack of technology stability and market maturity.

M1, which has a 34% share of the local mobile market or over one million subscribers, expects to start 3G customer trials by the end of this year and launch commercial services in June 2003. — Reuters



To: Steve168 who wrote (24001)6/21/2002 8:34:54 AM
From: Andrew N. Cothran  Respond to of 197028
 
Steve: For your information, QCOM just warned. MGT which you assume to be staffed by a bunch of liars, just reported that QCOM will Meet or EXCEED anticipated earnings for this quarter.

Hope you had enough real intelligence to cover your shorts yesterday!